Consultant
For independent consultants and fractional leaders.
US$49a month
Up to 3 clientsEvery feature. Your whole team included.
Pricing
14 days free. Up to 3 clients. No card. You pay only when you choose a plan.
For independent consultants and fractional leaders.
US$49a month
Up to 3 clientsEvery feature. Your whole team included.
For growing consultancies.
US$99a month
Up to 10 clientsEvery feature. Your whole team included.
More than 10 clients? Contact us
Month to month, in US dollars. AI usage limits apply.
Every plan
Answers come from your notes and the messages you shared.
What you promised, and what you are still waiting on.
Your week’s work and notes, drafted into an update you review.
Clients approve the exact change. No account needed.
Forward a client’s email and get a request draft to confirm.
Invite teammates with the right role. No charge per person.
After the trial
Day 1
Start when you are readyThe 14 days begin when you choose Start trial, not when you sign up.
Day 14
The trial endsNothing is charged. Your records stay readable, and you can export them.
Any day after
Choose a planKeep working right where you left off.
Cancel later? It stops the next renewal. Your records stay readable, and you can export them.
Moving to a smaller plan? You choose which clients stay active. Nothing is deleted.
Questions
Something else on your mind? Contact us, or read how we protect your work in Security & Data.
A client you are actively working on in AgentHub. When the work ends, you can move a client to history. It stays readable and stops counting toward your plan.
When you choose Start trial in the app, not when you create your account. Your end date shows in Plan and access.
Not for the trial. You add a card only when you choose a paid plan.
Yes. The owner or an admin invites teammates by email, each with a role. Plans are priced by clients, not by people.
Each workspace has a daily allowance of AI actions, and most requests use one. The AI usage limits page lists them.
Yes, in Manage billing. Canceling stops the next renewal, and the billing page shows when your plan ends. A smaller plan asks you to choose which clients stay active. Nothing is deleted.
You are never charged for the trial. Paid plans renew monthly, and canceling stops the next renewal. Fees are not refundable, except where the law requires.
If it does, we email you at least 30 days before it applies, and you can cancel first.
Contact us and we will set up a larger workspace.
Get started
Start the trial when you are ready. Add their notes and a few of their messages, and see what it saves you.
14 days free. Up to 3 clients. No card.
Questions first? Contact us.