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Simple, Transparent Pricing

Choose the plan that fits your firm. All plans include SSL encryption, secure file storage, and 24/7 customer support.

Starter

Perfect for solo practices and small firms

$199

per month, billed annually

  • Up to 50 active portals
  • White-label branding
  • SMS reminders
  • Email reminders
  • Basic reporting
  • Email support
Get Started

Enterprise

For large firms with complex workflows

Custom

Contact us for custom pricing

  • Unlimited portals
  • White-label branding
  • Advanced automation
  • Full API access
  • Custom integrations
  • Dedicated account manager
  • SLA guarantees
Schedule Demo

Pricing FAQ

Can I switch plans or upgrade anytime?

Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle.

Do you offer discounts for annual billing?

Yes. All plans come with 2 months free when you pay annually instead of monthly. That's a 17% savings.

Is there a free trial?

Professional and Enterprise plans include a 14-day free trial with full access. No credit card required.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, American Express) and ACH bank transfers for Enterprise customers.

Do you offer refunds?

If you're not satisfied within the first 30 days, we'll issue a full refund. No questions asked.