INTRODUCTORY PRICING

A practical plan for every stage.

Start small. Add the tools your team needs as you grow.

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Starter

Organize your essentials.

USD 9/month

Billed monthly

2 staff accounts included
Client portal users do not use staff seats.

Client and contact management
Work, tasks and team collaboration
Templates, requests and intake forms
Client portal and document sharing

Recommended

Growth

Connect your growing team.

USD 19/month

Billed monthly

5 staff accounts included
Client portal users do not use staff seats.

Everything in Starter
Shared inbox and email collaboration
Invoices, payments and engagements
Reports and AI assistance · 50 requests/day

Pro

Automate your operations.

USD 39/month

Billed monthly

10 staff accounts included
Client portal users do not use staff seats.

Everything in Growth
Workflow and stage automation
Custom fields, services and stages
Compliance calendar and CSV imports
AI assistance · 100 requests/day

Introductory prices may increase for future subscriptions or renewals. Your agreed price is fixed for the paid term; any renewal increase will be communicated before renewal. Applicable taxes are confirmed in your quote.

Extra staff: USD 4/month each; annual billing saves 25%. Connect your own storage, or ask us for a managed-storage quote. Provider charges and managed storage are separate.

AI allowances are per company per UTC day, subject to provider availability. AI creates drafts for review; private emails and documents are not read automatically.

Try it with confidence. 14-day money-back guarantee on your first subscription payment. Read the conditions.