What's included at each plan level?

Essentials includes Clio integration, a firm-branded client portal, automated record retrieval, physician-designed chronologies, task management, multiparty record sharing, full audit trails, and asynchronous support from a Salva support agent. Standard adds 5x the records and case capacity of Essentials, plus support by appointment. Professional adds 10x the capacity of Essentials, plus a dedicated account representative.