Trial, billing, implementation, and what CaseHarvest does — and does not — do.
Selected firms run a measurable 14-day pilot on one lead source. At the end we show contacted, qualified, booked, and converted. After that: paid implementation + first month, then monthly subscription. Open unlimited free trials are not the default sales path.
Activation bills implementation + first month upfront, then the monthly plan. Each tier includes a defined pool of SMS segments, phone/AI minutes, and email sends. Going over bills overage on your Stripe invoice (paid plans) or pauses expensive sends until you upgrade (pilot). Usage is never unlimited. Your Meta ad spend stays on the firm’s card.
Yes. Cancel anytime from billing/settings or by emailing info@caseharvest.co. Cancellation stops future monthly renewals. Setup fees already paid are non-refundable unless we fail to complete the agreed implementation window.
Number provisioning / forwarding guidance, SMS consent path check, intake form + missed-call text-back configuration, staff login setup, and a 30-day implementation & performance review on your real leads. Timeline is typically live inside 1–5 business days after you provide call-forwarding and CRM contacts.
No. CaseHarvest sits in front of intake — speed-to-lead, recovery, qualification, booking — and can webhook out to HubSpot, Clio, Filevine, Zapier, and similar tools.
No. CaseHarvest and Click Venture Capital LLC are not a law firm. Attorneys remain responsible for legal advice and case-acceptance decisions. We automate intake workflow and routing only.
We target continuous availability with health monitoring and auto-recovery on the production host. Priority support is included on Growth and Pro. For urgent issues call (928) 356-4836 or email info@caseharvest.co.
Starter $997/mo · Growth $1,997/mo · Pro $3,500/mo · Enterprise $7,500/mo. Implementation $1,500 / $2,500 / $3,500 / $5,000. Storage file volume is not metered yet (evidence rows store filenames only, no blob store).
Calendar-month allowances. SMS is counted in carrier segments (160 GSM-7 characters, or 70 if the text needs Unicode). Phone/AI minutes are call seconds rounded up. Email is each successful SMTP send.
Starter — 1,500 SMS · 400 phone/AI min · 1,000 emails
Growth — 4,000 SMS · 1,000 phone/AI min · 3,000 emails
Pro — 10,000 SMS · 2,500 phone/AI min · 8,000 emails
Enterprise — 30,000 SMS · 6,000 phone/AI min · 25,000 emails
Overage: $0.02 / SMS segment · $0.15 / phone-AI minute · $0.01 / email. Meta ad spend stays on the firm's card. Paid-plan overages attach as Stripe invoice items on the next subscription invoice. Settings → Plan shows used vs included.
After signup, admins upgrade in Settings → Plan. That opens a secure Stripe Checkout (setup + first month, then monthly). Message/data rates from your carrier may apply for SMS.