Choose your plan

We offer a wide range of plans to suit firms of all shapes and sizes.
All plans include support, unlimited data storage, and industry leading security.

Standardize your intake process and automate your document production with Rally.
Starting at
per month
Includes 1 user license,
$49/mo. for each additional license.
Client Intake
Client Questionnaires
Document Automation
DIY Template Builder
Book a demo
Grow your firm by selling services online and providing an effortless client experience.
Starting at
per month
Includes 1 user license,
$79/mo. for each additional license.
Everything in Lite and...
Menu of Services
Custom Branding / Whitelabelling
E-Signature for Firms
Document Sharing
Client Portal
Priority Support & Training
book a demo
White glove service for firms looking to have their workflow built by our automation experts.
Starting at
per month
Get in touch for a quote
on enterprise solutions.
Everything in Essential and...
Document Automation Concierge
Zapier Integration
Calendar Booking Integration
Live Client Chat
Client Specific Templates
E-Signature for Clients
Custom Development
Enterprise SLA
Dedicated CSM
Book a CallBook a demo

Can’t decide which plan is right for you? Call us at 1-(800)-881-0026 x2 or email Our Team is available Monday to Friday from 8 a.m. to 8 p.m. EST.

Connect with our team and find a plan that works for you

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