Features That Make a Difference
Everything you need to manage clients and documents efficiently
Client Management
Easily add, edit, and organize client information in one place
Document Storage
Securely store and manage all client documents
Streamlined Onboarding
Create workflows to automate the client onboarding process
Simple, Transparent Pricing
One flat rate per month. Unlimited clients. Unlimited secure storage. Pay only for what you use, powered by intake credits.
Agent Plan
For individual agents managing 1–2 enrollments per day
$29/month
or $348/year (save $70)
- 40 intake credits/month (monthly billing)
- or 120 intake credits/quarter (yearly billing)
- Unlimited clients
- Unlimited HIPAA-compliant document storage
- Full onboarding workflow access
- Audit-ready intake PDF generation
- Credit rollover (1 cycle), then expiration
Team Plan
For multi-agent teams or agencies processing high volume
$79/month
or $948/year (save $190)
- 100 intake credits/month (monthly billing)
- or 300 intake credits/quarter (yearly billing)
- Unlimited clients
- Unlimited HIPAA-compliant document storage
- Team collaboration tools
- Advanced onboarding workflows
- Priority support
Agency Plan
For large agencies, FMOs, or white-labeled distribution
$199/month
or $2,388/year (save $478)
- 300 intake credits/month (monthly billing)
- or 900 intake credits/quarter (yearly billing)
- Unlimited clients
- Unlimited HIPAA-compliant document storage
- Dedicated account manager
- Priority onboarding and support
- Advanced analytics (coming soon)