Simple, Transparent Pricing
Every plan includes every feature. No tiers. No hidden costs. Less than the cost of one paraplanner hour per month — replacing an average of $82,000/year in admin overhead.
$99/mo
Maximum flexibility. Cancel anytime.
$99 billed monthly
Everything Included
AI Meeting Assistant — unlimited meetings
Doxi Document Reader — unlimited uploads
Smart Action Extraction (patented)
CRM Integrations (Redtail, Wealthbox, Orion)
Zoom, Google Meet, Phone support
Zero-Retention Architecture
SEC/FINRA Compliant Notes
Email & Download Sync
Compliance-ready audit trails
Priority support
No data storage, no training on your data
No credit card required · Cancel anytime · Setup in 2 minutes
Enterprise? Contact us
Zero-Retention Guarantee
Every plan includes our full Zero-Retention Architecture. Your client data is processed and permanently destroyed — guaranteed.
Pricing FAQ
Is there really a free trial?
Yes. 14 days, all features, no credit card. If you don't love it, you don't pay.
Are there per-seat charges?
No. One subscription covers your entire practice. No per-user pricing.
Can I switch billing plans?
Yes, anytime. Upgrade or downgrade and the difference is prorated.
What if I need an enterprise plan?
Contact us. We offer custom pricing for firms with 10+ advisors.