Choose your pricing plan

  • Foundations

    Every month
    Perfect for Single User Office
    Valid for 12 months
    • Full Casework and Issue Tracking Mechanism
    • Digital Document Management for Client Files
    • Enhanced Do Not Call, Do Not Email and Deceased Tracking
    • Self Administer your own Tracking Codes
    • Constituent Search & Advanced Search Capability
    • Drag and Drop Capability for Easy Upload
    • Assignment of Case Work to Specific Individuals or Groups
    • Email Notification of Case Work Assignment
    • Microsoft Office Integration - Easy Mail Merge to Word/Excel
    • Google Map Integration - Easy to Find Client Location
  • Essential

    Every month
    Designed for an Office of up to Five
    Valid for 12 months
    • Includes all the features of Foundations Plus
    • Collaborate with team members on Case Work
    • Outlook Calendar Integration - Scheduling
    • Two-way Text Messages Auto Triggered on Events
    • WebForms Website Integration for Client Intake
    • Templated Response for Quick Client Response
    • Manage your own Security Roles and Access of Members
    • Checklist for Compliance
    • Workflow Automation
    • Appointment Tracking with Text/Email Reminders
    • Community Round Table Feature - Manage Events on Key Issues
    • Track Invites and Attendance at Community Meetings
    • Includes up to 5 User Licenses
  • Unity

    Every month
    Built for Large Organizations
    Valid for 12 months
    • Includes up to 15 Users Licenses
    • Includes all the features of Foundations and Essentials Plus
    • Website Integration for Intake and Scheduling
    • Client Onboarding and Assessment
    • Digital Signature Capability
    • Review and Approval Collaboration
    • Inbound and Outbound Fax Integration
    • Telephony Integration
    • Optimize Appointments with Email and Text Reminders