Simple yearly pricing. Pay only for what you use.
Choose modules, choose the number of users, pay once a year. No free plan, no setup fees, no hidden charges.
- Billed yearly
- Per user, per module
- Minimum $470.40/year
- Prices in USD, excl. taxes
Yearly prices include a 20% saving on our monthly list price. Buy buttons appear as each module becomes available; until then you can join its waitlist.
What firms typically pay per year
Worked examples using the prices above, before taxes.
Solo practice
2 users
$470.40 /year
- AI CRM
- AI Lead Qualifier
Growing firm
5 users
$1,920 /year
- AI CRM
- AI Lead Qualifier
- Scheduling
- Communication Assistant
Insurance agency
8 users
$3,532.80 /year
- AI CRM
- AI Lead Qualifier
- Policy & Loan Tracker
- Compliance Case Manager
Pricing questions
Why yearly only?
Yearly plans let us keep prices low and plan support properly. Prices shown already include a 20% saving on our monthly list price.
Is there a free plan or trial?
No. Every workspace is set up by our team after payment. Clients of our growth services can use one module free for 6 months.
What is the minimum?
The minimum is $470.40 per firm per year. If your modules and users add up to less, you pay the minimum.
Which currency and taxes?
Prices are in USD and exclude taxes, which are added where applicable. Payment is processed securely by Razorpay.
Can I add users or modules later?
Yes. Additions are charged for the rest of your current year, so everything renews on one date.
What happens at renewal?
We remind you before your renewal date. If you don’t renew, your access ends and you can export your data.