Separate client work before you pick a tier

Four decisions sit in front of you before any money moves: how many client matters run at once, who reviews each draft, how you keep one client's sending apart from another's, and which tier matches that workload. Take them in turn rather than comparing tiers first. The answers shape what you buy far more than the headline offer does.

Your budget line here is preparation time, not legal advice. The assistant turns a client brief into an action plan, a document draft, a deadline and evidence checklist, and a mapped escalation route. That is work an account handler would otherwise do from a blank page. You are paying for a starting point your team then corrects.

Because the tiers are lifetime purchases published on softwareprogrammer.app, treat the spend as a one-off set against the matters you expect to run for your client roster. Keep a note of which tier you chose and why, so a later upgrade decision is a comparison against your own record rather than a fresh guess.

Across the published structure, three lifetime paths appear: Personal lifetime, Professional lifetime and BYO key lifetime. Each gives you the same core work, meaning the action plans, drafts, deadline and evidence checklists, and escalation routes. The difference lies in usage allowance and in whether you supply your own key, which matters most to an agency running several clients.

For a small agency with six or seven clients, the practical question is whether one tier's usage stretches across all of them in a busy month. If it does not, the BYO key path lets you bring your own model key and separate the cost from the subscription. Read the current usage notes on the publisher's page rather than assuming a ceiling.

Set the tiers beside your roster. Personal lifetime suits a single operator testing the workflow on one or two clients. Professional lifetime fits an agency running several matters at once. BYO key lifetime suits an agency that already holds a key and wants that separation. Confirm each tier's inclusions on softwareprogrammer.app before you buy, since those terms govern.

The objection you raised is a shared inbox that mixes clients together, and it is the right thing to worry about. A drafting tool does not fix your routing by itself. What it does is produce a per-matter action plan and draft you file under a named client, so the output carries the client's identity from the first keystroke instead of arriving in a pile.

In practice you brief the assistant one client at a time, with that client's names, deadlines and evidence needs in front of you. The checklist and escalation route it returns belong to that matter, so you can hold them in a client folder and show a lead exactly where their item came from. The separation comes from your process, and the assistant follows it.

That is the honest answer to the doubt: the tool supports separation, but you enforce it. Agree an internal rule that no brief spans two clients, that each draft is labelled before it leaves the assistant, and that a named reviewer signs off. Do that and the mixed-inbox fear stops being a reason to hold back.

When you outgrow a tier, it usually shows up as queues, not as a feeling. You notice that a busy month pushes several client matters into a wait, or that reviewers are correcting the same draft twice because two clients shared one brief. Treat those signals as the trigger to move up rather than adding another tool on top of the first one.

Upgrading here means moving from Personal to Professional, or moving to the BYO key path if key separation is what your roster needs. Because the tiers are lifetime purchases, check what the publisher offers existing buyers before you decide. Confirm the terms on softwareprogrammer.app rather than assuming a credit or a top-up exists.

Before you upgrade, write down what the current tier failed to do in the past month, in client terms. If the answer is throughput, a higher tier may help. If the answer is a muddled process, fix the process first, because a bigger allowance will not separate clients for you. That test keeps the upgrade decision tied to evidence rather than to a vague sense of falling behind.