Are you trial ready?

Each active user is one seat at your plan's price, and each seat carries its own practice area. Add a user, the bill goes up by one seat; disable a user, it goes down. Clients you invite to the client portal never use a seat and are never billed.

Bronze is the complete practice system with bring-your-own-key AI. Silver turns on managed AI and the full Drafting Studio, and adds Chronicle time capture from your calendar and the firm intranet. Gold adds the full working connector for your own Claude, ChatGPT or Gemini (every plan includes a read-only one), plus trust reconciliation and IOTA trust-accounting features and QuickBooks Online sync. Platinum maxes the AI allowance and includes the Ledger.

None in particular — they are in every plan, including Bronze, and in the 30-day trial. The ladder between the four plans is AI, trust reconciliation and the integrations, not the practice system itself. Consultation booking, the Reports centre, the notification centre and the guided first week are the same: on for every firm, with the parts that touch money or the firm's calendar limited to the people the firm's administrator says.

Yes — that's the point of Bronze. Connect your firm's own Anthropic API key in Settings and every built-in AI feature bills straight to your Anthropic account under your own agreement and spend controls. No key connected, no AI — the practice system works fully without it.

First-Party Property Insurance (+$30 per user per month) and Workers' Compensation (+$30 per user per month) are practice-area editions: they sit on top of the plan and are enabled by the firm admin rather than bought at checkout. Each turns on the Florida statutory clocks for that practice — the ch. 627 notice, carrier-duty and presuit dates, the ch. 440 limitations ladder and pay-and-investigate window — computed per matter.

Managed AI features pause until the allowance resets the next month. Nothing else stops. Firms that need more can move up a plan, ask us for a higher allowance by arrangement, or connect their own API key — bring-your-own-key usage is never capped by us.

Trust ledgers are available on all plans. Trust reconciliation and IOTA trust-accounting features are available on Gold and higher plans. Every plan records trust deposits and disbursements to per-client ledgers; monthly reconciliation and client-ledger comparison, the monthly trial balance, the annual reconciliation and IOTA enrollment records come with Gold and higher.

Your firm's data is kept for at least 30 days after cancellation so you can export it, including your trust-account records: an administrator downloads the firm's records export and its uploaded documents, each matter's and the firm's other files, from Settings, Billing. Trial Commander then deletes its copies, never sooner than 30 days after cancellation (backup copies age out on the schedule in our Privacy Policy). Your firm remains responsible for keeping the records the law requires it to keep, including trust records for the six years Rule 5-1.2(f) requires, so keep what you download.

No. A firm chooses the practice areas it wants to see when it signs up, and a firm administrator changes that list any time under Settings, Display. It narrows what is shown, never what the firm may do: every area stays one click away, and opening a matter in a new area brings that area back on its own.

It warns you. As a message is sent from Outlook, Trial Commander looks at the recipients and the attachments: if an outside recipient is not a contact on the matter the others are on, or an attachment is a document the matter keeps as privileged, it says so before the email goes. It is a warning with Send anyway one click away, never a block, and it says nothing when nobody on the email is on a matter. It needs Outlook with Mailbox 1.12 or later.

Not yet, on any plan. A BAA depends on matching agreements with each service provider that would handle protected health information, and three of those are not yet signed. The Sub-processors page lists the status of each; the HIPAA Addendum was withdrawn on 2026-09-16 until a BAA can be executed.