Top Producer — $1,000–$1,400/month

$0.00

For high‑volume agents, agents with teams, established firms with multiple attorneys, higher case volume, and advanced reporting needs.

Best for:

  • Multi‑attorney practices

  • High‑volume trust accounting

  • Multiple revenue streams (billable hours, flat fees, retainers)

  • Partner distributions

  • Monthly financial review needs

includes:

  • 75+ transactions/month

  • Full bookkeeping + monthly financial review

  • Marketing spend analysis

  • Lead source profitability tracking

  • Quarterly planning call

  • Priority support

  • Year‑end tax package with summaries

For high‑volume agents, agents with teams, established firms with multiple attorneys, higher case volume, and advanced reporting needs.

Best for:

  • Multi‑attorney practices

  • High‑volume trust accounting

  • Multiple revenue streams (billable hours, flat fees, retainers)

  • Partner distributions

  • Monthly financial review needs

includes:

  • 75+ transactions/month

  • Full bookkeeping + monthly financial review

  • Marketing spend analysis

  • Lead source profitability tracking

  • Quarterly planning call

  • Priority support

  • Year‑end tax package with summaries