Start simple. Scale when ready.
Begin with a CRM that keeps your practice organized. Add billing, documents, and AI as you grow. Every plan includes a 14-day free trial.
Starter
Run your practice.
3-seat minimum
Matters, contacts, calendar, documents, basic billing, and the Mylo AI assistant — everything to organize your practice.
- Matters & case tracking
- Contacts & conflict checks
- Calendar (Google sync)
- Tasks & deadlines
- Time tracking, invoicing & online payments
- Client portal
- Mylo AI assistant — included
- Document management
- Document storage
- Mobile & desktop apps
- Email & in-app support
Professional
Run the firm.
3-seat minimum
Adds trust accounting, intake, e-signatures, and workflow automations. Mylo AI included.
- Everything in Starter
- Trust / IOLTA accounting
- QuickBooks sync & collections
- Lead intake & consultations (with AI summaries)
- E-signatures (25/month included)
- Workflow automations
- AI email assistant (phased rollout)
- Financial reports & report builder
- 10 transcription hours/month
- Document storage
- Email & in-app support
Premier
Your team's AI litigation toolkit.
5-seat minimum
Everything in Professional plus the litigation suite, legal research, and specialty practice tools.
- Everything in Professional
- Depositions, chronology & claim charts
- Privilege logs, subpoenas & docket watcher
- Hearing & mediation prep
- Legal research engine & citation verifier
- Litigation analytics
- Contract intelligence
- IP & employment tools; corporate/M&A (Mylo Counsel) available on request
- Marketing analytics
- Custom integrations via admin-configured connectors
- 25 transcription hours/month
- Email & in-app support
Enterprise
Built around your firm.
Custom terms, a white-label portal, AI grounded in your firm's own documents, and hands-on onboarding and support.
- Everything in Premier
- White-label client portal
- SSO via Google + MFA (SAML on the roadmap)
- AI grounded in your firm's own documents
- Custom integrations via admin-configured connectors
- Custom transcription allowances
- Hands-on onboarding and support
- Custom contract terms
14-day free trial on all plans. No charge today. Cancel anytime.
One platform instead of a dozen point tools
Case management, billing, trust accounting, documents, phones, intake, research, and AI — in one place, instead of stitching together a stack of separate subscriptions.
Add what you need, when you need it
Available on any plan. Add during signup or anytime from your dashboard.
Phone Line
Dedicated number, unlimited fair-use calling, recording, transcription, voicemail, SMS (200/mo), call analytics.
AI Voice Agent
AI answers your calls 24/7. Screens callers, books consultations, takes messages. Requires a phone line.
AI Boost Pack
For unusually heavy AI months. Every plan includes generous fair-use AI; a Boost pack extends it. Most firms never need one.
Compare every feature
| Feature | Starter $49/user | Professional $149/user | Premier $299/user | Enterprise Custom |
|---|---|---|---|---|
| CRM & Organization | ||||
| Matters & case tracking | ||||
| Contacts & conflict checks | ||||
| Calendar (Google sync) | ||||
| Tasks & deadlines | ||||
| Consultation scheduling | ||||
| Billing & Finance | ||||
| Time tracking & invoicing | ||||
| Online payments | ||||
| Trust / IOLTA accounting | — | |||
| Expense tracking | — | |||
| Financial reports | — | |||
| QuickBooks sync | — | |||
| Documents & Communication | ||||
| Document storage | ||||
| Document management | ||||
| E-signatures | — | 25/month | 75/month | 300/month |
| Client portal | ||||
| Gmail integration | ||||
| AI & Intelligence | ||||
| Mylo AI assistant | Included | Included | Included | Included |
| AI fair-use allowance | Generous | Larger | Largest | Custom |
| AI email assistant (phased rollout) | — | |||
| Deposition AI & prep | — | — | ||
| Legal research engine | — | — | ||
| Litigation analytics | — | — | ||
| Contract intelligence | — | — | ||
| Consultation recording & AI summaries | — | |||
| Meeting notetaker | — | — | ||
| Transcription hours | — | 10/month | 25/month | 100/month |
| Marketing & Analytics | ||||
| Basic dashboard | ||||
| Lead intake & funnel analytics | — | |||
| Lead source attribution | — | — | ||
| Marketing analytics | — | — | ||
| Administration & Security | ||||
| Role-based access | ||||
| Custom integrations (admin-configured connectors) | — | — | ||
| SSO via Google + MFA (SAML on the roadmap) | — | — | — | |
| AI grounded in your firm's own documents | — | — | — | |
| White-label portal | — | — | — | |
| Hands-on onboarding and support | — | — | — | |
| Audit logs | ||||
| Support | ||||
| Email & in-app support | ||||
Frequently asked questions
Every plan includes a 14-day free trial with full access. No charge today. Cancel anytime.
Yes. You can change plans anytime — plan changes take effect at the start of your next billing cycle.
You pay for each staff member who logs in — attorneys, paralegals, and admins. Each plan has a small seat minimum (3 on Starter and Professional, 5 on Premier). Client portal access for your clients is always free.
Yes — Mylo AI is part of every plan, with no per-question or per-token charges. Each plan includes a generous monthly AI allowance sized well above what a typical heavy user consumes. If your firm has an unusually heavy month, we'll notify your admin at 80% — you can add a $50 AI Boost pack. Nobody is ever surprise-billed.
Yes. The AI Voice Agent ($99/line/month) is an add-on to a phone line ($49/line/month). Together, you get a 24/7 AI receptionist for $148/line.
Guided setup in minutes — sign up, connect Google Calendar, and start adding matters. For Premier and Enterprise, we provide hands-on onboarding to get your firm fully set up.
All data is encrypted at rest (AES-256) and in transit (TLS 1.2+). Row-level security isolates every firm. Audit logs are included for all firms. SOC 2 Type II is in progress.
Yes — save 20% with annual billing. Toggle the switch at the top of this page to see annual prices.
Ready to simplify your legal practice?
Start your 14-day free trial. Add billing when you need it. Unlock AI when you're ready. No pressure, no lock-in.