Integrations add-on
For Essentials subscribers connecting Clio and Lawmatics; included with Growth
Checked 7 Oct 2026
For Essentials subscribers connecting Clio and Lawmatics; included with Growth
Checked 7 Oct 2026
State-specific probate and trust administration workflows and forms · up to 3 new administration matters/month
Checked 7 Oct 2026
Adds document generation for states beyond the primary jurisdiction
Checked 7 Oct 2026
Business documents for clients with small businesses and rental properties
Checked 7 Oct 2026
1 estate planning state · 3 deed pulls/month · 3 e-signed engagement letters/month · 2 users (1 attorney, 1 staff) · 30 matters/month
Checked 7 Oct 2026
4 users · 60 matters/month · 10 deed pulls/month · unlimited engagement letter e-signing · integrations included · priority support
Checked 7 Oct 2026
White-labeled client portal and emails · custom document packages · dedicated implementation and migration · custom integrations and import workflows · priority SLAs · firm-specific security protocols · additional user seats
Checked 7 Oct 2026