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Automate the manual process of document preparation, deliver solutions quicker to your clients, and go from idea to client-ready documents.
Standard Plan Pricing
MOST POPULAR
Best Practice
$330/month
200 Docs/year
Up to 5 Users
For mid-tier firms that regularly create document for clients.
Plan Includes:
Public Access Support Site
Basic Document Support
Basic Technical Support
Webinar Access Only
Public Webinar Access
Only 1 CPD per Month
Surge App Access
Hard Copy Ordering*
BEST VALUE
Strategist
$795/month
Unlimited Docs
Up to 10 Users
For larger firms requiring the full suite of unlimited documents. Includes estate planning and strategy automations.
Plan Includes:
Estate Planning Access
Strategy Automations Access
Full Access Support Site
Priority Document Support
Priority Technical Support
Priority Legal Support*
Full Webinar Access
2 CPD per Month
Surge App Access
Hard Copy Ordering*
*Additional fees for hard copies and Abbott & Mourly support may apply.
