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Pricing

Outcome-based pricing for intake automation. Most firms start with Professional.

Simple, Outcome-Based Pricing

Final pricing depends on your tech stack complexity and custom requirements. Most firms start with Professional.

Beta Offer: 50% off first 3 months for first 10 clients

Essential Package

$497/mo

2-3 systems integrated with pre-built templates

  • ✓Forms → CRM → Storage
  • ✓Pre-built intake templates
  • ✓Standard intake workflow
  • ✓Email support

Professional Package

$997/mo

4-6 systems with custom logic and routing

  • ✓Advanced conditional routing
  • ✓Custom field mapping & transforms
  • ✓Priority support
  • ✓Monthly optimization calls

Enterprise Package

$1,997/mo

Unlimited integrations and complex workflows

  • ✓Complex multi-branch workflows
  • ✓Custom API development if needed
  • ✓Dedicated account management
  • ✓Advanced reporting & analytics

Pricing reflects recurring service including monitoring and optimization. Cancel anytime.

Not sure where to start?

Book a free intake automation audit. We\'ll map your process, calculate time savings, and recommend the right plan for your stack.