Win more clients
Turn interest into booked calls
Share one booking link. Your page leads with your main service, shows your next open times, and tells visitors exactly what happens next. You choose how much notice you need, so nothing is booked before you’re ready.
A booking page with your headline, your steps and your brand colour
Intake forms that turn new contacts into organized leads
Every booking lands in your leads, ready to follow up
Client onboarding
Client onboarding
Send an intake link. Your client fills it in once and their file is ready, with no PDFs to retype.
Client portal
Client portal
A private front door to your practice. Each client sees only their own file, messages you, and sends documents without email.
Client workspace
Client workspace
Goals, documents, messages, net worth and your private notes on one page.
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Stop chasing paperwork: clients upload their own documents, even large files.
Clients keep their numbers current: they send updates and you approve every change.
Never let a review slip: a review calendar and attention list show who needs you next.
Know the moment a client needs you: email alerts say who and what, without the private details.
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Get paid and get it in writing
Invoices and agreements, built in
Send an invoice with a pay link and see it marked paid when your client pays. Clients sign your engagement agreement from their portal, with a record kept in their file.
Signed agreements are on Practice and Team.
An AI assistant you stay in charge of
AI that works inside each client’s file
Ask for a summary, a next step or a draft, right inside the client’s file. It asks before it changes anything, keeps a record, and your private notes stay private.
Built for teams
Add your colleagues, share clients across your firm, and give each person the access their role needs. Shared client lists are on the Team plan.
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Simple plans for small practices
Launch
$29/month
Booking page, leads and intake, client portal, invoices with pay links. Up to 10 clients.
Practice
$79/month
Everything in Launch, plus unlimited clients, the AI assistant and signed client agreements.
Team
$149/month
Everything in Practice, with 3 seats and a shared client list.
14-day free trial. Your clients use their portal free.
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Your practice, in one place
Start your free trial and send your first booking link today.
Start free trial
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