Solo
For independent consultants and small studios.
$29/month
- 5 active intakes
- 1 agency user
- 10 GB storage
- Auto-save
- Email reminders
- Reusable templates
Plans
Choose the plan that fits your workflow.
Pay monthly. Start with a 14-day trial that requires a card, or subscribe immediately.
Agency
For teams running client onboarding every week.
$59/month
- 25 active intakes
- 5 agency users
- 50 GB storage
- Customized reminders
- Team permissions
- Priority support
Pro
For growing teams with higher intake volume.
$99/month
- 100 active intakes
- 15 agency users
- 150 GB storage
- Agency branding
- Advanced reminder sequences
- Expanded reporting