01 / Your practice
Starter
For solo practitioners
Custommonthly rate
Included in your plan
- Up to 50 cases
- 2 team members
- Basic reporting
- Email support
- Client portal
- Document storage
- API access
Plate 02 · PricingYour firm · Your termsBuilt around you
A personal approach to pricing
Pricing that fits
your firm.
Every firm works differently. We agree your monthly rate and billing terms with you, in writing, before you commit.
01 / Find your fit
Room for the practice
you’re building.
Choose the level that fits your team. We’ll work out the details together.
02 / Your practiceRoom to grow
Professional
For growing firms
Custommonthly rate
Included in your plan
- Unlimited cases
- 10 team members
- Specter (Claude)
- Priority support
- Client portal
- Advanced reporting
- Call and text logging
- Document templates
- Workflow automation
- API access
03 / Your practice
Enterprise
For large firms
Custommonthly rate
Contact sales Included in your plan
- Unlimited everything
- Unlimited team members
- Custom integrations
- Dedicated support
- HIPAA readiness program (in progress)
- Custom fields
- API access
- SSO/SAML (Okta, Entra ID, Google Workspace)
Every plan is priced individually. Your agreement sets the rate and billing term.
02 / A few details
Before we
get started.
A clear starting point for your firm.
For anything else, talk to us .
Can I try CasexAtlas before committing?
Yes. Request access and we’ll set up your firm’s workspace personally — usually within a day. Every new firm starts with a 14-day full-access trial. No credit card required.
Can I change plans later?
Yes. Contact us and we'll move your firm to the right plan. Once your plan is agreed, an administrator at your firm pays by card and manages billing from the Billing page in the app.
Is my data secure?
We encrypt data in transit and managed database storage at rest, isolate each firm's records, and use managed authentication with MFA support. See the Security page for our current compliance posture.
Do you offer discounts for annual billing?
Billing term is part of the agreement we set with your firm. Ask us about annual terms when we talk.
Your firm, your way
Let’s build
your 
Tell us about your practice. We’ll help you find your fit and set up your 14-day full-access trial.