Pricing that scales with your business.
One workspace for your client operations — from relationships and delivery to documents, invoices, and payments.
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For independent operators centralizing client operations.
- Quotations & digital contracts
- Invoices & basic receivables
- Operational activity timeline
- Client relationship directory
- Limited AI usage
Run your operations
For growing agencies managing active client operations.
- Quotations, contracts & invoices
- Payment & receivables tracking
- AI-assisted operations
- Automations & payment reminders
- Revenue & operational insights
- Client portal & shared documents
Scale your operation
For established teams scaling advanced client operations.
- Higher contextual AI allowance
- Advanced workflow automations
- Advanced reporting & insights
- Advanced permissions & RBAC
- Audit logs & compliance
- Priority onboarding & support
AI usage is included with every paid workspace. Fair-use limits apply.
Enterprise infrastructure for multi-entity service organizations.
Multiple workspaces, advanced governance, audit controls, and dedicated support for complex organizations.
One business. One workspace. One subscription.
Your whole team works from the same operational context — without per-seat pricing multiplying as you grow.
Centralized relationships
Scope & milestones
Quotations & contracts
Invoices & GST tracking
Shared workspace intelligence
Commercial oversight & revenue
Client agreements & relations
Engagement delivery & tasks
Billing, receipts & cash flow
No per-seat software tax
Add your team without multiplying your subscription.
Shared operational history
Everyone works from the same client context.
Predictable unit economics
One workspace. One monthly price.
Built for the way service businesses grow.
A natural progression from solo operations to structured multi-person delivery infrastructure.
Starting
Get your operations out of scattered tools.
Clients, work and documents finally live together.
Growing
Bring the team into the same context.
More people. More clients. No fragmented operational history.
Scaling
Turn operations into infrastructure.
Automation, permissions and deeper controls for complex teams.
Compare plan capabilities.
Operational maturity levels designed for every stage of your agency.
| Capability | Free | GrowthMOST POPULAR | Scale |
|---|---|---|---|
| CORE CAPACITY & WORKSPACE | |||
| Workspace | 1 | 1 | 1 |
| Team members | 1 included | 3 included | 10 included |
| Client operations | Limited (3 active) | Full (Unlimited) | Full (Unlimited) |
| Engagements | Limited (3 active) | Unlimited | Unlimited |
| COMMERCIAL OPERATIONS | |||
| Commercial workflow | |||
| Quotations | Unlimited | Unlimited | |
| Contracts | Unlimited | Unlimited | |
| Invoicing | Limited (5/mo) | Unlimited | Unlimited |
| Receivables | Basic tracking | Full tracking | Advanced tracking |
| INTELLIGENCE & AUTOMATION | |||
| Contextual AI | Limited | Included | Higher allowance |
| Automations | Core | Advanced | |
| Reporting & insights | Basic | Advanced | Advanced |
| GOVERNANCE & SCALE | |||
| Integrations | Limited | Standard | Expanded |
| Permissions | Team access | Advanced RBAC | |
| Audit logs | |||
| Support | Standard | Priority | Priority |
Everything you need to know.
Clear answers about workspace pricing, team capacity, AI allowances, and commercial terms.
Run your client operations in one place.
Bring clients, engagements, documents, financials, and your team into the same operational context.