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
Pricing under owner review.
These plan limits and prices are proposed for the MVP. Real billing stays disabled until Stripe test workflows, price IDs, and owner approval are complete.
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