Straightforward pricing for practices

Yes. Every plan comes with a 14-day free trial, with no credit card required. During the trial, connect your portfolio system, train your voice profile, and create drafts before choosing whether to continue.

When you go past your plan's household limit, we will prompt you to move to the next tier. Your existing drafts and voice profiles transfer with no interruption. If your count falls between tiers, contact us about a custom arrangement.

Yes. Change your plan anytime through account settings. Upgrades begin immediately, while downgrades begin with the next billing cycle. Switching plans preserves all data, including voice profiles, draft history, and audit logs.

Every plan provides the full set of currently supported custodian platform integrations. New integrations arrive at no extra cost. Firm customers receive priority support when requesting integrations for their platform.

No. You may use monthly billing on every plan. Annual billing is optional and saves 20% (equivalent to two months free). Change billing frequency anytime in account settings.