Starter
Structured quoting for small commercial teams.
- ✓ Governed service catalogue
- ✓ Pricing rules and explanation trace
- ✓ Branded proposals and private links
- ✓ Workspace access for the team
Simple workspace pricing
Partners, managers and quote preparers can work within the same controlled process without multiplying the base licence.
Structured quoting for small commercial teams.
Commercial controls, proposals, signatures and integrations.
Higher-volume controls for larger multi-user practices.
Annual practice plan
For firms that want annual contracting, structured onboarding and a consistent quoting model across the practice.
The five-user comparison
Partners, managers and quote preparers can participate in the same controlled process without turning governance into a separate base subscription for each person.
Included in every plan
Starter, Professional and Scale all include the core system for calculating, controlling and evidencing client work.
Model fixed, unit, banded, cost-plus and recurring charges with minimum fees, modifiers and tax treatment.
Reproducible priceApply margin floors, discount authority and approval routing before an exception reaches the client.
Controlled exceptionKeep the governed proposal, selected terms, recipient decision and acceptance evidence together.
Traceable recordBefore you start
The published plans are designed to be straightforward. These are the points firms usually confirm before choosing a plan.
Need something different? The annual practice plan can be scoped around the firm.No. The published plans are monthly workspace prices. Resource and usage limits apply to the workspace rather than multiplying the base price by each participant.
Partners, managers and quote preparers can work within the same controlled process, subject to the roles and authorities configured by the firm.
No. Published monthly prices exclude VAT.
Yes. The annual practice plan is agreed around the practice scope, onboarding requirements and commercial operating model.
A controlled commercial process
Configure services, apply published pricing controls and retain the evidence behind every issued proposal.
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