Budgeting AI Legal Assistant for a small agency

Your agency's spend sits in a lifetime tier, not in a recurring subscription that grows with each client you add. The published table lists Personal lifetime, Professional lifetime and BYO key lifetime, and the tier you pick sets the cost. What you get for that commitment is drafting, deadline and evidence work in one place.

Think about what the tool absorbs before you compare tiers. It turns a legal problem into an action plan, a document draft, a deadline calendar and a list of the agencies and steps that apply. For an agency running outreach across six or seven clients, that is work you would otherwise spread across inboxes and spreadsheets.

The BYO key route changes the shape of the cost because you supply your own key rather than buying usage inside the tier. If your volume is steady and you already hold a key, that route may suit you. If your volume swings by client, weigh it against the simpler tiers before committing.

Moving up a tier is mostly about how much usage you need and how you want to pay for it. The tiers are organised by usage or by bring-your-own key, so the difference between Personal and Professional is capacity and the way work is metered rather than a different product underneath.

Each tier still gives you the same core outputs: an action plan, a drafted document, a deadline and evidence checklist, and escalation routes mapped out. What climbs is the amount of work you can push through and the payment arrangement that fits your agency's pattern of client sending.

For a small agency, the practical question is how many client matters you expect to route through in a year. If that number is modest, a lower tier holds. If outreach generates regular legal questions across clients, a higher tier or the BYO key route may match your volume more closely.

The worry you raised is a shared inbox that mixes clients together, and it is a fair one to test before you pay. The product's job is to organise a matter into steps, deadlines and drafts, so check how outputs are structured and whether you can keep each client's work clearly separated in your own filing.

Separation is largely a workflow decision on your side. Because the tool produces a draft, a calendar and a checklist per matter, you can store each under its own client folder and keep sending identities apart. Confirm your own process does that rather than assuming the tool enforces it for you.

Pricing does not answer that concern on its own. Read the tier table for what you spend, then decide separately whether the output format lets you prove where every lead and every document came from. Both questions matter, and only one of them is settled by the published price.

Narrowing to two tiers is easier once you write down your expected volume and your payment preference. Compare Personal lifetime against Professional lifetime if you want usage bundled, or take one of those against BYO key lifetime if you already hold a key and prefer to supply it yourself.

Then map each candidate tier against the work you actually route through. Count the client matters per month, note how often you need a deadline calendar or evidence checklist, and check whether escalation routes are part of your normal output. A tier that fits your real pattern beats one bought on ambition.

Finally, set a review point rather than treating the choice as permanent. If your agency grows or client sending increases, revisit the table and move tier deliberately. Lifetime access means you are choosing a level, so choose the one your current six or seven clients justify.