Simple plans that grow with your practice

Start free. Upgrade for custom checklists, more team seats or more room. Cancel anytime.

Built for document-heavy practices

Mortgage & lendingImmigrationAccounting & taxReal estate & closing law

Free

For getting a feel for the workflow.

Freeforever

  • Email reminders
  • 15 active cases
Start free
Most practices choose this

Starter

For a solo practitioner running real files.

$20/mo

  • Custom checklists
  • Email reminders
  • Activity-log export
  • 50 active cases
Choose Starter

Pro

For a busy practice or a small team.

$50/mo

  • AI document checks — coming soon
  • Custom checklists
  • Email reminders
  • Custom branding — coming soon
  • Activity-log export
  • Unlimited active cases

Compare plans

FreeStarterPro
Active cases1550Unlimited
Team seats1310
AI document checksComing soon
Custom checklists
Email reminders
Custom brandingComing soon
Storage100 MB5 GB50 GB
Activity-log export

Questions

What counts as an "active case"?
Any case in your workspace that hasn't been deleted. Delete a finished case to free up room, or upgrade for a higher limit.
Can I change plans later?
Yes — upgrade, downgrade or cancel anytime from Settings → Plan & billing. Changes are prorated by Stripe.
What happens to my data if I cancel?
Nothing is deleted. Your workspace drops back to the Free limits at the end of the billing period; everything above the limit becomes read-only until you upgrade again.
Do you offer annual billing?
Yes. Annual plans are billed once a year at roughly ten months' cost — two months free.