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Convert Prospects
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Your handwritten notes instantly available to your team.
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Systematize entire client reviews process
Annual Summary
Summarize an entire year in 20-seconds
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With Rephrase AI, your client communications will be clearer and concise.
EXPLORE ALL USE CASES
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USE CASES
Convert Prospects
Handwrite Notes
Client Reviews
Annual Summary
Write Better & Faster
Explore All Use Cases
Pricing
Blog
Schedule Demo
Your clients will thank you for your professionalism
Pricing
Individual Plans
For less than 5 users
Team Plans
For 5+ users
monthly
Yearly (save 10%)
Ultimate
Pro
Popular
Starter
$99
per user / month
Everything in Pro + monthly check-ins, custom templates
Start 30-day Free Trial
$49
per user / month
For practices that want it all: deliverables, automations, integrations and comprehensive support.
Start 30-day Free Trial
$29
per user / month
For practices that only wants to prepare and send deliverables. No automation.
Sign Up
$90
per user / month
Everything in Pro + monthly check-ins, custom templates
Start 30-day Free Trial
$44
per user / month
For practices that want it all: deliverables, automations, integrations and comprehensive support.
Start 30-day Free Trial
$26
per user / month
For practices that only wants to prepare and send deliverables. No automation.
Sign Up
Integrations
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
PreciseFP Integration
Templating Features
Create Repeatable Note Templates
Send Beautiful Customized Emails
Customized templates built for you
6
2
Powerful Search Filters
Document Storage
500MB
100MB
50MB
Time Saving Features
Take Handwritten Notes Securely
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automate Your Practice
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Write better, faster with Rephrase AI (based on purchased credits)
Support
Support via Email
Comprehensive Support
1 on 1 support with founder
New Features added monthly
monthly
Yearly
(save 10%)
Ultimate
$99
per user / month
Everything in Pro + monthly check-ins, custom templates
Start 30-day Free Trial
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
Repeatable Note Templates
Send Beautiful Customized Emails
3 Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Pro
$49
per user / month
For practices that want it all: deliverables, automations, integrations and comprehensive support.
Start 30-day Free Trial
Popular
Redtail Integration
Salesforce Integration
Riskalyze Integration
Repeatable Note Templates
Send Beautiful Customized Emails
2 Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Starter
For practices that only wants to prepare and send deliverables. No automation.
$29
per user / month
Start 30-day Free Trial
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
Repeatable Note Templates
Send Beautiful Customized Emails
Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Support via Email
Ultimate
$90
per user / month
Everything in Pro + monthly check-ins, custom templates
Start 30-day Free Trial
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
Repeatable Note Templates
Send Beautiful Customized Emails
3 Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Pro
per user / month
For practices that want it all: deliverables, automations, integrations and comprehensive support.
$45
per user / month
Start 30-day Free Trial
Popular
Redtail Integration
Salesforce Integration
Riskalyze Integration
Repeatable Note Templates
Send Beautiful Customized Emails
2 Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Starter
For practices that only wants to prepare and send deliverables. No automation.
$26
per user / month
Start 30-day Free Trial
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
Repeatable Note Templates
Send Beautiful Customized Emails
Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Support via Email
Pro Plan - Team
For larger practices with 5 or more users. Same as Pro Plan.
$157
includes
5
users / month
Annual Contract
$32 per additional user / month
Start Free Trial
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
PreciseFP Integration
Repeatable Note Templates
Send Beautiful Customized Emails
3 Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Pro Plan
For practices that want it all: deliverables, automations, integrations and comprehensive support.
$44
per user / month
Annual Contract
Start Free Trial
Popular
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
PreciseFP Integration
Repeatable Note Templates
Send Beautiful Customized Emails
2 Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Starter Plan
For practices that only wants to prepare and send deliverables. No automation.
$26
per user / month
Annual Contract
Sign Up
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
PreciseFP Integration
Repeatable Note Templates
Send Beautiful Customized Emails
Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Support via Email
monthly
Yearly (save 10%)
Team Ultimate
Team Pro
Popular
Enterprise
$345
5 users included / month
$69 per additional user / month
Everything in Pro + monthly check-ins, custom templates
Start 30-day Free Trial
$175
5 users included / month
$35 per additional user / month
For practices that want it all: deliverables, automations, integrations and comprehensive support.
Start 30-day Free Trial
Custom
Call us
Access to compliance and other modules
Contact Us
$310
5 users included / month
$62 per additional user / month
Everything in Pro + monthly check-ins, custom templates
Start 30-day Free Trial
$157
5 users included / month
$32 per additional user / month
For practices that want it all: deliverables, automations, integrations and comprehensive support.
Start 30-day Free Trial
Custom
Call us
Access to compliance and other modules
Contact Us
Integrations
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
PreciseFP Integration
Templating Features
Create Repeatable Note Templates
Send Beautiful Customized Emails
Customized templates built for you
12
2
Powerful Search Filters
Document Storage
500MB
100MB
50MB
Time Saving Features
Take Handwritten Notes Securely
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automate Your Practice
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Write better, faster with Rephrase AI (based on purchased credits)
Support
Support via Email
Comprehensive Support
1 on 1 support with founder
New Features added monthly
monthly
Yearly
(save 10%)
Team Ultimate
$345
5 users included / month
$69 per additional user / month
Everything in Pro + monthly check-ins, custom templates
Start 30-day Free Trial
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
Repeatable Note Templates
Send Beautiful Customized Emails
3 Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Team Pro
$175
5 users included / month
$35 per additional user / month
For practices that want it all: deliverables, automations, integrations and comprehensive support.
Start 30-day Free Trial
Popular
Redtail Integration
Salesforce Integration
Riskalyze Integration
Repeatable Note Templates
Send Beautiful Customized Emails
2 Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Enterprise
Call Us
Access to compliance and other modules
Custom
Contact Us
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
Repeatable Note Templates
Send Beautiful Customized Emails
Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Support via Email
Team Ultimate
$310
5 users included / month
$69 per additional user / month
Everything in Pro + monthly check-ins, custom templates
Start 30-day Free Trial
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
Repeatable Note Templates
Send Beautiful Customized Emails
3 Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Team Pro
$158
5 users included / month
$35 per additional user / month
For practices that want it all: deliverables, automations, integrations and comprehensive support.
Start 30-day Free Trial
Popular
Redtail Integration
Salesforce Integration
Riskalyze Integration
Repeatable Note Templates
Send Beautiful Customized Emails
2 Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Enterprise
Call Us
Access to compliance and other modules
Custom
Contact Us
Redtail Integration
Wealthbox Integration
Salesforce Integration
Riskalyze Integration
Repeatable Note Templates
Send Beautiful Customized Emails
Templates built for you
Powerful Search Filters
Document Storage
Take Handwritten Notes
Handwriting Recognition on iPads
Organize Notes with Unlimited Tags
360 View - Meeting Intelligence Dashboard
Automatic Disclosure Attachments
Automatic Task Creation in Your CRM
Automatic CRM Workflow Start
Add 100+ Notes in a Click
Comprehensive Support
New Features added monthly
Support via Email
ENTERPRISE
Custom
Organization
/ month
Initiate Chat
Everything in Pro Plan
Audit Logs
Compliance View
Compliance Alerts
Multiple Workspace Access
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