Questions
How billing works.
Is the trial Solo or Professional?
Every trial is 14 days of Professional, so you can use five seats, branding, calendar, e-signature, and the full AI pool. Independent RCICs can choose Solo afterward; firms stay on Professional.
Do you charge per client or per case?
No. Clients, open cases, and portal users are unlimited on every plan. You pay a firm subscription plus named team seats.
Can two consultants share one login on Solo?
Solo is one consultant, optionally one staff seat. A second consultant needs Professional. Cases, calendars, commissions, and the audit log are built around named people — sharing a password fights the product.
What is an AI credit?
A credit is a unit of AI work. Light tasks (drafts, checklists) use 1–2 credits; document extraction and application review use more. Included monthly credits reset with your billing period. Unused pack credits follow the pack terms at checkout.
Can I switch between monthly and annual?
Yes. Annual is two months free (pay for 10, get 12). You can change plans as the firm grows — Solo to Professional when you hire a second consultant, Professional to Business as the team scales.
How do we move existing files?
CSV import for clients, leads, and cases is included. Larger practices can book a one-time migration — we’ll quote it separately, not as a monthly add-on.
Are prices in Canadian dollars?
Yes. All prices on this page are CAD, billed monthly or annually, plus applicable taxes (GST/HST/PST).