Sample workspace demo — all data shown is illustrative. Module availability depends on your subscription plan.

Usage & Pricing

See exactly what everything costs

Your Current Plan

Plan

Starter

Monthly Price

$349.95/month

Action Allowance

5,000

Reset Date

—

Workspace Action Rates

Workspace actions are deducted per task based on the type of action performed. Choose the workflow that fits your needs.

Action Type	Actions Used	Best For
Record Update	1 action	Updating client records, notes, or task details
Document Upload	1 action per file	Storing and organizing uploaded files
Form Submission	1 action per submission	Capturing website forms, appointment requests, and support requests
Case Activity	1 action	Adding notes, status updates, or next-step tracking to a case
Report View	1 action	Viewing workspace summaries and activity reports

Document Uploads

1 action per uploaded file

Form Submissions

1 action per submitted form

Module Actions

Each module action is deducted from your monthly workspace allowance

Additional Usage

Additional usage: $125 per 3,000 workspace actions — available on all plans. Purchased actions remain available while your subscription is active. Unused additional usage expires when your subscription is cancelled or terminated. Workspace actions are non-transferable usage units with no cash value.

Purchase Additional Actions

Module Subscription Pricing

Module	Monthly Price	Usage
Appointment Request Form	$59.95/month	Per action
Workspace Organizer	$59.95/month	Per action
Website Inquiry Form	$59.95/month	Per action
Support Request Form	$59.95/month	Per action

Each module has a flat per-action rate. Workspace actions are deducted from your plan allowance.