$25 per matter, including GST. Charged once, when you activate the matter.

No per-user fees. No monthly minimum. Your first two matters are free.

What triggers a charge

Charged

When you activate a matter, which you do before it takes its first trust receipt. The charge is against that matter, once, and never again for the life of the file.

Not charged

  • A matter you have opened but not activated, however long it sits there.
  • Every later receipt, payment or transfer on a matter already charged.
  • Users. Add your bookkeeper, your paralegal and your examiner at no cost.
  • Reports, reconciliations, exports and statements.
  • Your first two matters, ever.

What it comes to

Worth doing before you estimate it on paper. The common error is assuming the charge repeats monthly, which produces a number several times too large.

6

$150.00

for those matters, including GST

Charged once. Those matters are not charged again next month or in any month after, so next month's figure covers next month's new matters only. Your first two matters are free, once, and are left out of this estimate.

GST

The $25 includes GST. Nothing is added on top, and the price you see on this page is the price that leaves your account.

Paying

You pay by card, through Stripe, when you activate a matter. The fee report in the application lists every activated matter and what was paid, and it is kept entirely apart from your trust records. Software fees never touch trust money.

Whether a charge like this is passed on to a client is a question about your retainer and your professional obligations. It is your judgement to make, and not something a software vendor should be advising you about.

If you leave

Your records are not deleted. Trust records carry a seven-year retention obligation and it is yours, not ours, so leaving ends new entries, not your access to the record or your ability to export it. Tell us before you go and the export is arranged with you. Nothing is destroyed at any point.

How you start

By talking to someone. Firms are being set up one at a time, by the person who wrote the software, and the walkthrough doubles as the changeover conversation: your open matters, your opening balances, and where your receipt numbering picks up. Self-serve signup is coming. Until then, the conversation is the signup.

Book a 20-minute walkthrough