Unlimited staff and collaborator users
Invite everyone who helps run client intake; pricing is not based on how many staff or collaborators need access.
IncludedIncluded on every plan with no seat-based pricing.
Simply Legal features
People, access, and security
Unlimited users, permission boundaries, sign-in, constituent access, and security practices.
What’s included
Roles and feature permissions
Give each Team User the product areas they need without handing over the whole admin surface.
See how legal teams use this
- A seasonal helper can get exactly the areas they need and nothing else.
- A new teammate can start from a role instead of a checklist of settings.
IncludedIncluded on every plan, including Free.
Data permissions for Team Users
Limit Team Users to the clients, contacts, and matters and fields they should work with while Team Admins keep full oversight.
See how legal teams use this
- A Team User can see their own program’s records and not the rest.
- Sensitive fields can hide from roles that do not need them.
IncludedIncluded on every plan, including Free.
Simply Login and MFA
Sign in through Simply Login with multi-factor authentication support and a consistent account boundary across products.
IncludedIncluded on every plan, including Free.
Access rules for people outside the team
Give external people access to the right portal, page, or workflow without turning them into Team Users.
See how legal teams use this
- Clients can sign in to a portal without becoming staff accounts.
- Access rules decide which records a signed-in visitor can see.
IncludedIncluded on every plan, including Free.
AWS-backed hosting and security practices
Run on AWS infrastructure with clear platform boundaries, audit records, and secure deployment practices.
IncludedIncluded on every plan, including Free.
Matter ethical walls and privilege-aware classification
Build ethical walls around matters and clients, require explicit access even for administrators when firm policy calls for it, and prevent names, counts, search results, files, relationships, or work product from leaking through side channels.
IncludedCore confidentiality controls are included on every Simply Legal plan.
SSO, SCIM, MFA, and firm session policy
Enforce firm-managed sign-in with MFA, SSO, SCIM lifecycle, session and idle limits, device visibility, step-up checks, and prompt revocation when a person leaves or changes roles.
IncludedMFA, SSO, SCIM, session safety, and revocation are core security—not a premium tax.
Accountable audit, emergency access, and support access
Separate security, directory, audit, and data duties; make emergency access justified and short-lived; and keep Simply360 support access off by default, customer-visible, scoped, consent-aware, and revocable.
IncludedAudit access and the right to disable or revoke support access are included.
Scanned files, legal holds, retention, and verified deletion
Quarantine files until validation and malware scanning pass, preserve scope and provenance through every derivative, and distinguish archive, soft deletion, hard deletion, and legal hold across live and aged copies.
IncludedBaseline scanning, lifecycle controls, legal holds, and verified deletion are included.
DLP, expiring shares, and controlled exports
Control download formats, bulk thresholds, recipients, destinations, expiring links, watermarks, approvals, and anomaly alerts for every web, API, agent, automation, job, report, and connector path.
IncludedNormal download, sharing, export, DLP, and approval controls are included.
Matter-aware AI and approved connectors
Let firm, client, carrier, and matter policy control providers, models, tasks, tools, destinations, citations, and human review. Permissions filter sources before content reaches AI, and personal or unapproved clients can be prohibited.
IncludedThe controls are included; provider usage and managed integrations retain their published usage or add-on pricing.
Independent assurance and a current trust package
Review maintained control evidence, data-flow and subprocessor documentation, DPA and security terms, independent testing, incident and recovery exercises, deletion evidence, AI terms, and current procurement answers.
IncludedThe standard security and trust package is included for customer review.
Customer staging and controlled production releases
Give selected firm users a staging environment for synthetic or curated UAT, then promote the exact approved release to production with compatibility checks, separate duties, a production configuration lock, and audited break glass.
Optional add-onScoped and quoted for firms that need customer staging, UAT evidence, or formal separation of duties.
Dedicated infrastructure options
Add dedicated regions or environments, private connectivity, customer-managed encryption keys, unusually long retention, or customer-specific assurance work when a client contract or firm policy justifies the added infrastructure.
Optional add-onScoped and quoted for dedicated infrastructure, private networking, customer-managed keys, or unusually costly retention.
Ready to see Simply Legal in context?
We can walk through the features that matter for legal teams and leave the rest out of the way.