Priced the way you’d expect.
Without the parts you’d resent.
One platform for proposals, engagement letters, AML, CRM and practice management. Take the whole suite, start with the single module you need today, or start free with engagement letters or CRM Core — with the Compliance Programme free for your first 90 days. Your documents and mail stay in your own Microsoft 365 tenant either way — you are choosing how much of the platform to switch on, not which of your data we will hold.
Practice Suite
Every module, one price per person. The whole firm on one system, from the first proposal to the last deadline.
Billed annually · two months free
- Proposals, pricing engine and engagement letters, uncapped
- Jobs, tasks, timesheets and capacity
- Compliance Programme included, checks at the programme rate
- CRM Core on every seat, Growth available per seat
- Client portal on your own subdomain
- Unlimited e-signatures and documents
- Entra ID sign-on, SharePoint storage, Outlook sync
- 20 AI actions per person per month
Minimum two seats. AML checks are billed separately, per check. AI Assist arrives in Q4 2026 and is included for founding firms through 2027. Existing FigsFlow customers keep their current plan and price, unchanged, until 30 September 2028.
What would your firm pay?
Move the slider. The figure below is your real monthly cost, not a lead-capture teaser.
Small practice? Pay by clients, not by people.
Everything a five-person practice actually uses, priced by the size of your client list, for up to five named people and no per-seat charge: proposals, the pricing engine and engagement letters; CRM Core with 5,000 contacts; all of practice management and the client portal; the Compliance Programme with checks at the programme rate; 20 AI actions per person per month.
Left out, because five-person firms don’t use them: CRM Growth campaigns (available per seat if you want them), extra workspaces, priority support and single sign-on.
If you have five people or fewer and up to 750 clients, this is your plan — the per-user suite costs more and adds nothing you’d use. Hire a sixth person or pass 750 clients and the per-user suite takes over. We tell you when that happens; you don’t find out on an invoice.
Just need one part of it? Start there.
Each module stands on its own and is priced the way that kind of tool is always priced. No monthly caps on anything, and nothing sold in parts.
Onboarding
Proposals, the pricing engine, engagement letters, documents, e-signature and payment set-up. No monthly caps on any plan, and unlimited e-signatures everywhere.
Per firm, by the people who use itSolo
One person, sending their own engagements.
Billed annually
- Proposals, pricing engine and letters
- Compliant clause library
- Unlimited e-signatures
- AML pay as you go · programme free for 90 days
- Fair use: 150 engagements a year
Only need engagement letters? Letters is free — one person, 20 letters a year, documents and e-signature. No card.
Team
Up to 3 people · extra people at £15
Billed annually
- Advanced pricing builder and website embed
- Approvals and firm countersigning
- Compliance Programme included
- Fair use: 450 engagements a year
The point most two-partner firms move to a shared clause library.
Practice
Up to 15 people · extra people at £9
Billed annually
- Client value calculator
- Unlimited engagements
- Additional workspaces available
- Named support contact
More than 25 people? Talk to us about Enterprise.
AML & risk assessment
One price per check with everything in it, and a structured risk-assessment programme that gives your supervisor the record they expect to see.
Per check · programme flat per firmEvery check includes
- Electronic identity and address verification
- PEP and sanctions screening
- Amberhill check
- 24 months of ongoing screening
- Companies House ID verification workflow
- The inspection-ready record
Compliance Programme — £15 a month per firm
- Client and firm-wide risk assessments
- Enhanced due diligence workflow
- Policies, controls and MLRO roles
- Monitoring alerts and training log
- Ongoing screening of every checked person for as long as you subscribe
Included from Onboarding Team upwards, and in the Practice Suite.
Pay as you go
Checks only, no programme.
Everything above, included
- Credits never expire
- Compliance Programme free for 90 days
- Keep screening past 24 months for £1 a client a year, only if you ask
- Add the programme at any time
CRM
Pipeline, sequences and campaigns built around how a practice actually sells — parties, roles, service lines and referral sources, not generic contacts. A won deal becomes a proposal without re-keying.
