Get on the waitlistOne workspace for your whole practice.
Matters, documents, tasks, messaging, calendar, billing, and e-sign — for solo and small law & CPA firms tired of paying $85+/user/month for Clio. Built dual-vertical from day one.
Lock in lifetime founders pricing.
The first 100 firms on the waitlist keep their founders rate forever — even after public launch.
- Skip the line on early-access invites
- No charge until you say go
- Direct line to the founder for feedback
Request Early Access
Drop your email and we'll send your founders-pricing invite when it's ready.
The whole practice. None of the bloat.
Everything a small law or CPA firm actually uses. Every module designed around the matter, not bolted on.
Matter-centric workspace
Every doc, task, message, deadline, and invoice attached to one matter. No more digging through Gmail and Dropbox to find that W-2.
Document collection that actually finishes
Branded portal, AI auto-naming ("Acme – Bank Statement – Mar 2026.pdf"), automated chase emails. Clients complete in days, not weeks.
Workflows + tasks
Apply "Divorce intake" or "New client tax prep" — 8–10 tasks spawn with proper due dates and assignees. Client-visible tasks land on their portal.
Per-matter messaging
Internal team notes vs. client-visible messages on one timeline. File attachments, read receipts, email notifications. The thread Gmail wishes it was.
Calendar + deadline packs
CPA federal calendar (Apr 15, Jan 31, quarterly estimateds) auto-populates on every tax engagement. CA pre-trial deadlines fan out from a trial date. Subscribe via ICS.
Stripe-powered billing
Track time, build invoices from unbilled hours, send. Client pays via Stripe. Money lands in your account. Overdue auto-reminders chase late invoices for you.
AI that does the boring stuff for you.
Document review takes hours when you do it manually. BopSuite reads what clients upload, validates it, names it, and files it — before you even open the matter. Powered by Claude.
What clients actually send. Hard to file, harder to find.
Renamed, validated, deduplicated. Ready for your ZIP export.
Smart file renaming
Reads the document — bank statement, W-2, 1099, pay stub, mortgage statement, driver's license — and renames the file with the institution, period, tax year, or expiration date. ZIP export gives you a clean, sortable folder, every time.
Duplicate detection
If a client uploads the same file twice — different field, different submission round, doesn't matter — BopSuite catches it by content hash and flags the second copy on the review screen. So you don't end up with two “Bank Statement March” entries in the ZIP.
Metadata extraction
Period start + period end. Institution + last-4. Tax year + employer. 1099 form variant. Driver's license state + expiration. Pulled out of the PDF, written to the submission, surfaced on the review screen — so you know what's in front of you without opening it.
Tax-form box completeness
W-2 and 1099 uploads are scanned for empty required boxes — Box 1 (wages), Box 2 (fed withholding), Payer's TIN on a 1099-NEC, etc. If anything's blank, the review screen calls it out before you build the return on incomplete data.
Live format validation
SSN, EIN, phone, email, ZIP, dates — every typed-in field is checked the moment it's entered. The client sees “Will save as 554-78-4578 ✓” as they type. No more invoices going to wrong@gmial.com.
Coming soon
Matter summaries (one paragraph, what's the latest), smart nudges across stalled matters, draft reminder text, document auto-filing from email. The AI thread runs through the product — not behind a settings page.
All AI features included on Practice and Firm plans. Starter gets a free 50/month allotment.
The competition isn't built for you.
Clio and TaxDome are sized for big firms with big budgets. SmartVault is just docs. Generic tools bolt AI on as an afterthought. We did this differently.
Clio: $85+/user/mo, bloated, weak document collection.
BopSuite: $29–89/user/mo, opinionated. Doc collection is the wedge.
TaxDome: priced for big firms, slow client portal.
BopSuite: built for 1–15 person firms. Portal is fast and mobile-first.
SmartVault: docs only — still need Clio + QBO + Calendly on the side.
BopSuite: docs are one of seven modules. Cancel the rest.
Generic PM: AI is a settings page nobody uses.
BopSuite: AI extracts metadata, auto-files docs, drafts reminders inline.
Pay for what your firm actually needs.
Three tiers. No add-ons. No "call for pricing." 20% off annual. Founders pricing locked for life if you join the waitlist before launch.
Solo practitioners getting started
- ✓1 user
- ✓Unlimited matters + clients
- ✓Document collection + tasks + messaging
- ✓Calendar + time tracking
The default for working firms
- ✓3 users
- Everything in Starter, plus:
- ✓AI doc validation + auto-extraction
- ✓Invoicing + Stripe payments
- ✓E-signature + intake forms
- ✓CPA + CA court deadline packs
- ✓Custom workflows + branding
- ✓Basic reporting
Multi-attorney + multi-CPA shops
- ✓10 users
- Everything in Practice, plus:
- ✓Full reporting + exports
- ✓Role-based access
- ✓White-label client portal
- ✓AI matter briefings
- ✓Priority support
Per user / month, billed monthly. 20% off when paid annually. Cancel anytime.
Don't miss founders pricing.
The first 100 firms on the waitlist lock in lifetime founders pricing when we launch. After that, full price.
Request Early Access →No credit card. We email you as soon as your invite is ready.
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