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Initio pricing

#17 of 25 in Legal Intake SoftwareLegal CRM Software

Initio costs from $49/seat/mo on its cheapest paid plan; 2 plans in all, as listed on initio.legal — prices checked 20 Sep 2026.

7.6/10Editor score
Visit Initio
Initio7.6 Visit Initio

Initio pricing at a glance

Plans Paid No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on initio.legal

Initio plans & pricing

PlanPriceKey limits
Intake$49/seat/mo Per attorney seat, per month
  • Automatic lead capture
  • Automated reply emails
  • Consultation booking
  • Dynamic intake forms
  • AI consultation prep
  • Conflict check against the party list
Automate$149/seat/mo Per attorney seat, per month
  • Everything in Intake
  • Engagement letter generation
  • Engagement letter e-signature
  • Retainer payment routing
  • Confido Legal integration
  • Automatic matter creation

Prices as published by the vendor on initio.legal, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Money-back guarantee
    60 days
  • Built for
    Solo, Small business
  • Integrations
    5 integrations: Cal.com, PandaDoc, Confido Legal, AWS S3, Resend
  • Free plan
    No
  • Paid from
    $49/seat/mo
  • Lead qualification
    Yes

Our full Initio verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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