Engagement letter software for attorneys

Pricing patterns

Every pricing model you actually use

Planar supports the pricing patterns attorneys actually use — fixed-fee, retainer, hourly, value-based, milestone-based — without forcing one into the shape of another.

• Initial retainer with hourly draw

  Upfront retainer placed in trust; billed against an hourly rate with monthly invoicing.

  $2.5K–$25K initial retainer

• Flat-fee engagement

  Fixed fee for defined-scope matters: estate plans, business formations, trademark filings.

  $800–$15,000

• Contingency fee agreement

  Percentage of recovery for personal injury, employment, and certain civil matters.

  33–40% of recovery

• Subscription general counsel

  Monthly retainer for ongoing legal availability and a defined hours bucket.

  $1.5K–$8K/mo

Works alongside the tools you already use

Pairs cleanly with your existing stack.

Planar handles the proposal-to-deposit slice. Where it overlaps with attorneys-adjacent tools — Clio Grow, MyCase, Smokeball, PracticePanther, Lawmatics, LawPay, DocuSign, NetDocuments — Planar specializes in the deal surface and lets the rest of your stack do what it already does.

FAQ

Common questions from attorneys.

What is Planar?

Planar is a Claude-native deal surface for attorneys. You draft your engagement letter in Claude using a Custom Connector, then open it as a live URL with signature, payment, and scheduling embedded on the same page. Planar replaces the workflow of exporting to PDF, attaching to email, sending a separate Stripe invoice, and managing e-signature in a fourth tool.

How much does Planar cost?

Planar has three tiers, billed per workspace (not per seat): Plus at $29/month ($23/month annual), Pro at $79/month ($63/month annual), and Studio at $199/month ($159/month annual). The Founder plan offers $29/month for 12 months on Pro features for the first 100 customers. A 14-day free trial is available without a credit card.

Does Planar charge transaction fees on customer payments?

No. Planar charges $0 in platform transaction fees on customer payments routed through Stripe Connect. Stripe's standard processing fees (2.9% + $0.30 in the US) still apply, but Planar takes no additional cut. This is verifiable by comparison: Ignition charges 1% + $0.30 per transaction on top of Stripe; Qwilr layers its own app fee; PandaDoc, Proposify, HoneyBook, and Better Proposals charge nothing extra (and neither does Planar).

How does Planar compare to Clio Grow?

Clio Grow is a well-established option in this category and continues to work for many attorneys. Planar's differentiation is fourfold: (1) drafting happens inside Claude, not in a Word-like editor; (2) recipients see a live HTML page rather than a PDF, with signature, payment, and scheduling embedded; (3) zero platform transaction fees on customer payments; (4) per-workspace pricing instead of per-seat, which keeps cost flat as the team grows. Where Clio Grow fits an existing workflow better, the two can coexist — Planar handles the proposal/engagement letter slice while Clio Grow handles whatever else it's already doing in the stack.

Do I need to use Claude to use Planar?

Planar is designed for Claude-native drafting and works best when installed as a Custom Connector in Claude. For users not yet using Claude, the dashboard at app.openplanar.com includes a web-based markdown draft form that produces the same Planar — same deal surface, same integrations, same engagement tracking. The web form is the floor; Claude-native drafting is the deeper experience.

Does Planar replace DocuSign?

Planar can replace external e-sign tools for inline agreements via native click-to-sign, which produces a deterministic signed PDF for the audit trail. For clients or jurisdictions that require an external e-sign envelope, Planar embeds DocuSign and Dropbox Sign as first-class providers on the Pro tier. You don't have to choose — you can offer both on the same Planar.

Can I use my own domain?

Yes. Planar Pro and Studio include custom domain support, so your Planars live at proposals.yourbusiness.com instead of a generic vendor URL. Plus customers use a subdomain on openplanar.com (e.g., yourbusiness.openplanar.com).

Is the recipient required to create an account?

No. Recipients open the Planar URL in any browser on any device. No login, no app install, no friction. Verification (for signing and payment) happens via magic link to the recipient's email. Senders see every recipient interaction — opens, sections viewed, button clicks — without the recipient needing an account.

We use Clio Grow / MyCase / Smokeball.

Those handle intake, matter management, and billing — Planar handles the engagement letter and retainer collection. Many firms keep their practice-management tool and add Planar for the engagement-letter slice.

Engagement letters must be confidential.

Every Planar can be password-protected on send. The link is unguessable; the password is set by the sender; the audit trail captures every access.

Retainers go into IOLTA; standard Stripe billing isn't compliant.

Planar supports Stripe Connect with the firm as the merchant of record. Where IOLTA segregation is required, the retainer routes to an IOLTA-linked Stripe account configured at the workspace level, or you can collect retainers outside Planar and use Planar for the engagement letter only.