Simple pricing.
No surprises.
All plans include a 14-day free trial. No credit card required to get started.
Starter
For small practices getting started with compliance automation.
- Rule engine (all 4 rule types)
- Client management
- Kanban task boards
- Document vault — 5GB
- Compliance calendar
- 2 service verticals
- Email support
Growth
For growing firms managing multiple clients across verticals.
- Everything in Starter
- Unlimited service verticals
- Unified inbox (Gmail + Outlook)
- Document vault — 25GB
- SMS notifications via ClickSend
- Client portal
- AI draft column for mail
- Priority support
Scale
For established firms with large client books and teams.
- Everything in Growth
- Document vault — 100GB
- Advanced analytics & reports
- Custom compliance rules
- Multi-firm access
- NSBC admin dashboard
- Dedicated onboarding
- SLA-backed support
Enterprise & networks
Managing multiple firms or a franchise network? Get custom pricing, dedicated infrastructure, and a named account manager.
What’s included in every plan
Frequently asked questions
Do you offer a free trial?
Yes — all plans come with a 14-day free trial. No credit card required. You get full access to all features on the plan you choose.
Can I change plans later?
Yes. You can upgrade or downgrade at any time. Upgrades take effect immediately; downgrades apply at the start of your next billing cycle.
What counts as a client?
A client is any entity in your client list, whether individual, company, trust, or other. Archived clients do not count toward your limit.
Is my data safe?
All data is isolated by firm using Postgres row-level security. No firm can access another firm’s data — enforced at the database level, not just application logic.
Do you offer discounts for annual billing?
Yes — annual billing saves approximately 17% compared to monthly. Toggle between monthly and annual above the plan cards to compare.
What happens when I exceed my client limit?
You’ll be notified and prompted to upgrade. Existing data is never deleted — you simply won’t be able to add new clients until you upgrade or archive existing ones.
Start your free trial today
14 days, full access, no credit card. Cancel anytime.