CASELODE for Windows Pricing Structure

Monthly Subscription & Purchase Plans
Under the subscription plan, the client has NO up front cash purchase outlay and NO term commitment. You simply pay for services on an “as used” basis. If you prefer to purchase CASELODE, you use the “Purchase Price” column.

(1) (2) (3) (4) (5)
Number of Billable Tkprs Subscription Rate per Month Purchase Price Monthly Maint. Products Included
1 $65.00 $395.00 $25.00 Billing, Trust, Ledger, Payables or Payroll
1 $125.00 $695.00 $30.00 All Products
2 $175.00 $845.00 $35.00 All Products
3 - 5 $325.00 $1370.00 $55.00 All Products
6 - 10 $575.00 $2245.00 $75.00 All Products
11 - 15 N/A $3120.00 $110.00 All Products
16 - 20 N/A $3995.00 $145.00 All Products
21 - 25 N/A $4995.00 $198.00 All Products
26 - 30 N/A $6120.00 $265.00 All Products
31 & Over N/A Call for pricing...   All Products

Product Listing:
  • Time Accounting & Billing with Conflict Checking
  • Trust/Escrow Accounting
  • Accounts Payable / Disbursements
  • General Ledger / Financials
  • Payroll Module
  • Calendar / Docket
  • Case Document Tracking
  • Amicus Time Entry Interface Module
  • Cost Recovery Module (copiers, telephone, facsimile, etc.)
  • Time & Billing Remote Entry Module
  • ASCII File Output Module (for electronic billing, etc. including LEDES98B, LEDES2000, Litigation Advisor, etc.)

To determine your cost, locate the appropriate bracket in column number 1 which represents the number of “billable timekeepers” in your firm. Then decide if you prefer to subscribe to CASELODE or to purchase the products outright. You only pay for timekeepers, regardless of the number of users actually entering data.

Subscription Option: If you prefer to subscribe to CASELODE, once you have located the proper category in column 1, you will find the monthly subscription cost in column 2. Columns 3 and 4 do not apply to this plan. This rate is for the entire firm and not per timekeeper. The rate includes the products, product updates and ongoing technical support. This option is not an on-line service. You install CASELODE on your computer(s) and your data never leaves your office. Firms in South Carolina must add 5% sales tax to the monthly subscription rate. All prices shown are subject to change without notice.

Purchase Option: If you prefer to purchase CASELODE, once you have located the proper category in column 1, you will find your purchase price in column 3. Column number 4 only applies to the purchase option and is strictly optional. Monthly maintenance includes product updates and technical support and may be paid on a monthly or annual basis. If paid annually, we render a discount equal to one month free. Those clients who elect not to subscribe to the monthly maintenance plan may pay for technical support services on an as needed basis. The current rate for technical support is $75.00 per hour with a minimum of $45.00 per incident. Approximately ninety-five percent of our clients do subscribe to monthly maintenance. Firms in South Carolina must add 5% sales tax to the product purchase price. All prices shown are subject to change without notice.

Upgrading to next level:
You may upgrade as needed to any other level of timekeepers by paying the subscription rate for the new level. If you have purchased CASELODE, you simply pay the difference in the bracket you are in and the one you are upgrading to. This feature accommodates firm growth, etc.

Client Support:
Client support is based upon the plan you select (see Subscription and Purchase Options above). Updates are available by USPS and on our Web site. The only additional charges are custom modification of reports and data repair labor for problems caused by hardware and/or power failures. All users are encouraged to maintain adequate back ups of their data of course. Morningstar reserves the right to limit each telephone call to one hour.

Data Conversion:
We will provide data conversions from other products such as PCLaw, Pins, Timeslips, TABS III, Quickbooks, etc. These will be priced on an “as requested” basis, but in many cases will be performed at no charge if your product offers the option to export to an ASCII file or to Excel.

Pricing Philosophy:
We have been developing and marketing accounting software to law firms since the early 1980’s. While some of these client firms only purchased one or two of our products initially, it quickly became evident that all law firms need a totally integrated accounting solution (all products from the same vendor). To this end, we have changed our philosophy to concentrate on solving the entire problem for the law firm. Therefore we have taken the approach of “bundling” all necessary products into CASELODE for Windows. The only exception to this approach is the first item on our price list that is targeted to the firm just getting started. For subscribers, having the products, technical support and ongoing updates bundled into a single monthly service, the law firm can easily budget for its accounting software costs.

Above Prices Include:

  • Complete user / technical reference manuals
  • Installation Procedures
  • Getting Started Guide
  • Daily & Monthly Procedures Guide
  • Sample data for tutorial

Payment Terms:
Subscription based clients must pay each month in advance. You may elect monthly billing or have the fee charged to VISA or MasterCard. Should you purchase your products, we accept prepayment, VISA or MasterCard. If you have purchased your products and elect not to subscribe to our ongoing monthly maintenance plan, you must pay for technical support services as rendered, via either VISA or MasterCard.

Why consider monthly subscription

  • Built in service – it’s not an add-on
  • No up front cash outlay for purchase
  • Subscription payments are fully tax deductible
  • The products you use are continually updated
  • You may cancel your service at any time
  • Much easier for your firm to budget for – “fixed”
Hardware Considerations / Requirements

The following are “minimum suggested requirements” for the proper operation of our products:

  • All products require Windows 95, 98, NT, XP, 2000 or ME. Networks supported are Windows, Novell, NT and other networks that are Net Bios compatible.
  • All products are network ready, allowing simultaneous access.
  • We recommend 512mb of RAM per workstation as a minimum (preferably 256 to 512). We also recommend that your workstations be of Pentium quality running at least 500 Mhz and contain a CD Rom. Additionally, monitors should be capable of displaying 800 x 600 resolution. We recommend a minimum size of 17” for monitors.
  • We recommend at least four gigabytes of disk space, but his can vary with the size of the firm and the length of time you desire to retain historical data. We also recommend that you have a PC with a ZIP drive or a CD Writer.
  • We recommend a Windows compatible laser printer for both reports and checks.

Last Updated: 2/28/2007
© 2007 Morningstar Holding Corporation