Per paid user · view seats freeCore
Your system of record for prospects. Included on every Suite seat.
£19 per user from the third
- Parties, roles and relationships
- Pipeline by service line, Outlook and calendar sync
- Three active sequences, web forms, referral capture
- Free seats 500 contacts, paid seats 2,000
- Unlimited free view-only seats
Free standalone and indefinitely, one pair of seats per firm.
Growth
Win the work, not just record it. From a single seat.
Billed annually
- Campaigns, journeys and unlimited sequences
- Lead scoring, website tracking and attribution
- Referral-partner tracking and custom reporting
- 10,000 marketing contacts
Suite firms add Growth only to the seats that need it.
Practice management
Jobs, tasks, period schedules and deadlines. Timesheets and capacity. Client portal, documents and communications. One plan with everything in it.
Per user · no feature tiersPractice Management
Minimum two seats. One tier, nothing gated.
Billed annually
- Unlimited jobs, tasks and templates
- Timesheets, capacity and job profitability
- Client portal, documents in your own SharePoint
- Email and deadline automation
- No implementation fee
AI Assist
Add-on for Practice Management and the Suite. Ships Q4 2026.
Billed annually
- Email triage and thread summaries
- Drafting you approve before anything sends
- Client and job summaries drawn from your own record
- Removes the 20-action monthly cap
Free through 2027 for firms that join before 31 March 2027.
What sits in each way of buying
No asterisks and no “contact us” hiding a limit. If it is not ticked, it is not in that plan.
| Capability | LettersFree | Onboardingfrom £24 | CRMfrom free | Practice mgmt£45 / user | Practice Suite£59 / user |
|---|---|---|---|---|---|
| Winning and engaging the client | |||||
| Engagement letters | 20 a year | – | – | ||
| Proposals and pricing engine | – | – | – | ||
| E-signature | Unlimited | – | Unlimited | Unlimited | |
| Pipeline and sequences | – | – | – | ||
| Campaigns and attribution | – | – | Growth | – | Add per seat |
| Compliance | |||||
| AML checks | – | £3.50–£4.50 | – | – | £3.50 programme rate |
| Compliance Programme | – | Team upwards | – | – | |
| Ongoing screening | – | 24 months | – | – | While subscribed |
| Running the work | |||||
| Jobs, tasks and deadlines | – | – | – | ||
| Timesheets and capacity | – | – | – | ||
| Client portal | – | Documents only | – | ||
| AI actions per person | – | – | – | 20 a month | 20 a month |
| Platform and support | |||||
| Documents in your own Microsoft 365 tenant | |||||
| Entra ID single sign-on with MFA | – | ||||
| Integrations and API (Xero, QuickBooks, Companies House) | – | ||||
| Support | Help centre | Email and chat | Email and chat | Email and chat | Named contact |
Prices exclude VAT. Annual rates shown. Enterprise builds from the same unit prices with volume tiers, single sign-on enforcement, a named success contact and a data-processing addendum.
What we don’t charge for
What is on this page is what you pay. The list below exists because these are the things that usually appear on someone else’s invoice three months in.
Built by a working practice, not a software company guessing
Nine things every plan is built around, because the people who specified them do this work for a living.
One unified client record
The engagement, the job, the email and the invoice are the same record. Nothing is re-keyed between systems.
Workflow that holds
Templates that produce real stages with owners and internal target dates, not a checklist someone maintains by hand.
Secure client portal
Tokenised access with no account for the client to create, and no login sitting there waiting to be breached.
Documents stay yours
Files land in your own SharePoint, in your folder structure, under your retention policy. Leaving us is not a data extraction project.
Pricing with a reason
Eight pricing methods from a flat fee to a full calculator. The client sees the scope the number came from, so discounting by instinct stops.
AI that drafts, never sends
It works from your own client record and shows its sources. A person approves every message before it leaves the firm.
Microsoft 365 throughout
Entra ID single sign-on with MFA, Outlook sync and SharePoint storage. Your IT keeps the control it has today.
