Pricing

Simple plans that
grow with your firm.

Every plan includes the client portal, the document vault, and bank-grade security. Start free for 14 days — no credit card, cancel anytime.

Starter
For a solo practitioner getting started.
$29 /mo
or $24/mo billed annually
Start free trial
  • 20 active requests
  • 3 team seats
  • Every feature included
  • Colette, your AI assistant
  • Unlimited templates & clients
  • Client portal & document vault
  • Automatic follow-ups
Business
Unlimited, for established multi-seat practices.
$199 /mo
or $165/mo billed annually
Start free trial
  • Everything in Pro, without limits
  • Unlimited active requests
  • Unlimited team seats
  • Colette, your AI assistant
  • Unlimited templates & clients
  • Client portal & document vault
  • Automatic follow-ups

Only two things are plan-gated: active requests and seats. Colette is included on every plan and drafts unlimited requests — the cap only applies when you send.

Questions

Pricing, answered.

Do my clients need to pay or create an account?

Never. Clients open a secure link, complete their request, and access their document vault — no account, no charge, on any device.

How does the free trial work?

Every plan starts with a full 14-day trial — no credit card required. Build real requests, send them to real clients, and decide once you've seen it work.

What counts as a "seat"?

A seat is one member of your team — anyone who builds requests or reviews submissions. Your clients are always free and unlimited.

What counts as an "active request"?

A request that's been sent and isn't complete or archived yet. Drafts, accepted and archived requests don't count — and Colette can draft as many as you like on any plan.

Can I change plans later?

Yes. Upgrade, downgrade or add seats anytime; changes are prorated to your billing date. No long-term contract on any plan.

Is my clients' data secure?

Every file is encrypted in transit and at rest, access is role-based, and every action is recorded in an audit log.

What if I need to cancel?

Cancel anytime from your settings. You keep access through the end of your billing period, and you can export your documents whenever you like.

Try ClientCollect free.

Fourteen days, every feature, no credit card. See how fast a complete file can be.