Intake, matters, documents, and billing, connected end to end. The whole workspace is on one plan, so what we walk you through is what your firm gets on the first day.
In the workspace
Intake forms, leads, sources, and conflict checks
Matters, contacts, tasks, custom fields, and practice areas
Bookings, calendars, events, and reminders
Documents, eSignature, and file storage
Time tracking, expense logs, invoicing, and online payments
IOLTA trust accounting and three-way reconciliation
Workflow automation, custom roles, and permissions
Messages, comments, approvals, and communication logs
Client portal, REST API, Gmail, Outlook, and calendar sync
On every plan
Help migrating off your current practice management
The full workspace, no add-ons, priced per user
One 14-day free trial per firm
Prefer to start on your own? The 14-day free trial needs no call.
Please fill out the form below to talk with our sales team