Choose Your Plan

Start with our free plan and scale as your practice grows

Free

$0/month

Perfect for getting started

Get Started
  • Up to 5 clients
  • Basic workflow templates
  • Email integration
  • Standard support
  • 1 user account

Plus

$29/month

For growing practices

Get Started
  • Up to 50 clients
  • Advanced workflow automation
  • Google Workspace integration
  • Priority support
  • Up to 5 user accounts
  • Custom templates
  • Basic analytics

Pro

$69/month

For established firms

Get Started
  • Unlimited clients
  • Full workflow customization
  • Advanced integrations
  • 24/7 priority support
  • Unlimited user accounts
  • Advanced analytics
  • API access
  • Custom branding

Enterprise

Custom

For large organizations

Contact Sales
  • Everything in Pro
  • Dedicated account manager
  • Custom integrations
  • On-premise deployment
  • SLA guarantees
  • Training & onboarding
  • Custom workflows
  • White-label solution

Frequently Asked Questions

Can I change plans anytime?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately.

What happens to my data if I cancel?

Your data is retained for 30 days after cancellation. You can export your data before canceling.

Do you offer refunds?

We offer a 30-day money-back guarantee for all paid plans. Contact support for assistance.