Monthly
$39.99 a month
All features and modules · Priority support with Perry · Automatic updates · Cancel anytime
Checked 5 Oct 2026

All features and modules · Priority support with Perry · Automatic updates · Cancel anytime
Checked 5 Oct 2026
All features and modules · Priority support with Perry · Automatic updates · Price lock guarantee
Checked 5 Oct 2026
Five specialist advisors · Strategic Analysis and Blueprint · First Mate stays free either way
Checked 5 Oct 2026
Full case management and CRM · Time and expense tracking · Client payments and IOLTA compliance · iOS app · One year of priority support and updates
Checked 5 Oct 2026
Everything in Complete · Oasis Unlock with five specialist advisors · Strategic Analysis and Blueprint · Custom prompts and private data actions
Checked 5 Oct 2026