Transparent Plans for Every Practice Size
Every plan includes compliance-reviewed processes, TCPA-compliant intake, and rigorous quality assurance.
Ready-to-Go Cases
Soft-closed, pre-qualified appointments delivered directly to your calendar — screened, verified, and ready to work.
For solo practitioners or small doc prep businesses getting started
Includes 5 qualified appointments per week (~20/month)
$99 per additional appointment
- Call screening & qualification
- Calendar-synced delivery
- Case criteria customization
- Empathy-driven client service
- Instant notifications
- Basic reporting
For growing practices ready to scale their caseload
Includes 8 qualified appointments per week (~32/month)
$95 per additional appointment
- Everything in Starter, plus:
- Custom qualification scripts
- CRM integration
- Detailed case analytics
- Priority support
For established practices with high-volume intake needs
Includes 10 qualified appointments per week (~40/month)
$90 per additional appointment
- Everything in Growth, plus:
- Dedicated account manager
- API delivery
- Advanced reporting & dashboards
- Multi-location support
Subscribe Yearly For A 20% Discount
All plans include compliance-reviewed intake processes. Your investment is protected by our rigorous QA protocols.
Answering Service Plans
Professional live receptionist coverage for your practice.
Cover overflow and after-hours calls
Includes 75 minutes
$1.69 per additional minute
- Call handling & routing
- Appointment scheduling
- Message management
- Empathy-driven client service
For most small to medium practices
Includes 150 minutes
$1.59 per additional minute
- Everything in Starter, plus:
- Custom call scripts
- CRM integration
- Priority support
For busy practices with high call volume
Includes 300 minutes
$1.49 per additional minute
- Everything in Growth, plus:
- Dedicated account manager
- Advanced reporting
- Multi-line support
Subscribe Yearly For A 20% Discount
All plans include TCPA-compliant, compliance-reviewed processes backed by 9+ years of professional experience.
Document Prep Intake Support
Add full intake processing to any work-ready cases or answering service plan.
| Add-On | Cost | Description |
|---|---|---|
| Basic Intake Processing | $3.00 / intake | Initial screening and contact information collection for document preparation cases. |
| Full Intake Processing | $8.00 / intake | Complete intake questionnaire, document collection, and quality assurance verification. |
| Rush Processing | +$5.00 / intake | Priority turnaround within 2 business hours for time-sensitive cases. |
Need Help Deciding? We're Here to Assist!
Not sure which plan is right for your practice? Our team will help you find the perfect fit based on your volume and goals. No pressure, no obligation.
Have questions about our compliance standards? We're happy to walk you through our processes.
Request a DemoAsked Questions
Each case is delivered as a qualified appointment directly to your calendar. Here's how it works: once we onboard your calendar system, our intake specialists screen every lead against your specific case criteria — case type, jurisdiction, documentation requirements, and any custom qualifications you set. When a lead meets all your criteria and the required information has been collected, we book a soft-closed appointment on your calendar. You receive a fully prepared case file with the appointment — not just a name and number, but a genuinely work-ready case.
Absolutely. Many of our clients use our answering service for general call coverage and add work-ready cases for qualified intake. We'll help you design a package that fits your workflow and budget.
No. There are no setup fees, activation fees, or hidden charges. You only pay for your chosen plan and any overages you use.
Yes. You can upgrade or downgrade your plan at any time. Our flexible month-to-month structure means you're never locked in and can adjust as your practice grows.
Overages are billed at the per-unit rate listed on your plan. You'll receive alerts as you approach your plan limit so there are never any surprises on your invoice.
Yes. For practices with high volume or unique requirements, we can build a custom plan with tailored pricing. Contact us to discuss your needs.