Solo (1-5 practitioners)
$1,250/ seat / mo
20,000 included credits / seat / mo
Two-part pricing: seat fee + credits.
The seat fee covers platform access — research engine, scenarios, intake, matters, audit log, SOC 2 controls, support. Credits are consumed per operation. The catalog below shows the exact credit cost per op so you can model your firm's expected monthly run rate.
Seat Plans
Mid-Market (6-25 practitioners)
$1,950/ seat / mo
50,000 included credits / seat / mo
Enterprise (26+ practitioners)
$2,400/ seat / mo
100,000 included credits / seat / mo
Credit Packages
| Package | Price | Credits | Bonus |
|---|---|---|---|
| Starter — 25,000 credits | $250 | 25,000 | — |
| Practice — 105,000 credits (+5%) | $1,000 | 105,000 | +5% |
| Firm — 550,000 credits (+10%) | $5,000 | 550,000 | +10% |
| Enterprise — 3,000,000 credits (+20%) | $25,000 | 3,000,000 | +20% |
Operation Catalog
Customer-facing credit cost per operation. Algorithmic ops carry zero raw AI cost; AI ops carry a 5× minimum margin over our raw provider spend. You pay the same posted price either way.
| Op Code | Handler | Credits | USD | Description |
|---|---|---|---|---|
| research.session | ai | 750 | $7.50 | One deep-research Q&A with full corpus retrieval and Claude synthesis. |
| research.followup | ai | 200 | $2.00 | Followup turn in an existing research session (cached context). |
| research.citation_check | algorithmic | 50 | $0.50 | Verify all citations in a synthesis resolve to live corpus entries. |
| research.deep_dive | ai | 2,500 | $25.00 | Long-form research with extended thinking, multi-doc synthesis. |
| research.tag_filtered_session | hybrid | 550 | $5.50 | Tag-routed research session. Sonnet router narrows candidate pool 50-200x before semantic search; Opus synthesizes over the filtered set. Cheaper for customer, higher margin for us, equal or better recall. |
| research.tag_classify | ai | 5 | $0.05 | Classify one corpus chunk against canonical taxonomies (Haiku 4.5 w/ tool use). Only invoked for firm-uploaded precedent on enterprise tier. |
| intake.voice_session | hybrid | 1,500 | $15.00 | X1 Voice intake processed into structured client_personal_data + assets. |
| intake.document_extract | hybrid | 300 | $3.00 | OCR + AI extraction of uploaded financial/legal document. |
| intake.balance_sheet_build | algorithmic | 100 | $1.00 | Assemble client financial inventory into balance sheet view. |
| scenario.run | algorithmic | 200 | $2.00 | Deterministic multi-year estate tax projection. |
| scenario.monte_carlo | algorithmic | 800 | $8.00 | Stochastic 1,000+ path Monte Carlo over returns + mortality. |
| scenario.strategy_recommend | hybrid | 1,200 | $12.00 | AI-ranked strategy recommendations from algorithmic candidate generator. |
| scenario.strategy_match | algorithmic | 400 | $4.00 | Deterministic rule-based match across the strategy catalog. Returns ranked candidates with quant estimates, pitfalls, and primary authorities. Zero AI tokens. |
| scenario.compare | algorithmic | 100 | $1.00 | Delta two scenarios and surface key differences. |
| matter.conflict_check | algorithmic | 75 | $0.75 | Run conflict check against firm party/matter database. |
| matter.summary | ai | 250 | $2.50 | AI-generated summary of current matter state. |
| risk.run | algorithmic | 300 | $3.00 | Run full risk-rule engine over a client profile. ~20 deterministic checks across AML, tax compliance, estate doctrine, fiduciary duty, operational hygiene. |
| risk.aml_screen | algorithmic | 50 | $0.50 | OFAC SDN + PEP list screen on a counterparty name. |
| risk.transaction_pattern | algorithmic | 200 | $2.00 | AML pattern analysis over a transaction window — structuring, foreign concentration, source-of-funds opacity. |
| news.fetch_topic | ai | 0 | $0.00 | Perplexity scout for new-law signals on a single topic. Output never authority. |
| news.daily_scan | ai | 0 | $0.00 | Daily Perplexity scan across all monitored topics. Cron-only; not user-triggered. |
| doc.detect_type | ai | 15 | $0.15 | Haiku classifies an uploaded PDF into canonical doc type. |
| doc.extract_structured | ai | 400 | $4.00 | Sonnet structured extraction from a typed PDF into matter fields. |
| doc.full_parse | ai | 500 | $5.00 | Detect + extract + deterministic tag derivation. Single op per uploaded document. |
| drafting.assemble | algorithmic | 1,500 | $15.00 | Assemble a document from clause library using matter facts. |
| drafting.clause_suggest | ai | 400 | $4.00 | AI selects clauses given matter context. |
| drafting.redline | ai | 600 | $6.00 | AI redline of client-proposed edits with attorney review queue. |
| returns.calculate_706 | algorithmic | 5,000 | $50.00 | Calculate Form 706 from matter financial data and decedent record. |
| returns.calculate_709 | algorithmic | 1,500 | $15.00 | Calculate Form 709 gift tax return. |
| returns.calculate_1041 | algorithmic | 2,500 | $25.00 | Calculate Form 1041 fiduciary income tax return. |
| returns.diagnostics_run | hybrid | 300 | $3.00 | Run audit-trigger diagnostics on a calculated return. |