Subscription
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MonthlyAnnual
Free Plan
$ 0 /month
For solo practitioners or small firms
Features
- ✔Basic client management (create/delete/re-assign clients, client ID, invitation link)
- ✔Time tracking (auto-record call/video)
- ✔Basic billing (generate/send invoices, add credit card, autopay)
- ✔Scheduling (notification/reminder)
- ✔File exchange (send MP4, MP3, text, limited to 1GB storage)
- ✔Support: Email support
- Invite link creation
- Security: Encrypted backup
- Reporting: Time management, billing, and client activity history
- Client portal (custom fields, ads creation), secure document sharing, two way texting, mobile app access
- Custom workflows for repetitive tasks
- Integrations: QuickBooks, Microsoft Teams, OneDrive
- API access for custom integrations
Solo Plan
$ 39 /month
For solo practitioners needing cost-effective, essential tools
Features
- ✔Basic client management (create/delete/re-assign clients, client ID, invitation link) with 10 clients
- ✔Time tracking (auto-record call/video)
- ✔Billing enhancement (set custom fees & round up time)
- ✔Scheduling with task management
- ✔File exchange (3GB storage, expanded file type)
- ✔Support: 24/7 Email support/phone support
- ✔Invite link creation
- ✔Security: Encrypted backup
- ✔Reporting: Time management, billing, and client activity history
- Client portal (custom fields, ads creation), secure document sharing, two way texting, mobile app access
- Custom workflows for repetitive tasks
- Integrations: QuickBooks, Microsoft Teams, OneDrive
- API access for custom integrations
Essentials Plan
$ 60 /month
Small to mid-sized firms robust case management and automation
Features
- ✔Basic client management (create/delete/re-assign clients, client ID, invitation link) with unlimited clients
- ✔Time tracking (auto-record call/video)
- ✔Billing enhancement (customizable invoices, automated reminder)
- ✔Scheduling with advanced notifications, task management and API calendar
- ✔File exchange (10GB storage, expanded file type)
- ✔Support: 24/7 Email support/phone support
- ✔Invite link creation
- ✔Security: HIPAA-complaint, 99.9% uptime, legal compliance
- ✔Reporting: Productivity tracking, report export
- Client portal (custom fields, ads creation), secure document sharing, two way texting, mobile app access
- Custom workflows for repetitive tasks
- Integrations: QuickBooks, Microsoft Teams, OneDrive
- API access for custom integrations
Enterprise Plan
$ 99.9 /month
Mid to large firms needing comprehensive tools and scalability
Features
- ✔Basic client management (create/delete/re-assign clients, client ID, invitation link) with unlimited clients
- ✔Time tracking (auto-record call/video)
- ✔Billing enhancement (customizable invoices, automated reminder)
- ✔Scheduling with advanced notifications, task management and API calendar
- ✔Advanced document management (unlimited storage, advanced automation)
- ✔Support: 24/7 priority support, live onboarding
- ✔Invite link creation
- ✔Security: HIPAA-complaint, encrypted backups, audit trails
- ✔Advanced reporting (custom dashboards, business intelligence)
- ✔Client portal (custom fields, ads creation), secure document sharing, two way texting, mobile app access
- ✔Custom workflows for repetitive tasks
- ✔Integrations: QuickBooks, Microsoft Teams, OneDrive
- ✔API access for custom integrations
