PRICING
Simple Pricing, Powerful Results
No hidden fees. No long-term contracts. Choose the plan that matches your firm's size and start automating your practice today.
PRICING PLANS
Transparent Plans for Every Firm
Scalable solutions designed to grow with your practice.
Starter
- Up to 3 Users
- Basic Case Management
- Standard Intake Forms
- Email Support
Professional
- Everything in Starter
- Full AI Workforce Access
- Medical OCR & Chronologies
- QuickBooks Integration
Advanced
- Unlimited Users
- Custom AI Fine-Tuning
- White-Glove Onboarding
- Dedicated Account Manager
COMPARE PLANS
Everything You Get at Every Tier
| Feature | Starter | Professional | Advanced |
|---|---|---|---|
| Users included | Up to 3 | Up to 15 | Unlimited |
| Active matters | 250 | 2,500 | Unlimited |
| AI Client Intake | ✓ | ✓ | ✓ |
| AI Legal Engine drafting | 50 / month | Unlimited | Unlimited + custom models |
| AI medical record analysis | — | ✓ | ✓ |
| Smart Templates | 25 templates | Unlimited | Unlimited + AI authoring |
| Work Drive storage | 100 GB | 1 TB | Unlimited |
| Custom KPI dashboards | — | ✓ | ✓ + AI insights |
| Agent Builder | — | ✓ | ✓ + custom training |
| Integrations | Core set | All standard | All + custom API |
| Support | Priority email + chat | Dedicated account manager | |
| White-glove onboarding | — | — | ✓ |
WHY Docktix
More Value Than Any Alternative
Replace 7+ Tools
Stop paying for separate intake, CRM, document, email, eSign, accounting, and scheduling tools. Docktix replaces them all.
No Hidden Costs
Every feature is included in your plan. No per-document charges, no add-on fees for integrations, and no surprise overages.
ROI in 30 Days
Firms typically see measurable time savings within the first month — faster intake, fewer missed deadlines, and reduced admin overhead.
SEAMLESS TRANSITION
Switching is Easier Than You Think
Our white-glove migration team handles the data transfer from your old system to Docktix.
Data Audit
We analyze your current database from Clio, Filevine, or Needles.
Secure Transfer
Our engineers move your matters, documents, and contacts securely.
Team Training
We provide 1-on-1 training sessions to get your staff up to speed in days.
TRUST & COMPLIANCE
Built to the highest security standards
Your clients' data is protected by enterprise-grade security, independently verified by the industry's most trusted certification bodies.
SOC 2 Type II
Independently audited controls for security, availability, and confidentiality.
HIPAA Compliant
Full compliance with federal standards for protected health information.
ISO 27001
Internationally recognized certification for information security management.
AES-256 Encryption
Military-grade encryption applied to all data at rest and in transit.
ABA Compliant
Adheres to American Bar Association data security guidelines for law firms.
GDPR Ready
Built-in tools to meet EU data protection and privacy requirements.
CCPA Compliant
Supports California Consumer Privacy Act rights for your clients.
Pen Tested
Regular third-party penetration testing to identify and remediate vulnerabilities.
Pricing Questions
Is there a free trial available?
Yes. Every plan includes a 14-day free trial with full access to all features in that tier. No credit card required to start.
Can I switch plans later?
Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle, and we'll prorate any differences.
What happens when I exceed the user limit?
You'll receive a notification when you approach your user limit. You can add additional seats or upgrade to a higher tier. We never lock you out without notice.
Do you offer annual billing discounts?
Yes. Annual billing saves you 20% compared to monthly pricing. Contact our sales team for details on annual and multi-year agreements.
Is my data secure?
Docktix is SOC 2 Type II certified, HIPAA compliant, and uses AES-256 encryption at rest and in transit. Your client data is protected by enterprise-grade security infrastructure.
What's included in the white-glove onboarding?
White-glove onboarding includes a dedicated migration specialist, full data transfer from your existing systems, custom workflow configuration, and hands-on team training sessions.
Can I cancel anytime?
Yes. There are no long-term contracts. You can cancel your subscription at any time, and you'll retain access through the end of your current billing period.
Ready to Transform Your Practice?
Start your 14-day free trial. No credit card required.