Build
For a controlled first process.
- 3 staff users
- One brand
- One solution pack
- Public intake
- Client portal
- Forms
- Documents
- Basic workflows
- Email notifications
- Standard reporting
PRICING
Price the client operation—not every small action.
Plans combine platform access with onboarding or active-client volume. AI, OCR, storage and dedicated infrastructure are metered or quoted where costs vary.
Operate
For teams running multiple services.
- 15 staff users
- Multiple workflows
- Advanced conditions
- Payments
- Signature integration
- Custom domain
- Custom sender
- API and webhooks
- Advanced reporting
Scale
For multi-team or multi-brand operations.
- Multiple brands
- SSO option
- Custom roles
- Priority support
- Retention controls
- Customer-managed integrations
- Implementation support
Isolated
For regulated or contractually separated deployment.
- Dedicated database option
- Dedicated storage
- Dedicated AI resource
- Dedicated encryption key option
- Region and data-flow review
- Custom security package
The exact commercial metric should be selected after pilot data. The billing engine must support platform subscription, seats, active clients, completed onboardings, storage and AI usage.
Frequently asked questions
- Is AI included?
- A usage allowance may be included by plan. Higher-volume or dedicated-provider usage is metered or passed through transparently.
- Can we start with one workflow?
- Yes. Implementation should begin with one measurable client journey rather than a platform-wide migration.
- Do clients need paid seats?
- External client participants should not be priced as staff seats. Volume limits may apply to active clients or onboardings.
Choose the plan that matches your first journey.
Book a setup review to align plan, volume and branding requirements.