| 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 |