Pricing
Start free. Upgrade when the chase pays for itself.
Every plan includes checklists, the no-login client portal, automated email chasers, and CSV audit exports. No per-document fees. Cancel anytime.
Free
$0/mo
Try the full loop on your first clients. No card, no clock.
- ✓Up to 3 active clients
- ✓Unlimited engagements & checklists
- ✓No-login client upload portal
- ✓Automated email chasers
- ✓CSV audit-trail export
Solo
$9/mo
One professional, unlimited clients.
- ✓Everything in Free
- ✓Unlimited clients
- ✓Priority email support
Firm
$29/mo
For practices — team features as they ship.
- ✓Everything in Solo
- ✓Team seats (rolling out)
- ✓Branded portal (roadmap)
- ✓Priority support
Questions, answered
- How do I pay?
- Checkout runs on Stripe — card, Apple Pay, Google Pay. You are billed monthly and can cancel any time from a link in your receipt; your data stays exportable forever.
- What happens if I stay on Free?
- Nothing breaks. Free accounts hold up to 3 active clients with every feature working — including the chasers and CSV exports. Remove or complete a client's work and the slot frees up.
- Do my clients need an account?
- Never. Each client gets one private upload link — no passwords, no app, no training.