Core CRM
Lead inbox · contacts · intake forms · 2 automations · 5 document automations · $399 onboarding
Checked 21 Oct 2026
Lead inbox · contacts · intake forms · 2 automations · 5 document automations · $399 onboarding
Checked 21 Oct 2026
Core legal practice management · mobile app · desktop time tracker · basic reporting · two-factor authentication
Checked 21 Oct 2026
Productivity reporting · custom role permissions · two-way Office 365 calendar sync · QuickBooks Online integration · 5 e-signatures/user/month
Checked 21 Oct 2026
Full financial productivity reporting · advanced security restrictions · 15 e-signatures/user/month · NetDocuments integration
Checked 21 Oct 2026
Built-in legal accounting · chart of accounts · bank feeds · trust compliance reporting · 15 e-signatures/user/month
Checked 21 Oct 2026
Unlimited automations · 10 document automations · up to 100 intake fields · 3 lead-vendor integrations · $399 onboarding
Checked 21 Oct 2026