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Plans and pricing ​

Plan comparison ​

Solo Practitioner ($49/seat/month, $39 annual) ​

Everything you need to run a solo or two-person practice:

  • Client and matter management
  • Invoicing with PDF generation
  • Trust/IOLTA accounting
  • Time tracking with timers
  • Tasks and Kanban board
  • Documents and file management
  • Contracts and proposals
  • Expenses tracking
  • Calendar
  • Basic reports (sales, expenses, time)
  • 87 email templates
  • Two-factor authentication
  • Up to 2 seats

Growth ($69/seat/month, $55 annual) ​

Everything in Solo, plus:

  • Client portal (clients log in to view invoices and documents)
  • Online payments via Stripe
  • E-signatures on contracts
  • Subscriptions (recurring Stripe billing)
  • Billing adjustments
  • Payment reminders
  • Multi-currency support
  • Advanced reports (aging, client ledger)
  • Bulk PDF export
  • Document vault
  • Knowledge base for clients
  • Up to 10 seats

Multi-Practice ($99/seat/month, $79 annual) ​

Everything in Growth, plus:

  • Conflict checking engine with risk scoring
  • Conflict waivers
  • Ethical walls
  • Lead management with Kanban pipeline
  • Web-to-lead forms
  • Email-to-lead (IMAP integration)
  • Granular roles and permissions
  • Activity audit log
  • Spam filters for leads
  • Unlimited seats

Feature gating ​

When you are on a lower plan, features from higher plans still appear in the sidebar with a lock icon. Clicking them shows an upgrade prompt. Your data is not deleted if you downgrade; gated features just become inaccessible until you upgrade again.

Billing cycle ​

Choose monthly or annual billing when you subscribe. Annual billing is paid upfront for 12 months and saves about 20%.

You can switch from monthly to annual (or vice versa) at any time from the billing management page.

Per-seat pricing ​

You pay for the number of active staff members. Inactive staff do not count. If you have 6 active staff on the Growth plan, your bill is 6 x $69 = $414/month.

When you add a new staff member (increasing seats), the prorated amount is charged immediately for the remainder of the current billing period.

Trial details ​

The trial lasts 14 days. During the trial:

  • You have Growth features (client portal, online payments, e-signatures, etc.)
  • Up to 5 seats
  • No credit card required
  • All data you enter during the trial carries over when you subscribe

After 14 days with no subscription, your account is suspended. You can still see data but cannot create or edit anything until you choose a plan.