Starter
For a more organized beginning.
- 5 client/employee responses per month
- All form templates
- Agency notification when client completes
- 360Onboard branding
- 5 active onboarding flows
A longer view of your client work.Pay once.
Pay once.
Make room for
what comes next.
Your onboarding and client workflows, with a lifetime plan that grows with your ambitions.
Explore lifetime plansProfessional
Your brand. Your clients. Your workspace.
- 10 active onboarding flows
- Custom domain & branding
- Client notifications (invited) + automated reminders
- 30 active client links
- White-label emails
- 3 team seats
- Native integrations (calendars, client portals, etc)
- Payment integrations
- 3 Workspaces
- AI Contract Builder — 1 year free, then BYOK
- AI Flow Builder — 1 year free, then BYOK
- 30 client/employee responses per month
- 15 active client portals
Agency
For growing teams and ongoing client work.
- Unlimited flows & responses
- Webhooks & API access
- Unlimited personalized links
- 20 team seats
- Supported client account access
- 2 custom domains
- 20 Workspaces
- 2 years AI free, then BYOK
- Unlimited client portals
Offer prices include the available deal code, applied at checkout. All prices in USD. Taxes may apply.
This lifetime offer has ended.
You can still explore our subscription plans and start a free trial.
Explore subscriptionsThe details, side by side.Find your fit.
Find your fit.
Know what’s included.
Compare the capacity, client experience, and connections in each plan.
| What’s included | Starter | Professional | Agency |
|---|---|---|---|
| Lifetime plan capacity & features | |||
| Active Onboarding Flows | 5 | 10 | Unlimited |
| Client/Employee Responses Per Month | 5 | 30 | Unlimited |
| File storage duration | 30 days | 60 days | 90 days |
| Active Personalized Client Links | — | 30 | Unlimited |
| Active Client Portals | — | 15 | Unlimited |
| Team Seats | — | 3 | 20 |
| Workspaces | — | 3 | 20 |
| Custom domains included | — | 1 | 2 |
| All form templates | ✓ | ✓ | ✓ |
| Payment integrations | — | ✓ | ✓ |
| Automated Reminders | — | ✓ | ✓ |
| White-label emails | — | ✓ | ✓ |
| Client Invitation Notifications | — | ✓ | ✓ |
| Agency notification when client completes | ✓ | ✓ | ✓ |
| Custom domain & branding | — | ✓ | ✓ |
| Native integrations | — | ✓ | ✓ |
| AI Contract Builder | — | ✓ | ✓ |
| AI Flow Builder | — | ✓ | ✓ |
| Supported client account access | — | — | ✓ |
| Webhooks | — | — | ✓ |
| API access | — | — | ✓ |
| Included AI period | — | 1 year, then BYOK | 2 years, then BYOK |
What does lifetime access include?+
A one-time purchase of your selected plan, with the features and limits listed above. Professional includes 15 active client portals; Agency includes unlimited client portals. Starter focuses on onboarding and does not include the Client Portal.
How does the AI allowance work?+
Professional includes one year of AI access and Agency includes two years. After that, bring your own supported provider API key (BYOK); that provider’s usage charges apply.
Are these the same as the subscription plans?+
No. The lifetime offer has its own allowances. For example, Professional includes three workspaces and Agency includes twenty. Compare the monthly and yearly plans for their capacity and billing options.
Can I get a refund?+
The existing lifetime offer includes a full refund within 30 days of purchase. Contact david@360onboard.com for help.
Can I explore before choosing?+
Yes. Start a free trial, try the demo, or request a walkthrough of your workflow.
