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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.