Put AI to work at every firm size
Give your team an AI-powered way to identify missing documents, draft better reminders, and keep more engagements moving.
Starter
For solo practitioners getting started.
$39/month
Billed annually ($468/year)
Up to 50 clients
- Smart checklists
- Email reminders
- Branded upload portal
- Basic dashboard
- Email support
Most popular
Professional
For growing firms with a team.
$99/month
Billed annually ($1188/year)
Up to 250 clients
- Everything in Starter
- SMS reminders
- AI reminder drafts
- AI engagement summaries
- Team assignments
- Audit logs
- Priority support
Firm
For multi-partner practices.
$249/month
Billed annually ($2988/year)
Unlimited clients
- Everything in Professional
- Unlimited clients
- SSO & advanced permissions
- Custom integrations
- Dedicated account manager
- SLA support
Compare plans
| Feature | Starter | Professional | Firm |
|---|---|---|---|
| Smart checklists | |||
| Branded client portal | |||
| Automated email reminders | |||
| SMS reminders | |||
| AI reminder drafts | |||
| AI engagement summaries | |||
| Team assignments | |||
| Audit logs | |||
| SSO & advanced permissions | |||
| Custom integrations | |||
| Dedicated account manager |
Not sure which plan fits your firm?
Book a quick call and we'll help you choose the right plan.
Book a demo