Setup and migration

Help from the team that built the platform.

Many teams configure Simply Legal themselves. Many more launch faster with help on discovery, data migration, setup, website launch, and training — from the people who built the system, not a reseller.

Implementation help

Start free, or hand us the heavy lifting.

Plenty of teams set Simply Legal up themselves. When you would rather not, our packages start well below what a big-CRM build costs — and you only pay for the level of help you want.

Free

Self-serve

Import your data, use the built-in setup, and follow the guides. Many teams launch Simply Legal this way at no cost beyond their plan.

From $500

Just the data

Hand us the messy spreadsheet or an export and we clean, map, and verify it with you. Single-source data conversion starts at $500.

From $2,500

Guided onboarding

Working sessions where we configure records, forms, your website, and first workflows around your practice, so day one feels familiar instead of blank.

From $9,500

Standard implementation

Discovery, schema, migration, website and public forms, staff training, and go-live support — the common full launch. Complete and enterprise implementations are available when you need them.

Every package price is a starting point, not a trap: the final quote depends on how much data you have, how tangled it is, and how many systems we are connecting. You will always see the full number, in writing, before any work begins.

Discovery

Map the work before building

We sit with how your practice actually runs — the people, forms, handoffs, and reports — and design the system around it before anything gets configured.

Migration

Move your data without losing it

We move contacts, matters, and intake history out of spreadsheets and your current tools, clean them on the way in, and verify with you before launch. Data conversion starts at $500.

Websites

Launch the public side

We build your hosted pages or wire embeds into your existing website — forms, calendars, directories, and the flows your community actually uses.

Integrations

Connect what you keep

Practice-management sync — including Clio — plus accounting, email, and calendar connections, built and supported by the team behind the platform.

Training

Your team, confident

Working sessions with your real data, not generic videos — plus ongoing support from the same team that built and configured your system.

Bring us the intake pipeline. We will make it feel simple.

Show us how a new matter reaches the firm today — the forms, the inbox, the spreadsheet. We will map it to Simply Legal and show you the version that never drops an inquiry.