Pricing
Simple, public, month to month.
No setup fees. No contracts. Free migration. Cancel anytime and take your data with you.
Solo
$149 /mo
For firms up to 75 calls a year
Unlimited users
First-call AI intake
All launch-state forms
GPL & Statement builder
QuickBooks sync
Free migration
Most chosen
Standard
$249 /mo
For firms up to 300 calls a year
Everything in Solo, plus:
Multi-location
Priority support
Insurance assignment tracking
Priority access to new states
Feature
Solo
Standard
Cases & intake
Cases per year
Up to 75
Up to 300
Users
Unlimited
Unlimited
First-call AI intake (transcription → case draft)
✓
✓
Field-level source review
✓
✓
Forms & compliance
State form library (TX, OH, PA at launch)
✓
✓
Death certificate worksheets & permits
✓
✓
GPL builder (versioned)
✓
✓
Statement of Goods & Services, time-stamped
✓
✓
New states as released
Standard first
Priority
Payments & accounting
Family invoicing & payment plans
✓
✓
QuickBooks sync
✓
✓
Insurance assignment tracking
—
✓
Locations & support
Locations
1
Up to 3
Support
Same-day human support
Priority + onboarding specialist
Data export
One click, anytime
One click, anytime
Solo
Cases & intake
Cases per year Up to 75
Users Unlimited
First-call AI intake (transcription → case draft) ✓
Field-level source review ✓
Forms & compliance
State form library (TX, OH, PA at launch) ✓
Death certificate worksheets & permits ✓
GPL builder (versioned) ✓
Statement of Goods & Services, time-stamped ✓
New states as released Standard first
Payments & accounting
Family invoicing & payment plans ✓
QuickBooks sync ✓
Insurance assignment tracking —
Locations & support
Locations 1
Support Same-day human support
Data export One click, anytime
Standard
Cases & intake
Cases per year Up to 300
Users Unlimited
First-call AI intake (transcription → case draft) ✓
Field-level source review ✓
Forms & compliance
State form library (TX, OH, PA at launch) ✓
Death certificate worksheets & permits ✓
GPL builder (versioned) ✓
Statement of Goods & Services, time-stamped ✓
New states as released Priority
Payments & accounting
Family invoicing & payment plans ✓
QuickBooks sync ✓
Insurance assignment tracking ✓
Locations & support
Locations Up to 3
Support Priority + onboarding specialist
Data export One click, anytime
Can I change plans later?
Anytime. Upgrades apply immediately; downgrades at the next cycle. No penalties.
What happens after the trial?
You pick a plan and enter your card — or you don't, and your workspace closes. We'll export your data either way if you ask.
Is migration really free?
Yes. Cases, contacts and price lists from SRS, Frazer, Osiris, Passare or spreadsheets — done by us, usually within a week.
Do you charge per case or per user?
Neither. Flat monthly price by plan tier. Unlimited users on every plan.
See it with your own cases.
Thirty days, no card, your data imported for you.