Unlimited matters. Best for Small Firms.

• Ready-to-use Client-Driven Intake, start right away


• Syncs with WealthCounsel, Clio, MyCase, & more


• SOC 2 Type II, HIPAA and bank-grade security


• 100% Satisfaction Guarantee and human support


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  Included in the Standard Plan


• Up to 3 Firm Users with all features


• Unlimited Clients. Unlimited Matters.


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Unlimited matters. Best for Growing Firms.

• Ready-to-use Client-Driven Intake, start right away


• Syncs with WealthCounsel, Clio, MyCase, & more


• SOC 2 Type II, HIPAA and bank-grade security


• 100% Satisfaction Guarantee and human support


• 
  Included in the Premium Plan


• Up to 6 Firm Users with all features


• Unlimited Clients. Unlimited Matters.


• Digital Asset Inventory, crypto & online accounts


• Digital Emergency Cards for advance directives


• Includes Actionstep & LEAP integrations