Launch
Best for: firms replacing disconnected intake, case, and family communication workflows.
$395 / mo for first 90 days, then $695 / mo $1,500 one-time setup
- Guided launch for intake and day-to-day case workflow
- Family portal for updates, approvals, and signatures
- Document routing and staff task management
- Team training and same-day email support
- Go-live support during the first 90 days