Two paralegal salaries plus Clio at $139/seat × 3. Add Clio Duo for AI: another $300+/mo.
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Firm Small
For 2–5 attorney firms with paralegals, intake staff, and client communication needs. Adds client portal, role-based access, conflict checking, and DocuSign multi-party e-sign on top of everything in Solo.
Firm Small
$299/month
Up to 5 seats. Annual billing 20% off.
Math
All 5 seats included. Bulk doc gen, matter mgmt, client portal, conflict checking, audit trail. ~3% of the comparison cost.
What you get
- Everything in Firm Solo
- Up to 5 seats with role-based access (attorney / paralegal / firm admin / client view)
- Client portal — secure document sharing without email attachment chaos
- Conflict checking on intake (name + entity match against existing matters)
- DocuSign multi-party e-sign with audit certificate
- Bulk seat provisioning + invite flow
- Priority support (24-hour SLA)
- Per-attorney usage analytics + billable-hour-equivalent reports
- Matter status workflows (intake → active → on-hold → closed → archived)
- Tagging + filters across the matter dashboard
- White-label add-on available (+$150/mo)
Honest about scope
We're a drafting + matter-management + AI tool. We deliberately don't try to be your full practice management stack. Honesty about gaps:
- —No trust accounting in-house (LawPay integration only).
- —No time-tracking + billing — pair with Clio or LawPay.
- —No native e-filing (Tyler Odyssey integration coming Sprint 24).
- —White-label requires the add-on; not bundled at this tier.