PRICING

INTAKE

$49 / user / month
  • Includes:


  • Client Intake System
  • Marketing Efficiency and Productivity Reporting
  • Online and Phone Support

PROFESSIONAL

$79 / user / month
  • Intake features plus:

  • Customizable Case Management
  • Unlimited Document Storage
  • Integrated Staff Directory
  • Customizable Dashboards
  • Unlimited Number of 50+ Operational Reports Plus 5 Custom Reports
  • Dedicated Customer Success Manager

CONCIERGE

Custom Quote

  • Professional features plus:

  • Unlimited Customizations
  • Dedicated Account Manager
  • On-site Training
  • Quarterly Consulting Calls

Ready for a demo?

Schedule your 30 minute demo today!