Professional — $650–$850/month |Active Agents

For small firms or solo attorneys with consistent client activity and more complex workflows.

Best for:

• Firms with 2–3 attorneys

• Regular trust‑account transactions

• Ongoing retainers and settlements

• Payroll or contractor payments

• Case‑level expense tracking

Includes:

• Up to 75 transactions/month

• Full monthly reconciliation

• Commission tracking for all closings

• Brokerage fee tracking

• Mileage & home office documentation

• Quarterly tax estimate support

• Year‑end tax package

• Monthly check‑in (15 minutes)