A massive upgrade, with simple pricing
After you sign up, you'll get any new features for free until your contract expires.
30-Day Free Trial on All Plans
Notetaker Only
$99/mo
Unlimited AI Notetaker for all your client meetings.
- AI Notetaker (unlimited meeting credits)
- Auto-transcribes and summarizes calls
- Meeting preparation summaries
- Supports video, phone, and in-person calls
- High-grade client data security
Standard
$269/mo
Complete document automation suite with limited AI assistance.
- Customizable digital intake forms
- Integration with any legal software
- AI Assistant to help with clients
- Word Add-in for document templating
- Unlimited matters and document downloads
- AI Notetaker (25 meeting credits/month)
- ✨ Free white glove onboarding (up to 25 documents free) ✨
Pro
$349/mo
Enhanced AI assistance for drafting and meetings.
- Everything in Standard, plus:
- AI Notetaker (unlimited meeting credits)
- AI Drafting Assistant in Word
- ✨ Free white glove onboarding (up to 50 documents free) ✨
Notetaker | Standard | Pro | |
|---|---|---|---|
| Client Experience | |||
| Automated client intake forms | |||
| High-grade client data security | |||
| Integrations | |||
| Client info sync with any legal software | |||
| Research & Intelligence | |||
| AI Interview Assistant | |||
| Questionnaire Summary | |||
| Financial Asset Worksheets | |||
| AI Notetaker & Meeting Intelligence | |||
| Auto-transcribes and summarizes calls | |||
| Meeting preparation summaries | |||
| Supports video, phone, and in-person calls | |||
| Meeting credits | Unlimited | 25/month | Unlimited |
| AI Drafting & Document Assistance | |||
| AI Drafting Assistant in Microsoft Word | |||
| Draft, review, and redline with AI assistance | |||
| Document Automation | |||
| Custom template management | |||
| Multi-document download | |||
| Smart document recommendation | |||
| Unlimited document templates | |||
| ✨ Free white glove document setup | Up to 25 documents | Up to 50 documents |