Choose a plan that works
Starter
Test onboarding automation with basic features
$49/month
Features
All the basics
- 3 active onboarding flows
- 5 clients per month
- 5 e-signatures per month
- All form templates
- Agency notification when client completes
Professional
Complete onboarding system with AI and branding
$79/month
Features
Everything in Starter plus:
- 10 active onboarding flows
- 15 clients per month
- Unlimited e-signatures
- Custom domain & branding
- Client notifications (invited) + automated reminders
- 15 active personalized client links
- White-label emails
- 3 team seats
- Future native integrations (calendars, client portals, etc)
- Payment Integrations (Stripe, Paypal, etc)
- 3 Workspaces
- AI Contract builder + BYOK
- AI Flow Builder + BYOK
Agency
Unlimited everything + automation for scaling teams
$99/month
Features
Everything in Professional plus:
- Unlimited flows & clients
- Unlimited e-signatures
- Webhooks & API access
- Unlimited personalized links
- 20 team seats
- 10 Workspaces
| Features | Starter | Professional | Agency |
|---|---|---|---|
| Active Onboarding Flows | 3 | 10 | Unlimited |
| Clients Per Month | 5 | 15 | Unlimited |
| E-signatures per month | 5 | Unlimited | Unlimited |
| File Storage Duration | 30 | 60 | 90 |
| Active Personalized Client Links | 15 | Unlimited | |
| Team Seats | 3 | 20 | |
| Workspaces | 3 | 10 | |
| All form templates | |||
| Automated Reminders | — | ||
| White-label emails | — | ||
| Client Invitation Notifications | — | ||
| Agency notification when client completes | |||
| Custom domain & branding | — | ||
| Payment integrations | — | ||
| Native Integrations (calendars, client portals, Google drive, etc) | — | ||
| AI Contract builder BYOK | — | ||
| AI Flow Builder BYOK | — | ||
| Webhooks | — | — | |
| API access | — | — |