One plan with everything included. £50/month platform fee covers your whole team. Pay £2 per active client file — prospects and onboarding clients are not billed.
Yes. Every subscription includes a free 30-day trial. A card is required at signup, but you are not charged until the trial ends. You can cancel at any time.
Full platform access for your whole team — digital onboarding, AI extraction, meeting ingestion, and CRM sync.
Prospects and onboarding clients are not billed. Only clients with Active status count toward your monthly total.
Estimate your monthly licence cost and the value of time saved on client admin.
Licence cost is the platform fee plus £2 for each active client file.
Time saved assumes 8 client files × 45 minutes each, valued at £100/hr.