Pricing
Simple, transparent pricing
No minimum seats. No hidden fees. Unlimited client contacts on every plan.
Starter
For small teams getting organized
$19/mo
per seat, billed monthly
  • ✓ Up to 3 team seats
  • ✓ 5 active projects
  • ✓ Basic client portal (view-only)
  • ✓ Email notifications
  • ✓ Templates
  • ✓ Scheduling links (Calendly/Cal.com)
  • ✕ E-signature approvals
  • ✕ AI Copilot
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Most Popular
Professional
For growing teams that need automation and intelligence
$49/mo
per seat, billed monthly
  • ✓ Unlimited seats
  • ✓ 25 active projects
  • ✓ Full interactive portal with forms
  • ✓ E-signature approvals
  • ✓ Automation rules engine
  • ✓ SLA tracking
  • ✓ CRM integration (HubSpot)
  • ✓ Calendar sync (Google Calendar)
  • ✓ Analytics dashboard
  • ✓ Resource management & financials
  • ✓ Document editor & custom fields
  • ✓ AI risk scoring (rule-based)
  • ✓ AI Copilot (5 queries/day)
  • ✓ Time tracking
  • ✓ API, webhooks, Zapier
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Enterprise
For teams that need AI intelligence and enterprise security
$99/mo
per seat, billed monthly
  • ✓ Everything in Professional
  • ✓ Unlimited projects
  • ✓ AI risk scoring with coaching prompts
  • ✓ AI Copilot (50 queries/day)
  • ✓ SSO / SAML authentication
  • ✓ Priority support
  • ✓ Dedicated onboarding
  • ✓ Custom integrations
  • ✓ White-label available (Partner tier)
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All plans include unlimited client contacts, dark mode, mobile app, and a 30-day free trial with full Professional features. No credit card required.

Compare plans
Feature Starter Professional Enterprise
SeatsUp to 3UnlimitedUnlimited
Projects525Unlimited
Client portalView-onlyFull interactiveFull interactive
Forms & data collectionViewFull builderFull builder
E-signatures✕✓✓
Automation rules✕✓✓
SLA tracking✕✓✓
CRM integration✕✓✓
Calendar syncLinks onlyFull OAuthFull OAuth
AnalyticsBasicFull dashboardFull dashboard
AI risk scoring✕Rule-basedFull AI + coaching
AI Copilot✕5/day50/day
Resource management✕✓✓
Financials & budgets✕✓✓
Baselines✕✓✓
Document editor✕✓✓
Custom fields✕✓✓
API & webhooks✕✓✓
Zapier✕✓✓
SSO / SAML✕✕✓
White-label✕✕Partner tier
Time tracking✕✓✓
Bulk operations✕✓✓
Multi-language✓✓✓
Mobile app✓✓✓
FAQ
Frequently asked questions
Do client contacts count as seats?
No. Client contacts are always free and unlimited on every plan. You only pay for your internal team members.
What happens after the free trial?
Your account downgrades to a limited free mode. No data is lost. Upgrade anytime to pick up where you left off.
Can I switch plans?
Yes. Upgrade or downgrade anytime. Changes are prorated.
Is there a minimum seat count?
No. Start with just 1 seat for $19/month. No minimum commitments.
What’s included in the 30-day trial?
Full Professional plan features. No credit card required. At the end of 30 days, choose a plan or continue on the free tier.
Do you offer annual pricing?
Coming soon. Annual plans will include a discount.
What payment methods do you accept?
Visa, Mastercard, and American Express via Stripe. Invoicing available for Enterprise.
Is my data secure?
Yes. Row-level security in PostgreSQL, encrypted at rest and in transit, SOC 2 compliance in progress. Enterprise plans include SSO/SAML.
Can I white-label the platform?
Yes. The Partner tier allows full white-labeling: custom domain, your logo, your colors, your email sending domain. Contact us for details.
What integrations are available?
HubSpot, Zapier (5,000+ apps), Google Calendar, Slack, and a full REST API with webhooks. Salesforce and Outlook are coming soon.