Plans
If you are unsure which plan to choose, we would be glad to help
Flexible

This plan is best for you if you only expect to do 2 files a month or fewer.
Clients*
- 1 client file per month
- Unused client files are carried over to the next month
- $99 per additional client file
Users
- 1 user included. Users include assistants, clerks or lawyers.
- $99 per month for each additional user
*Charges only occur when documents are generated, not when clients are added.
Growing

Designed for the sole practitioner and small practices. This plan is best for you if you expect 3 or more clients per month.
Clients*
- 15 client files per month
- $99 per additional client file
Users
- 3 users included. Users include assistants, clerks or lawyers.
- $99 per month for each additional user
Premium Features
Branding:
- Firm name in-app
- Firm colours on summaries
Customization:
- Fully customizable administrative provisions
Client Transfer:
- Share and receive client files with other accounts
*Charges only occur when documents are generated, not when clients are added.
Professional

Designed for larger practices. This plan is best for you if your firm has more than 5 lawyers.
Clients
- Unlimited client files
Users
- 15 users included. Users include assistants, clerks or lawyers.
- $99 per month for each additional user
Premium Features
Branding:
- Firm name in-app
- Firm colours on summaries
Customization:
- Fully customizable administrative provisions
Client Transfer:
- Share and receive client files with other accounts
Financial Planner

Designed for financial planners and estate planners
Clients
- 15 client files per month
- $99 per additional client file
Users
- 3 users included. Users include assistants or planners.
- $99 per month for each additional user
Branding
- Firm name in-app
- Firm colours on summaries
Client Transfer
- Share and receive client files with lawyers and other accounts
Please note that this plan does not include legal document generation (wills, POAs)