Pricing
Simple, per-user pricing. No setup fees, no hidden costs. Choose the module that fits how your firm works today.
Pipeline
For firms focused on new business
- Visual pipeline management
- Lead and prospect tracking
- Task management and reminders
- Team visibility across pipeline
- Basic reporting and metrics
Advice
For firms managing ongoing client relationships
- Everything in Pipeline
- Full client lifecycle management
- Annual review scheduling
- Compliance workflows
- Document storage and management
- Audit trails and activity history
- Advanced reporting
Both plans include UK data hosting, AES-256 encryption, daily backups, and role-based access controls.
How pricing works
Per user, per month
You pay for the number of users who need access. Add or remove users as your team changes.
Billed monthly
No long-term contracts required. Pricing is straightforward and billed each month.
One module per firm
All users at your firm use the same module. Advice includes everything in Pipeline, so there's no need to mix.
Commercial terms provided
Before onboarding, we provide detailed terms covering billing, data handling, and service levels.
Common questions
Which module should I choose?
If your main focus is tracking new business and managing your pipeline, Pipeline gives you what you need. If you also manage ongoing client relationships, annual reviews, and compliance workflows, Advice is the better fit.
Can I switch modules later?
Yes. If your needs change, you can move from Pipeline to Advice. We’ll help migrate your data and adjust billing accordingly.
Is there a minimum number of users?
No minimum. You can start with one user and add more as needed.
What’s included in the price?
The per-user price includes access to all features in your chosen module, support, and regular updates. There are no additional fees for setup or data storage within normal usage.
Want to discuss pricing?
Book a call and we'll walk you through the options, answer your questions, and help you work out what fits your firm.