One operating system that connects lead capture, intake, consults, engagement, payment readiness, and firm-owned drafting, from first inquiry to a signed, ready-to-draft matter.
Monthly plans are shown below. Annual and guided implementation packages are available for firms that want a more hands-on rollout.
Solo estate-planning practice
For the solo attorney who wants a cleaner way to capture leads, collect intake, draft from firm-approved templates, and keep matters moving without adding admin overhead.
Growing firm, cleaner operations
For firms ready to turn intake, follow-up, document preparation, and re-engagement into one coordinated operating rhythm.
Established team, higher volume
For estate-planning teams that need higher matter volume, stronger handoffs, referral visibility, and implementation help across a real staff.
Scale across locations
For multi-location or multi-brand firms that need custom implementation, deeper integrations, dedicated success, and usage designed around their operating model.
Add more attorneys, paralegals, or admins to any plan.
Multi-Practice includes unlimited seats.
Soft cap with pay-as-you-go. Or upgrade to remove the limit.
Higher-volume plans are designed around fair use and implementation needs.
Run additional firms or locations with separate pipelines and branding.
Solo and Practice are single-location. Upgrade to Partnership+ to add more.
See how the platform expands as your firm moves from solo operations to a multi-location estate-planning practice.
| Feature | Solo $497/mo | Practice $1,997/mo | Partnership $2,997/mo | Multi-Practice $4,997/mo |
|---|---|---|---|---|
| Limits | ||||
| Team seats included | 3 | 8 | 20 | Unlimited |
| Additional seat | +$79/mo | +$99/mo | +$149/mo | - |
| Matters / month | 10 | 30 | High-volume | Custom |
| Matter overage | $25 each | $15 each | - | - |
| Firms / locations | 1 | 1 | 1 | 2 |
| Can add more locations? | +$497/mo each | +$497/mo each | ||
| Lead capture & intake automation | ||||
| Guided intake workflows | ||||
| Guided intake conversations | ||||
| Consult scheduling workflows | ||||
| After-hours response coverage | ||||
| Lead pipeline & CRM | ||||
| Web form to pipeline | ||||
| Lead source attribution & ROI | ||||
| Unified communications workspace | ||||
| Document drafting | ||||
| Draft from firm-approved DOCX templates | ||||
| Firm-owned drafting language | ||||
| Attorney review checkpoints | ||||
| Engagement confirmation workflow | ||||
| Advanced template automation support | ||||
| Custom firm knowledge and workflow configuration | ||||
| Retention & growth | ||||
| Basic plan-review reminders | ||||
| Life-event re-engagement triggers | ||||
| Plan-review workflows | ||||
| Email sequences & nurture campaigns | ||||
| Referral partner tracking | ||||
| Multi-firm operations | ||||
| Multi-firm / DBA management | ||||
| Per-firm branding & pipeline | ||||
| Cross-firm reporting & analytics | ||||
| Centralized billing | ||||
| Integrations | ||||
| Phone/SMS integrations where configured | ||||
| Stripe / payment processing | ||||
| Google Workspace & Calendar | ||||
| Custom integrations & API access | ||||
| Support & onboarding | ||||
| Self-serve onboarding | ||||
| Group onboarding session | ||||
| White-glove onboarding & data migration | ||||
| Custom onboarding | ||||
| Email support | ||||
| Priority email (24-hr response) | ||||
| Phone support with priority response | ||||
| Urgent production support | ||||
| Dedicated success manager | ||||
| Commercial SLA options | ||||
| Quarterly business reviews | ||||