Yes. Monolo offers a 14-day free trial with a payment card required. Choose your plan when signing up. Your subscription starts automatically after the trial unless you cancel beforehand.

Monolo encrypts data during transfer and storage and uses role-based access controls. Your firm controls its client data. Monolo does not sell personal information or share it with advertisers.

Yes. Invite attorneys, paralegals, and caseworkers to your firm's account and assign them to cases. Assigned caseworkers receive relevant case notifications. Each team member who works on cases needs a paid seat.

Yes. Clients can complete questionnaires, upload documents, review shared forms, and submit signed pages through their portal. Your firm chooses which forms, notices, and case updates to share.

Your subscription depends on your plan and the number of caseworker seats, including the main account. Plans include different features and document-extraction allowances. Removing a team member leaves their seat available and does not automatically reduce your bill.

Contact us with details of your current system and the records you need to move. We'll review your requirements and confirm the available options before you switch.

Yes. Cancel before your trial ends to avoid being charged. For paid subscriptions, access continues until the end of your billing period. Cancellation does not automatically delete your case records.

Yes. Your team can review and edit populated forms before finalizing them. You can also share forms with clients for review and request corrections. Automatic form population does not replace your firm's review.

Yes. Set payment milestones by date or case event, such as a petition approval. Monolo supports invoices, receipts, and payment reminders. Clients pay through your firm's payment methods and can submit proof of payment through Monolo.

Yes. Contact [email protected] to request a copy of your data or permanent deletion. Permanent deletion requests are verified and processed within 30 days, subject to required record retention. Encrypted backup copies may remain for up to 90 days.