Your practice, your pricing

We offer tailor-made pricing plans for law firms of all sizes — so you pay only for what you need. Help us get to know you better for a custom quote.

Essential

For firms striving to boost client capacity while operating at peak efficiency.

What’s included:

  • 500 contacts*
  • Client intake
  • Lead management
  • Calendaring
  • Custom forms
  • E-signature
  • SMS
  • Task management
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Premium

For firms targeting rapid growth, record high profitability, and market leadership.

What’s included:

  • Everything in Essential
  • 10,000 contacts*
  • Workflow & marketing automation
  • Round-robin scheduling
  • Advanced conflict checking
  • Email marketing
  • Custom reporting
  • Analytics & ROI tracking
  • Custom dashboards
  • Event management
most popular

Enterprise

Talk to us for a comprehensive solution that meets all your large-scale cross-functional needs.

What’s included:

  • Everything in Premium
  • 10,000 contacts*
  • Workflow & marketing automation
  • Round-robin scheduling
  • Advanced conflict checking
  • Email marketing
  • Custom reporting
  • Analytics & ROI tracking
  • Custom dashboards
  • Event management
  • Custom pricing
  • Dedicated account manager
  • Full access to all features
most popular
add-on

QualifyAI

Instantly identify and route your best leads with AI. Spend less time on lead qualification, and get consistent evaluations every time. Credit-based pricing applicable to any plan.

add-on

Time & Billing

Time tracking, data insights, client management, payment processing, and invoicing. Applicable to any plan.

*Additional contacts sold separately.

Compare Plans Side by Side

Essential

Premium

Plan Details

User minimum
?
3
3
Custom user roles
?

Client Intake

Automations
?
10
Unlimited
Custom forms
?
Password protected forms
?
Appointment booking
?
E-signatures
?
50
Document automation
?
File requests
?
Collections
?

CRM

Contacts
?
500*
10,000*
Client relationship management
?
Conflict checking
?
Basic
Advanced
Calendaring
?
Round-robin scheduling
?
Pipelines
?
Task management
?
Two-way SMS / text messaging
?
50/mo*
50/mo*
MMS
?
Add-on
Add-on
Event management
?
LMPay
?
Client portal
?

Marketing Automation

HTML email builder
?
LM[AI]
?
Email sends
?
50,000/mo
Audiences
?
Unlimited
Unlimited
Custom email domain
?

Reporting and Insights

Analytics & dashboard
?
Custom reports
?
Custom dashboards
?
Source reporting
?
ROI tracking & analysis
?
URL UTM tracking
?

Time & Billing

Billing & invoicing
?
Included in add‑on
Included in add‑on
Time & expense tracking
?
Included in add‑on
Included in add‑on
Online payments
?
Included in add‑on
Included in add‑on
Your practice, your pricing

We offer tailor-made pricing plans for law firms of all sizes — so you pay only for what you need. Help us get to know you better for a custom quote.

Essential
For firms striving to boost client capacity while operating at peak efficiency.

What’s included

Everything in Basic

500 contacts¹

Client intake

Lead management

Calendaring

Custom forms

E-signature

Task management

AI-powered²

AI lead qualification

AI lead engagement

AI copilot

AI automations

AI agents

AI communication

MOST POPULAR
Premium
For firms targeting rapid growth, record high proitability, and market leadership.

What’s included

Everything in Essential

10,000 contacts¹

Workflow & marketing automation

SMS & MMS²

Round-robin scheduling

Advanced conflict checking

Email marketing

Custom reporting

Analytics & ROI tracking

Custom dashboards

Event management

AI-powered²

AI lead qualification

AI lead engagement

AI copilot

AI automations

AI agents

AI communication

MOST POPULAR
Enterprise
Talk to us for a comprehensive solution that meets all your large-scale cross-functional needs.

What’s included

Everything in Premium

10,000 contacts¹

Workflow & marketing automation

SMS & MMS²

Round-robin scheduling

Advanced conflict checking

Email marketing

Custom reporting

Analytics & ROI tracking

Custom dashboards

Event management

Custom pricing

Dedicated account manager

Full access to all features

AI-powered²

AI lead qualification

AI lead engagement

AI copilot

AI automations

AI agents

AI communication

MOST POPULAR

Add-ons

Accelerate your workflows even further

01

Stop sorting leads manually. Merlin Qualify evaluates every new lead and surfaces your best cases automatically.

02

Build outreach agents that sound like your firm, respond to leads 24/7, and keep the conversation going until they convert.³

03

Describe what you need. Merlin Copilot builds it. Automations, reports, and live data answers — all in plain language prompts.

Time & Billing

Manage every client from first contact to final invoice.

Time tracking, data insights, client management, payment processing, and invoicing. Applicable to any plan.

Add Time & Billing to your plan.

¹Additional contacts sold separately

²Available to add on for an additional fee

³Requires Merlin Qualify

Compare Plans Side by Side

Essential
Premium
Enterprise
User minimum
?

3

3

5

Custom user roles
?
Automations
?

10

Unlimited

Unlimited

Custom forms
?
Password protected forms
?
Appointment booking
?
E-signatures
?

50

Document automation
?
File requests
?
Collections
?
Contacts
?

500*

10,000*

10,000*

Client relationship management
?
Conflict checking
?

Basic

Advanced

Advanced

Calendaring
?
Round-robin scheduling
?
Pipelines
?
Task management
?
Two-way SMS / text messaging
?

50/mo*

100/mo*

MMS
?

Add-on

Add-on

Event management
?
LMPay
?
Client portal
?
HTML email builder
?
Email-drafting AI
?
Email sends
?

50,000/mo

50,000/mo

Audiences
?

Unlimited

Unlimited

Custom email domain
?
Analytics & dashboard
?
Custom reports
?
Custom dashboards
?
Source reporting
?
ROI tracking & analysis
?
URL UTM tracking
?
Billing & invoicing
?

Included in add‑on

Included in add‑on

Included

Time & expense tracking
?

Included in add‑on

Included in add‑on

Included

Online payments
?

Included in add‑on

Included in add‑on

Included

Real customers, real results with AI and automation

Nesevich Law

400

%

Revenue increase

Estate Planning

The Creator’s Law Firm

25

%

Increase in lead conversions

Intellectual Property

Leppard Law

12

%

Conversion rate increase

Criminal Defense

Bourassa Law Group

40

Conversion rate increase

Personal Injury

Sullivan Law & Associates

$

500

Average increase per retainer

Family Law

Florida Women’s Law Group

100

%

Increase in revenue

Family Law

Sterling Immigration Ltd.

120

%

Increase in lead conversions

Immigration Law

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Lawmatics in action?

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