No "contact us" wall for basic pricing. Pick a plan, start a trial, and talk to us when you're ready to scale past it.
For small firms getting off spreadsheets.
For growing firms running full casework.
For multi-branch firms with compliance needs.
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Leads, clients & cases | ✓ | ✓ | ✓ |
| Document versioning & expiry alerts | ✓ | ✓ | ✓ |
| AI copilot & daily briefing | — | ✓ | ✓ |
| Submission package generator | — | ✓ | ✓ |
| Client portal | — | ✓ | ✓ |
| Trust accounting | — | ✓ | ✓ |
| Multi-branch & SSO | — | — | ✓ |
| Dedicated audit & security review | — | — | ✓ |
No. The copilot drafts checklists, messages, and risk flags — a consultant always reviews before anything is sent to a client or submitted to a government portal.
Starter and Professional include CSV import for clients. Enterprise includes guided migration for full case history, documents, and financial records.
Data residency options are configured per firm — talk to us about your specific regulatory requirements during onboarding.
Your trust ledger and full transaction history export in full before cancellation — nothing is locked in.