One platform. Priced to your firm.
Trust, payments, and collections are all included — no module to unlock, no trust add-on to buy. Tell us about your firm and we'll quote a plan matched to your size and volume.
No setup fees · sandbox before you go live
One plan. The whole firm's money.
No good-better-best tiers gating the parts a firm actually needs. Pricing scales with your size and volume — the capabilities don't change.
- IOLTA trust accounting & ledger
- Per-client & per-matter trust balances
- Three-way reconciliation
- Retainer requests & evergreen top-ups
- Dual-MID: trust vs operating
- Cards, ACH, Apple & Google Pay
- Payment plans + autopay
- Collections queue & sequences
- Settlements & negotiation
- Interest with usury-cap enforcement
- Matters & client statements
- Branded client portal
- Reports & CSV / PDF export
- Chained audit log & idempotency
- Email + SMS notifications
- Owner / admin / staff roles
Built for the way your firm works.
Whether you're a solo practice or a multi-attorney firm, the system is the same — we size the plan to you.
Solo practice
One attorney who needs trust done right without a bookkeeper. Retainers, billing, and payments in one place.
Book a demoSmall firm
Most firmsA handful of attorneys and staff billing across matters, with collections and statements that run themselves.
Book a demoMulti-attorney
Multiple trust accounts, responsible attorneys, and roles — with reconciliation and an audit trail to match.
Book a demoWhat firms ask before a demo.
A plan matched to your firm — its size, how you bill, and your payment volume. Everything is included in one plan: trust, payments, collections, and the client portal. Book a demo and we'll quote a rate for your firm.
Get a plan matched to your firm.
Book a demo — we'll quote a rate for your size and volume, with trust, payments, and collections all included.