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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
  • Knowledge base for clients
  • CaseFlow Intelligence: Matter status digest, Draft a reply, Payment-reminder drafts, and Document summary
  • Up to 15 base seats, plus up to 10 extra seats ($85/seat/month or $65/seat/month annual)

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
  • CaseFlow Intelligence: everything in Growth, plus Deadline extraction, Time-entry narratives, Lead intake summary, Conflict-review assist, Trust-flag narration, and the Ask CaseFlow assistant (answers from your own records)
  • Unlimited seats

CaseFlow Intelligence is not part of the Solo Practitioner plan. For what each feature does, see the CaseFlow Intelligence overview.

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. A web-to-lead form on your website stops taking enquiries while your plan does not include Prospective Clients (Web-to-lead forms).

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.

Growth extra seats ​

The Growth plan includes 15 base seats at $69/seat/month ($55/seat/month annual). Beyond 15, you can purchase up to 10 extra seats:

  • Monthly cycle: $85 per extra seat per month
  • Annual cycle: $65 per extra seat per month, billed annually ($780/year per extra seat)

Example: a Growth firm with 18 active staff on the monthly cycle pays 15 x $69 + 3 x $85 = $1,035 + $255 = $1,290/month.

Extra seat additions prorate immediately. Reductions take effect at the next billing date. Need more than 25 total seats on Growth? Move to Multi-Practice for unlimited seats.

Trial details ​

The trial lasts 14 days, or 30 days if you signed up to run your first trust close free. During the trial:

  • You have every Multi-Practice feature, including court rules, conflict checking, the leads pipeline and granular permissions, as well as everything in Growth (client portal, online payments, e-signatures, etc.)
  • Every CaseFlow Intelligence feature is available; a firm administrator turns them on first
  • Up to 5 seats
  • No credit card required
  • All data you enter during the trial carries over when you subscribe. Features then follow the plan you choose: on Solo or Growth, Multi-Practice features such as court rules, conflict checking and the leads pipeline are no longer available

When the trial ends with no subscription, the workspace closes until you choose a plan. Your data is kept. The firm administrator can still sign in and is taken straight to the upgrade page; other team members see a notice asking them to contact the administrator.