Priced for the work
you actually do

Pick your plan, add a card, and the 30-day trial runs on that plan with its full limits. You won't be charged if you cancel before the trial ends. Opening your workspace needs an active plan, so export anything you want to keep before you cancel. We hold your data for a year afterwards, and starting a plan picks up where you left off.

Your access runs to the end of the period you've paid for. After that, opening your workspace needs an active plan — so export anything you want to keep before you cancel. Export is available at any time while your subscription is active. We keep your data for a year after a subscription ends, so starting a plan again within that year restores your workspace where you left off; after that it may be deleted. If you need a specific document in the meantime, contact us and we'll help. See the Refund & Cancellation Policy for the full details.

Anyone who adds or edits — cases, notes, attendance, documents, signatures. People who only read are free and unlimited on every plan: volunteers, board members, sector partners, evaluators, funders. Give them a read-only role and they never count against your seats, however many of them there are.

Get in touch and we'll add them. Extra seats are $300/year on Starter, $250 on Growth and $200 on Pro. If you're adding a lot of them, moving up a plan usually costs less — we'll say so rather than let you stack extras. Read-only people are always free, so check whether they need to edit at all first.

Usually not. All three plans are under the $15,000 federal micro-purchase threshold (2 CFR 200.320), and micro-purchases can generally be made without soliciting competitive quotes as long as the price is documented as reasonable. Your organization's own procurement policy is the final word — and we'll happily put the price in writing for your file.

Yes — tell us before you subscribe. Checkout takes a card, but if your finance office works in purchase orders or needs an invoice, we'll set your workspace up for annual invoicing instead. Same plan, same limits.

Yes. Annual is ten months' price for twelve months — two months free on every plan. Monthly is there when your funding arrives that way; nothing else changes between the two.

We'll quote it first — nothing is charged automatically. Specialist time is $150 an hour, a 5-hour block is $650 and a 10-hour block is $1,200. Moving historical data in is a scoped setup & migration package, typically $500–$1,500 depending on what's being moved. Break/fix, how-to questions, and account or billing help are always free.

Yes. E-signatures are unlimited and ungated on every plan, including during the trial. There are no per-envelope fees and no e-sign add-on tier.

Hitting a limit never deletes or locks anything. Existing data stays fully readable and workable; you're only asked to upgrade before adding new seats or storage past your plan's limit.

Cases are unlimited on every plan. Plans differ by staff seats and document storage — not by how many people you serve.

Yes. Every plan includes every module — intake workflows, the client directory, groups and attendance, and e-signatures. Plans scale by team size and storage, not by holding features hostage.