Simple pricing. Serious results.
Both plans include the core Handled platform. Choose the tier that fits your firm & pay on your terms.
- ✓Core IQ
- ✓Co-Counsel Reporting Portal
- ✓Secure Reporting Perimeter
- ✓AI Quick Ask
- ✓Everything in Handled Success
- ✓AI Smart Flow Agents
- ✓AI Deep Insights Agents
- ✓Portfolio Command Center CRM
- ✓Cross Silo Data Consolidation
- ✓Asset Valuation Dashboard
Frequently Asked Questions
No, and that’s by design. Handled connects to your existing CMS and syncs your data in real time. We layer intelligence, reporting, and co-counsel management on top of the system you already use. Your team keeps working where they’re comfortable. We just make the data they’re sitting on more useful.
You do. Your data remains 100% yours. Handled never takes ownership of your case data, client information, or firm records. We process and enrich it on your behalf, but you retain full ownership and control at all times. If you ever leave the platform, your data leaves with you.
Handled AI lets you ask questions across your entire docket in natural language — not just one case, all of them. It also powers Smart Fields that automatically extract and update data from documents, Deep Insights that surface patterns across your full portfolio, and Data Hygiene that cleans your records automatically (grouping entries like “John Smith”, “Mr John Smith”, and “JS” into one).
You control exactly what’s shared and with whom. Permission settings are granular and mirror your CMS, so nothing is exposed by default. Handled uses magic links with time-sensitive sharing controls — no PII is ever sent through insecure channels. Every login and data access is tracked with a full audit trail.