Billing off real work
Recorded time against the agreed fee, so ready-to-bill work is a billing run rather than a monthly hunt.
Reports you’d actually open
Deadlines at risk, the review bottleneck, capacity next week and unbilled work — read live from the jobs themselves.
Moving your practice across
Switching practice management is the expensive part, not the subscription. So the terms on the right are not a launch offer and do not have a closing date. They are how we take on every practice that moves to the suite.
How we behave on price: one review a year, sixty days’ written notice, no mid-term changes, and any increase capped at the lower of CPI or 5%. In writing, in your agreement.
- Migration from your current tools done by us, not by you
- Unused months on your outgoing contract credited to your first year, up to three months
- Your price locked for 24 months on annual billing, from the day you start
- AI Assist included at no charge through 2027 when it ships
- 60-day trial if you are moving a team of five or more
- Your documents move into your own tenant, so you own the destination before you commit
Questions firms actually ask
Yes, any combination. Once you are using two or more, the Practice Suite is almost always cheaper — and you will see that on your invoice before we point it out.
Everything: electronic identity and address verification, PEP and sanctions screening, Amberhill, 24 months of ongoing screening and the inspection-ready record. There is no separate charge for any part of it, and no data credits to buy on top.
On the Compliance Programme checks are £3.50 each and drop to £3.00 from your 100th check, permanently. A 250-client book costs roughly £800 once. Every person checked stays under screening for as long as you subscribe, and there is nothing per client per month after that.
On the Compliance Programme, every person you have checked stays under screening for as long as you subscribe, at no extra charge. On pay as you go we remind you before the 24 months end — keeping someone under screening is £1 a year, and nothing renews unless you say so.
Not in the UK. Practices of up to five people can take the whole suite priced by client list instead, from £69 a month for up to 100 clients to £249 for up to 750. Everything a five-person practice uses, with no per-seat charge. Growth campaigns, extra workspaces, priority support and single sign-on are the only things left out. Above 750 clients or six people the per-user suite takes over, and we tell you when it becomes the cheaper option.
Then Letters is free: one named person, 20 letters a year, the compliant clause library, documents and e-signature. One free account per firm. If you are sending more than 20 a year you are re-engaging a book, and Solo at £24 is built for that.
For two seats, yes — standalone and indefinitely, one pair per firm. The full CRM with your prospects on the party record, 500 contacts and no campaigns. From the third seat it is £19 per user with 2,000 contacts. In the Practice Suite every seat has Core already.
You pay for the new seat from the day it is added, pro-rated to your renewal. Nothing else is repriced, and your existing rate is not revisited because your headcount moved.
Monthly plans roll month to month. Annual plans run for twelve months at the lower rate. There are no multi-year lock-ins. Because your documents and mail live in your own Microsoft 365 tenant rather than in storage we own, leaving does not mean asking us for your client files back.
The months you have already paid for elsewhere are credited against your first FigsFlow year, up to three months. Send us the invoice and we do the rest.
Your plan becomes a Classic plan: the same price and the same module, frozen with no increases until 30 September 2028, and your proposal cap lifted from day one. The proposals module you know stays fully available until that date and readable for six months after. Anything new you add, including the new proposals module or the suite, carries a permanent 20% Classic customer discount.
For a firm using it as a firm, yes. Our terms carry a plain fair-usage clause so one account cannot be shared across a business several times its size, and the client portal comes with a pooled storage allowance per seat. We have never needed to block anyone, and the clause does not change that — if you are heavier than your plan we simply ask you to move up.
Your client documents and mail stay in your own Microsoft tenant. Staff sign in through Entra ID with MFA, access is role-based, and every view and download is logged. Your practice remains the data controller and remains responsible for its own UK GDPR and MLR 2017 obligations — no software can carry those for you.
Enterprise builds from the same unit prices with volume tiers, enforced single sign-on, a named success contact and a data-processing addendum. No separate price list, no implementation fee. Talk to us.