Pricing
Flat monthly pricing with unlimited users. Start with Finance Core, then add Operate, Grow, and add-ons as the firm needs them. Every subscription begins with a 30-day free trial.
Finance
Billed monthly. Annual billing includes 2 months free.
For firms that need reliable financials first.
- Finance Core
- Firm Overview
- Billing & collections, with A/R aging
- Revenue & Profit
- Every plan
- Unlimited users
- 30-day free trial of Finance Core
Firm
Most popularBilled monthly. Annual billing includes 2 months free.
For firms whose margins, workload, and delivery need to be managed together.
- Finance Core
- Firm Overview
- Billing & collections, with A/R aging
- Revenue & Profit
- Operate
- Production
- Matter pipeline
- Every plan
- Unlimited users
- 30-day free trial of Finance Core
Command
Billed monthly. Annual billing includes 2 months free.
For firms that also need to see which marketing pays off.
- Finance Core
- Firm Overview
- Billing & collections, with A/R aging
- Revenue & Profit
- Operate
- Production
- Matter pipeline
- Grow
- Acquisition funnel & marketing ROI
- Sales forecast
- Subscriptions
- Every plan
- Unlimited users
- 30-day free trial of Finance Core
Prices in US dollars, per firm, before any applicable taxes.
What each plan includes.
| Feature | Finance $295/mo | Firm $495/mo | Command $695/mo |
|---|---|---|---|
| Finance Core | |||
| Firm Overview | |||
| Billing & collections, with A/R aging | |||
| Revenue & Profit | |||
| Trust monitoring | Add-on $150/mo | Add-on $150/mo | Add-on $150/mo |
| Compensation | Add-on $95/mo | Add-on $95/mo | Add-on $95/mo |
| Operate | |||
| Production | — | ||
| Matter pipeline | — | ||
| Scorecards & utilization | — | Add-on $95/mo | Add-on $95/mo |
| Attendance & PTO | — | Add-on $50/mo | Add-on $50/mo |
| Grow | |||
| Acquisition funnel & marketing ROI | — | — | |
| Sales forecast | — | — | |
| Subscriptions | — | — | |
| Every plan | |||
| Unlimited users | |||
| Read-only connections | |||
| 30-day free trial of Finance Core | |||
Pricing questions
What counts as a user?
Anyone at your firm you invite. Every plan includes unlimited users, so you never pay more to share a scorecard with a practice lead.
How does annual billing work?
Annual plans are billed once a year at 10 times the monthly price, which works out to 2 months free.
What does the free trial include?
Every subscription starts with a 30-day free trial of Finance Core. Connect your accounting system and the financial dashboard fills in with your own numbers.
Can I add modules later?
Yes. Start with Finance Core and move to Firm or Command, or switch add-ons on, whenever you need them.
Not sure which plan? Start with the demo.
Every screen in every plan is live in the demo.
Try the demo