Pricing

Two plans to make it easy for your firm to get started. Rest is free for clients.

Essentials

$ 34.99 USD

/ client

Enables an out-of-the-box client experience

Pay By Client

Automate Prospective Client Funnel

Collaborative Digital Intake

Share Intake Data w/ Other Software

Beta

$ 200.00 USD

/ 6 months

Current Accepting Rolling Memberships

Exclusive access

6 client invites

Beta community

Influence product roadmap

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