The module catalog
One shared database underneath, so every module you add already knows your matters, contacts, and calendar.
Core
$19/user/moalways included
The shared spine every module plugs into. Matters, people, dates, and files — organized.
- ✓Contacts & matters
- ✓Calendar & tasks
- ✓Document storage
- ✓Basic conflict search (exact name match)
- ✓Custom fields
- ✓Mobile app & search
Lead Capture
$99/firm/mo
Your answering service costs $250/mo and still loses leads. Every call, form, and email gets an instant follow-up — for less than one billable hour a month.
- ✓Captures web forms, voicemails & emails
- ✓Automatic intake response by text or email
- ✓Speed-to-lead tracking
- ✓One-click hand-off to Conflict Checker
- ✓$99/mo flat — not per user
Conflict Checker
$12/user/mo
Clear every new client before you take the case — fuzzy matching that catches “Jon Smyth” when your client is John Smith, with an audit trail you can show the bar.
- ✓Fuzzy name matching
- ✓Adverse parties & related entities
- ✓Conflict audit trail
Billing & Trust
$25/user/mo
Time to invoice to payment to trust ledger — one compliant flow. Indivisible on purpose: your IOLTA ledger is not a place for loose integrations.
- ✓Time & expense tracking
- ✓Online invoicing & payments
- ✓Trust / IOLTA accounting
- ✓Split billing, LEDES, rate management
- ✓Bulk payments & fee allocation
Accounting (Full GL)
$15/user/mo
Full general ledger on top of Billing & Trust.
Requires Billing & Trust.
- ✓Chart of accounts
- ✓Bank feeds & reconciliation
- ✓Accounts payable
CRM & Intake
$15/user/mo
Turn calls into consults into clients.
- ✓Lead pipeline
- ✓Intake forms
- ✓Phone message capture
Document Automation
$12/user/mo
Stop retyping the same motion.
- ✓Document assembly
- ✓Matter templates
- ✓Merge fields
eSignature
$8/user/mo
Signatures without the per-envelope tax.
- ✓Unlimited eSign requests
- ✓Audit trail
- ✓Templates
Client Portal
$10/user/mo
Secure sharing and client self-service. Shows invoices automatically if you have Billing & Trust.
- ✓Client portal
- ✓Secure file sharing
- ✓Message threads
Reporting+
$10/user/mo
Know which matters make money.
- ✓Advanced reports
- ✓Dashboards
- ✓Custom data views
Workflow Automation
$10/user/mo
Checklists that run themselves.
- ✓Automated workflows
- ✓Status boards
- ✓Task templates