Modern platform packages for firms at different stages of growth

Choose the operating model that fits your current team, communication complexity, forms workload, storage needs, and client experience goals, then scale as your practice grows.

Foundation

A polished starting point for solo practitioners and compact firms that want better communication visibility, cleaner forms workflows, secure storage, and a more modern client experience.

  • Comprehensive communications foundation
  • Forms validation and autofilling
  • 350 GB secure storage
Most aligned for growing teams

Professional

A stronger fit for firms that need better collaboration, deeper communication tooling, clearer oversight across active matters, and a stronger client portal experience.

  • Everything in Foundation plus stronger team coordination
  • Better fit for multi-user, multi-role teams
  • Portal and mobile app experience for modern client service

Custom rollout

For firms that want to talk through migration timing, team structure, communications rollout, and how to stage adoption around their existing process.

  • Implementation and rollout discussion
  • Fit guidance for your current workflow
  • Recommended next-step conversation

Compare the operating model

CapabilityFoundationProfessional
Comprehensive communications suiteIncludedIncluded
Forms validation and autofillingIncludedIncluded
350 GB secure storageIncludedIncluded
Client portal and mobile appsIncludedIncluded
Fit for growing multi-user teamsBasic fitStrong fit
Rollout guidance and planningAvailablePriority fit

Planning questions

Foundation is ideal for solo practitioners and smaller teams. Professional is a stronger fit once your firm needs more collaboration depth, more communication volume, and more operational consistency across users.

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