Starter
$30pp/mo
Most suited to those solicitors, barristers & in-house legal teams that need to simplify the management of their clients, matters, briefs, documents and email.
Features
Starter
Essentials
Premium
Client Management
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Conflict Management
Custom Fields
Plural Accounts
Matter Management
Note Dictation
Group and Order Custom Fields
Customisable Grid Layout
Document Management Lvl 1
OmniSearch
Tags
Favourites
Convert Documents to PDF
Document Automation
Document Merge Preview Highlights
View Custom Fields Prior to Merge
Calculated/Paragraph Custom Fields
Email Management
Tags
Outlook Add-in
Tasks
Task Calendar
Dashboard
Custom Dashboards
Custom Grid Layouts/Favourites
Reporting
Matter
Tasks
Productivity
Invoice & Payment
Trust
Marketplace
Knowledge Base
Helpdesk Support
Essentials
$55pp/mo
If you’re a small to mid-size law firm, that bills time, tracks costs, invoices and manages Trust then the Essentials package is the solution for you.
Features
Starter
Essentials
Premium
Client Management
Conflict Management
Custom Fields
Plural Accounts
Matter Management
Note Dictation
Group and Order Custom Fields
Customisable Grid Layout
Tasks
Task Calendar
Document Management Lvl 1
OmniSearch
Tags
Favourites
Convert Documents to PDF
Document Automation
Document Merge Preview Highlights
View Custom Fields Prior to Merge
Calculated/Paragraph Custom Fields
Email Management
Tags
Outlook Add-in
Time & Cost Recording
Hourly and Fixed Fees
Timer Clock
Expenses
Invoicing
Adjustments
Write Offs
Automatic Cost Write Off
Change Invoice Contact
Batch Invoicing
Trust Accounting
Trust Transactions
Trust Ledger
Cash Book
Reconciliation
Integrations
Xero Integration
InfoTrack Integration
API Keys - Zapier Integration
Dashboard
Custom Dashboards
Reporting
Matter
Tasks
Productivity
Invoice & Payment
Trust
Marketplace
Knowledge Base
Helpdesk Support
Premium
$90pp/mo
Designed for growing law firms or corporate teams ready to take their business to the next level with a progressive feature set.
Features
Starter
Essentials
Premium
Client Management
Conflict Management
Custom Fields
Plural Accounts
Matter Management
Note Dictation
Group and Order Custom Fields
Customisable Grid Layout
Tasks
Task Calendar
Base Workflow
Automated Templated Matter Tasks
Document Management Lvl 1
OmniSearch
Tags
Favourites
Convert Documents to PDF
Document Management Lvl 2
Referral Tasks
Full Text Search
Document Version Control
Share Document Links
Document Automation
Document Merge Preview Highlights
View Custom Fields Prior to Merge
Calculated/Paragraph Custom Fields
Briefs
Export Brief to PDF
Share Brief
Email Management
Tags
Outlook Add-in
Time & Cost Recording
Hourly and Fixed Fees
Timer Clock
Expenses
Invoicing
Adjustments
Write Offs
Automatic Cost Write Off
Change Invoice Contact
Batch Invoicing
Trust Accounting
Trust Transactions
Trust Ledger
Cash Book
Reconciliation
Integrations
Xero Integration
InfoTrack Integration
API Keys - Zapier Integration
Client Portal
Dashboard
Custom Dashboards
Reporting
Matter
Tasks
Productivity
Invoice & Payment
Trust
Marketplace
Knowledge Base
Helpdesk Support
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