Plan 01
Basic
For solo practitioners and focused estate teams
$49/ month
or $489 / year
Up to 10 current matters
Fee Schedule
Transparent pricing, itemized.
One rate per tier, set by current-matter capacity. Every plan carries every feature — no gates, no practice-management bundles, no surprises at closing.
14-day free trial · No credit card · Cancel anytime
Schedule 01 — Self-Serve PlansUSD · Monthly or Annual
Plan 02Most Popular
Pro
For growing practices managing more current matters
$99/ month
or $989 / year
Up to 25 current matters
Plan 03
Firm
For established firms with larger current caseloads
$199/ month
or $1,989 / year
Up to 50 current matters
Schedule 02 — Inclusions
Every feature, every plan.
Plans differ only in current-matter capacity. The ledger, the reports, and the exports are identical wherever you begin.
- Double-entry bookkeeping
- Customizable fiduciary accounting reports
- PDF, Excel, and CSV exports
- Matter templates and team collaboration
- Bank statement import and AI-assisted review
- Email support
AddendumFirm subscribers can add 25 current matters for $50/month when the caseload calls for more capacity.
Schedule 03 — Questions
Questions, answered.
- What counts as a current matter?
- A current matter is any matter that is open, plus any closed matter that was active within the past 120 days. Permanently deleted matters do not count.
- Do plans include different features?
- No. Every self-serve plan includes the same product features. The difference is current matter capacity.
- Can I change plans later?
- Yes. You can upgrade or downgrade as your current matter count changes. Changes are handled through secure Stripe billing.
- Is there a free trial?
- Yes. All self-serve plans include a 14-day free trial. You can cancel before the trial ends.
Closing Entry
Start with the plan that fits today.
Begin your 14-day trial and adjust capacity as your current-matter count changes — every feature is already included.
14-day free trial · No credit card required · Cancel anytime