Pricing

Flat member license per firm. Never per-client, never a percentage of the legal fee. Four tiers, one simple license.

The soft-launch pricing window has closed. The rates below are the standard rates for new members.Founding Firm 2026 available for a limited time.
CORE
Unlock Success
$800/mo

per month · 1-year commitment

Up to 4 advisor accounts

  • Trademark license
  • LegacyKey operating-system account
  • Unlimited tech support
  • Author's best-selling book
  • In-app training
ELITE
Most popular
Aggressive Growth
$2,600/mo

per month · 1-year commitment

Up to 20 advisor accounts

  • Everything in CORE
  • Peer Community
  • In-person annual Members Event

Most firms start here.

Select your license tier
ENTERPRISE
Done For You
$8,600/mo

per month · 1-year commitment

Unlimited advisor accounts

  • Everything in ELITE
EXCLUSIVE
Territory Control
Inquire

sales-gated · internal approval

Unlimited advisor accounts

  • Everything in ENTERPRISE
  • Exclusive LegacyKey license in a designated US jurisdiction
  • State-level competitive protection

Pricing varies by jurisdiction, from $8,000 to $40,000+ per month, based on market demographics. Not all states are available.

Cannot be purchased at checkout. Request availability via the contact form.

Request exclusivity

Practicing in more than one state? Your primary practice jurisdiction is included at every tier at no additional charge. Each additional U.S. jurisdiction where you deploy the program adds a flat $2,000/month on top of your tier rate, at every tier.

Side by side

Compare tiers

Every tier includes the trademark license, the OS account, unlimited tech support, the method book, the stock marketing suite, and the in-app training library. Higher tiers add the Peer Community, the Members Event, Total Business Integration, and (at EXCLUSIVE) jurisdictional licensure.

CORE

Trademark license
LegacyKey OS access
Unlimited OS tech support
Method book Effortless (1 copy)
Stock marketing suite
In-app training library
Advisor accounts
Up to 4
Peer Community
Annual Members Event
Total Business Integration
  • Operational review
  • On-site team training
  • Custom-branded marketing
  • Digital Marketing Specialist (details)
  • Private Executive Coach (details)
Territorial exclusivity

ELITE

Trademark license
LegacyKey OS access
Unlimited OS tech support
Method book Effortless (1 copy)
Stock marketing suite
In-app training library
Advisor accounts
Up to 20
Peer Community
Annual Members Event
Total Business Integration
  • Operational review
  • On-site team training
  • Custom-branded marketing
  • Digital Marketing Specialist (details)
  • Private Executive Coach (details)
Territorial exclusivity

ENTERPRISE

Trademark license
LegacyKey OS access
Unlimited OS tech support
Method book Effortless (1 copy)
Stock marketing suite
In-app training library
Advisor accounts
Unlimited
Peer Community
Annual Members Event
Total Business Integration
  • Operational review
  • On-site team training
  • Custom-branded marketing
  • Digital Marketing Specialist (details)
  • Private Executive Coach (details)
Territorial exclusivity

EXCLUSIVE

Trademark license
LegacyKey OS access
Unlimited OS tech support
Method book Effortless (1 copy)
Stock marketing suite
In-app training library
Advisor accounts
Unlimited
Peer Community
Annual Members Event
Total Business Integration
  • Operational review
  • On-site team training
  • Custom-branded marketing
  • Digital Marketing Specialist (details)
  • Private Executive Coach (details)
Territorial exclusivity
By agreement

EXCLUSIVE is sales-gated and never self-serve. Request exclusivity via the contact form below.

Founding offer

Founding Firm 2026

Join in 2026 and your rate never moves — for the life of your membership.

Available through December 31, 2026

Founding Firm 2026

Lock in your checkout-date rate for life

  • Personal onboarding at setup
  • One author-signed copy of the book
  • Your monthly rate locked at your checkout-date rate for life
Full terms

Your monthly rate is permanently locked at the rate in effect on your checkout date — for the life of your membership, including all renewals. The 12-month commitment runs from Activation. Available to members who complete checkout in 2026. Non-transferable; applies solely to the original subscribing Member.

The Founding Firm 2026 offer is available on checkouts completed through December 31, 2026.

How billing works

A $500 deposit at checkout, credited against your first monthly invoice. Your 12-month subscription term begins on your Activation Date — the date your operating-system credentials are delivered — not the checkout date. Monthly billing falls on the 1st of each calendar month thereafter.

  • 12-month commitment, billed monthly. Auto-renews annually.
  • Opt out of auto-renewal any time before your anniversary — no advance notice required.
  • Never a fee on individual client matters — flat firm subscription only.
  • Membership upgrades take effect on the 1st of the month following request.
  • Downgrades approved once advisor accounts are at or below the target tier cap.
Deposit policy

The $500 deposit is non-refundable. Sole exception: if your OS login credentials are not delivered by the 2026-09-08 public launch date, you’re entitled to a full $500 refund on written request. Memberships purchased on or after 2026-09-08 receive same-day credential delivery and the exception does not apply.

First invoice by tier
Monthly tier rate minus the $500 deposit credit. Founding Firm 2026 members lock in their checkout-date rate for life; billing otherwise follows this schedule.
CORE
Monthly rate
$800
Deposit credit
−$500
First invoice
$300
ELITE
Monthly rate
$2,600
Deposit credit
−$500
First invoice
$2,100
ENTERPRISE
Monthly rate
$8,600
Deposit credit
−$500
First invoice
$8,100
EXCLUSIVE
Monthly rate
Custom
Deposit credit
−$500
First invoice
Custom − $500

Billing example

Day of purchase: Same-day credential delivery — that date is your Activation Date.

1st of next month: First invoice = monthly tier rate − $500 deposit credit (see table above).

1st of every month after: Full monthly tier rate.

12-month anniversary: Auto-renews for a new 12-month term — opt out any time before then, no advance notice required.

Designed for compliance

Flat member license. Never per-matter.

LegacyKey's fee model is a flat member license per firm. Never a percentage of a client's legal fee. Never a per-client-matter fee. Legal fees stay entirely outside the platform, collected by your own processor. Structured this way for compliance reasons.

  • No Fee-SharingFlat firm subscription, never a percentage of a client matter. Legal fees stay with your firm and your processor of choice.
  • Advisor Non-ExclusivityAdvisors can affiliate with multiple firms. The platform never gates a referral relationship as exclusive.
  • No Per-Matter PricingSubscription scales on firm-side metrics — never client-matter volume. Disciplined per-client platform fees stay outside the model.