Simple, transparent pricing
Plans that scale with your practice rather than punishing you for growing. Every tier includes the client record, the portal and your own Microsoft 365 tenant — you are choosing how much of the platform to switch on, not which of your data we will hold.
Starter
For small practices getting off spreadsheets and shared inboxes.
Billed monthly
Price to be confirmed- Basic CRM and client records
- Client portal
- Document management in your SharePoint
- Jobs, tasks and deadlines
- Email support
No card required to start a conversation.
Professional
For practices where the admin has outgrown one person’s memory.
Billed monthly
Price to be confirmed- Workflow automation and templates
- E-signature on engagement documents
- AI assistant — drafts, never sends
- Practice dashboard and advanced reports
- Integrations — Xero, QuickBooks, Stripe
- Priority support
The tier most practices of 5–20 land on.
Business
For multi-team practices that need control as well as capability.
Billed monthly
Price to be confirmed- Team management and capacity planning
- Unlimited client records
- Advanced automation and escalations
- API access
- Custom branding on the client portal
- Dedicated account manager
Trial length to be confirmed.
Enterprise
For multi-office groups with their own security and IT requirements.
Scoped to your structure and headcount
Quoted on a call- Unlimited everything
- Multi-office support
- Advanced security controls
- Custom integrations
- White label
- Dedicated success manager
- 24/7 support
Support hours and SLA agreed in writing.
All plans keep your documents in your own Microsoft 365 tenant, under your retention policy.
Every feature, every plan
No asterisks and no “contact us” hiding a limit. If it is not ticked, it is not in that tier.
| Feature | Starter | Professional | Business | Enterprise |
|---|---|---|---|---|
| Core practice management | ||||
| Client records and CRM | Basic | Full | Full | Full |
| Client portal | ||||
| Document management | ||||
| Jobs, tasks and deadlines | ||||
| Client records included | Capped | Capped | Unlimited | Unlimited |
| Automation and AI | ||||
| Workflow automation | – | Advanced | Advanced | |
| E-signature and approvals | – | |||
| AI assistant (human approval always) | – | |||
| Reports and analytics | Standard | Advanced | Advanced | Custom |
| Team and control | ||||
| Team management and capacity | – | – | ||
| API access | – | – | ||
| Custom branding | – | – | White label | |
| Multi-office support | – | – | – | |
| Advanced security controls | – | – | – | |
| Platform and support | ||||
| Microsoft 365 — your own tenant | ||||
| Integrations (Xero, QuickBooks, Stripe) | – | Custom | ||
| Support | Priority | Account manager | 24/7 + success manager | |
Feature allocation across tiers is a draft for review. Nothing here is contractual until it is in your engagement terms.
Built by a working practice, not a software company guessing
Nine things every tier 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 automation
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.
Document management
Files land in your own SharePoint, in your folder structure, under your retention policy.
E-signatures
Engagement letters, proposals and consents signed against the job, with the version and timestamp on the record.
AI-powered practice management
It drafts from your own client record and shows its sources. A person approves every message before it is sent.
Microsoft 365 integration
Entra ID single sign-on with MFA, Outlook sync and SharePoint storage. Your IT keeps the control it has today.
Billing and invoicing
Recorded time against the agreed fee, so ready-to-bill work is a billing run rather than a monthly hunt.
Reports and analytics
Deadlines at risk, the review bottleneck, capacity next week and unbilled work — read live from the jobs themselves.
What practices say
These slots are reserved and deliberately empty. We would rather show you nothing than a quote we cannot attribute to a real named person at a real practice.
Awaiting a signed-off customer story. When one exists it appears here with the person, their practice and their permission.
Founding customers are being onboarded now. Their words will fill this space, not ours.
Star ratings will reflect a verified review, not a design placeholder filled in to look complete.
Trusted by practices and partners
Logos go in once written permission is on file. A practice’s mark on a pricing page implies endorsement, so it needs their sign-off, not just their subscription.
Pricing questions, answered
Yes, up or down. Moving up takes effect immediately and is charged pro rata; moving down takes effect at your next renewal so you keep what you have paid for. The specific mechanics for your contract will be confirmed in writing before you sign.
Trial length and which tiers it covers are still being finalised, so we are not publishing a number we might have to move. Ask on a demo and you will get the current position, in writing.
Per user, per month, billed either monthly or annually. Annual billing is charged once up front and carries the 20% saving. Founding customers have their price held for the first year.
Monthly plans can be cancelled at the end of any billing period. Because your documents and mail live in your own Microsoft 365 tenant rather than in storage we own, leaving does not mean handing your client files back. The exact notice terms are in your contract.
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.