Your Firm’s Operating System for Predictable Delivery

Feature Comparison

Basic Professional Enterprise
Core Essentials
User licenses
Additional licenses can be purchased
 Up to 5 Up to 10 Up to 10
Document Storage
Additional storage can be purchased
 200 GB 200 GB 200 GB
Dashboard ✔ ✔ ✔
Case Management ✔ ✔ ✔
Clients / Contacts ✔ ✔ ✔
Tasks ✔ ✔ ✔
Events ✔ ✔ ✔
Notes ✔ ✔ ✔
Documents ✔ ✔ ✔
Advanced Case Execution
Engagement Agreement ✔ ✔ ✔
Milestones ✔ ✔
Notifications ✔ ✔
Templates for Consistency & Speed
Case Templates ✔ ✔
Engagement Templates ✔ ✔
Time, Expenses & Billing
Time Tracking ✔ ✔
Expense Management ✔ ✔
Invoices ✔ ✔
Insights & Performance Visibility
Case Insights
Execution Inisghts
✔ ✔
Billable Inisghts
✔ ✔
Account Insights
Case Operations
✔ ✔
Billable Inisghts
✔ ✔
Financial Performance
✔ ✔
Connected Intelligence
AI Assistant ✔
Client Portal (Coming Soon) ✔
Integrations (Coming Soon) ✔