Attorney Pricing

A worthwhile investment for your firm and your clients.


You're saving up to 20%



up to 1 matter




/ month

Billed yearly

up to 20 new matters per month




/ month

Billed yearly

up to 50 new matters per month

No credit card required for free trial

campaign svgLimited Time Offer: Add all of your existing clients to Keepsake completely FREE!

Included in every plan

Custom Intake Forms

Choose from three templates: Estate Planning, Elder Law, and Probate

Firm Collaborators

Add unlimited firm collaborators to create and manage matters


Connect to your CRM, Case Management System, and Drafting Platform

Client Life Portal

Go digital and offer much more than a traditional estate plan

Frequently asked questions

Use Cases

Why would I need Keepsake if I already have my own intake system?

Does Keepsake replace my CRM or case management tool?


How do my clients receive the intake form?

What if my client doesn’t like to use digital tools?

Can I share documents through Keepsake?

How is Keepsake secure?

How does the client portal work? What access do I have as an attorney?

Billing & Memberships

What happens if I go over the amount of matters in my plan?

What happens after the free trial ends?

What happens to my clients’ portals and accounts if I cancel my membership?

How does customer support work?