A clear plan structure for serious client-workflow operations.
Review the public CBI Deal plan structure with a direct self-serve route for Solo, Team, and Business, plus a separate contact-led Enterprise path for tailored rollout discussions.
clear monthly public plan pricing
self-serve plans
for tailored rollout and custom structures
Four plans, with one clear next step attached to each.
Solo, Team, and Business move directly into workspace signup and live Stripe checkout. Enterprise stays separate so broader rollout, integrations, and governance can be handled properly before provisioning.
The pricing structure is arranged so the next step stays obvious from the outset: subscribe directly, open the demo, or move into a higher-touch enterprise conversation.
Solo, Team, and Business move through the self-serve signup and Stripe flow. Enterprise stays on a contact-led route so scope, integration, and rollout can be handled properly.
Public plan structure
Solo
$49
monthly
Team
$119
monthly
Business
$199
monthly
Enterprise
Custom
Contact us
Self-serve plan
Solo
For individual operators.
1 user
- Structured workspace for a focused advisory desk
- Core document, quotation, and payment workflow
- Professional client portal access
- Clear case handling without excess complexity
Self-serve plan
Team
For small teams.
Up to 3 users
- Shared workspace for coordinated team delivery
- Multi-client workflow visibility and reminders
- Internal collaboration across cases and operators
- Branded client-facing experience
Self-serve plan
Business
For growing firms.
Up to 8 users
- Scalable client management across active matters
- Broader collaboration and operational oversight
- Higher workspace capacity for growing firms
- Priority onboarding guidance for rollout
Advisory route
Enterprise
Flexible number of users.
Direct contact for tailored structure, scope, and implementation.
- Tailored workflow design and operating structure
- Integration planning for larger teams
- Dedicated support and implementation guidance
- Custom access, governance, and rollout scope
Would you prefer to review the plan structure together?
Use this section if you would like to discuss team size, operating scope, or which plan path appears most suitable before moving further.
Useful where a clearer first view is needed before any more committed step is taken.
A first discussion is usually comfortably covered in 20 to 30 minutes.
Handled in a private and structured format, without any obligation to continue.
Purpose of the first conversation
It helps bring structure to the broader picture, clarify priorities, and decide whether a more detailed next step would be appropriate.
We work with a limited number of cases and prioritise serious enquiries that benefit from a more considered first exchange.
Need a tailored structure beyond the public plans?
Enterprise is handled through a direct contact route so implementation scope, integrations, access structure, and support expectations can be shaped before any workspace is provisioned.