The workflow platform for professional services
Build structured, payment-locked service workflows. Give clients complete visibility. Grow your practice without the admin overhead.
Start free trialSimple, transparent pricing
All plans include a 14-day free trial. No credit card required.
Starter
For small practices getting started
- Team usersUp to 5 users
- Active clients10 per user (up to 50)
- Storage2 GB per user (up to 10 GB)
- Workflow templates1 per user (up to 5)
- Transaction fee3%
- DocuSign tasks—
- Analytics & reports—
- SSO—
- Custom domain—
Professional
For growing firms with advanced needs
- Team usersUp to 25 users
- Active clients250 clients
- Storage50 GB
- Workflow templates15
- Transaction fee2%
- DocuSign tasks50/month
- Analytics & reports✓
- SSO✓
- Custom domain—
Enterprise
For large organisations at scale
- Team usersUnlimited users
- Active clientsUnlimited clients
- Storage250 GB
- Workflow templatesUnlimited
- Transaction fee1%
- DocuSign tasksUnlimited
- Analytics & reports✓
- SSO✓
- Custom domain✓
Full feature comparison
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Team users | Up to 5 | Up to 25 | Unlimited |
| Active clients | 10 per user (up to 50) | 250 | Unlimited |
| Storage | 2 GB per user (up to 10 GB) | 50 GB | 250 GB |
| Workflow templates | 1 per user (up to 5) | 15 | Unlimited |
| Transaction fee | 3% | 2% | 1% |
| DocuSign tasks/month | — | 50/month | Unlimited |
| Analytics & reports | — | ✓ | ✓ |
| Advanced SLA tools | — | ✓ | ✓ |
| Accounting sync | — | ✓ | ✓ |
| SSO | — | ✓ | ✓ |
| Custom domain | — | — | ✓ |
How it works
Sign up and choose a plan
Create your account and select the plan that fits your practice. Your workspace is provisioned automatically — no setup calls needed.
Configure your services
Build workflow templates for each service you offer. Define tasks, set payment gates, add document requests, and configure SLAs.
Onboard clients and get paid
Invite clients to their portal. They track progress, upload documents, and make payments — all in one place.
Built for professional services
Used by firms across regulated industries.
Legal
Conveyancing, immigration & visa applications
Licensing
Business, trade & regulatory licence applications
Financial Advisory
Client onboarding and KYC workflows
HR & Recruitment
Candidate onboarding workflows
Healthcare
Patient intake and referral management
Accountancy
Year-end and tax filing workflows