Simple, tiered pricing

Process serving and investigations in one platform. Choose the tier that fits your agency — upgrade anytime as you grow.

These are expected prices and plan details for upcoming general availability. Pricing is subject to change before the plans go live for all agencies.

Starter

$59/mo

Solo operators and very small shops, one module.

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Professional

$149/mo

Most agencies — both modules, AI tools, client portal.

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Business

$299/mo

Growing or multi-location agencies, vendor network.

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Enterprise

Custom

Large agencies and franchises, custom integrations.

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Notary module

Add notarial signing services to any plan above, or subscribe to Notary on its own — client management and billing for your notary business are included either way.

Notary Add-On

$49/mo

Adds the Notary module to any Starter, Professional, Business, or Enterprise plan.

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Notary Standalone

$89/mo

Just notary work? No case-management tier required — includes client management and billing for your notary business.

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Full feature comparison

Feature	Starter	Professional	Business	Enterprise
Modules	Choose ONE: Process Serving or Investigations	Both modules	Both modules	Both modules
Included users	1 admin + 2 field	Up to 8	Up to 20	Unlimited
Extra seats	Not available — upgrade required	$12–15/user/mo	$12–15/user/mo	Negotiated
Core case management	✅	✅	✅	✅
Field task scheduling	✅	✅	✅	✅
Mobile app access	✅	✅	✅	✅
Internal messaging	✅	✅	✅	✅
Email notifications	✅	✅	✅	✅
Affidavit generation	❌ — upload your own affidavit per job	One standard template	Full template library + custom branding	Full template library + custom branding
Dispatcher dashboard	✅ (single agency)	✅ (single agency)	✅ + multi-agency view	✅ + multi-agency view
SMS notifications	❌	✅	✅	✅
AI PDF import	❌	✅ (Requires your own Claude API key)	✅ (Requires your own Claude API key)	✅ (Requires your own Claude API key)
AI case update / report drafting	❌	✅ (Requires your own Claude API key)	✅ (Requires your own Claude API key)	✅ (Requires your own Claude API key)
Contract management + e-signature	❌	✅	✅	✅
Service / investigation quotes	❌	✅	✅	✅
Retainer & expense tracking	Basic (view only)	Full	Full	Full
Client portal	❌	✅	✅	✅
Reporting & export	Basic counts only	Full reports	Full + export	Full + export + custom
Audit / email logs	30-day retention	1-year retention	1-year retention	Unlimited retention
Vendor network / agency partnerships	❌	✅	✅	✅
Multi-agency dispatcher	❌	❌	✅	✅
API access	❌	❌	✅	✅
Webhook integrations	❌	❌	✅	✅
Support	Email, standard	Email, standard	Priority email/chat	Dedicated rep + SLA