Simple, transparent pricing
Start with a 30-day free trial. Upgrade or cancel anytime — no credit card required to begin.
Basic
For solo practitioners getting started.
$49/ month
Monthly
- Up to 5 clients
- Up to 3 active intake forms
- Client portal access
- Submission review & revisions
- Email notifications
- 30-day free trial
No credit card charge today — PayPal billing starts after your trial.
RecommendedAdvanced
For growing firms that need more capacity.
$99/ month
Monthly
- Unlimited clients
- Unlimited intake forms
- Client portal access
- Submission review & revisions
- Priority email notifications
- Advanced workflow tracking
- 30-day free trial
No credit card charge today — PayPal billing starts after your trial.
Yes. You can cancel your subscription at any time from your account; access continues until the end of your current billing period.