Pricing

Priced per page,because that'show you work.

One appointment, one page. Drafts are free — you only spend a page when you approve and publish.

Annual saves two months
Solo $49/ mo$490/ yr 10 pages a month · 1 seat
  • Choose your accent color. Your name, photo and contact details on every page.
  • Every recap section included
  • Private links with access check
  • Optional voice note
Additional pages $6 each
Pro $99/ mo$990/ yr 25 pages a month · 1 seat
  • Full brand kit — logo, accent and curated theme.
  • Everything in Solo
  • Draft from a voice memo
  • Multiple page templates
Additional pages $5 each
Agency $499/ mo$4,990/ yr 150 pooled pages a month · 10 seats
  • Set the agency theme once. Every seat matches it and can't override it.
  • Everything in Pro
  • Shared templates
  • Producer activity view
Additional pages $3 each · Extra seats $39/mo

Drafts are free — a page is only spent when you approve and publish. Annual billing saves two months. Cancel any time; published pages stay live through the period you paid for.

How pages work

Drafts are free. You spend a page when you publish.

One page, one named recipient.A page credit is tied to a client record, not to a document. Publishing for the Brooks household spends one page.
Editing that page is free, always.Corrections, updated figures, a revised recommendation — as many times as you need, at no further cost.
Material changes re-trigger approval.Change a figure and you confirm it again before it republishes. That protects you; it doesn't cost a page.
A different recipient is a new page.Duplicating or republishing for someone else spends one. Never charged twice for the same client; never a hundred prospects on one credit.
The details

What you're actually buying.

Overages don't interrupt you.Go past your allowance and additional pages simply bill at your plan's rate. Nothing stops mid-week, and you're notified before the first one.
Agency pages pool.150 pages across 10 seats, shared. Your heaviest writer isn't rationed because someone else had a slow month.
Themes are locked at the agency level.Set the accent, logo and type once. Every seat inherits it and no producer can override it — which is the point.
Cancel any time.Pages you've already published stay live through the end of the period you paid for. Nothing goes dark on a client mid-decision.
Annual saves two months.Solo $490 a year, Pro $990, Agency $4,990. Switch the toggle above to see annual rates.
Questions

Before you subscribe.

Which plan should I start on?
Solo, unless you know you'll send more than ten a month. Ten is deliberately tight — it's meant for the appointments that matter, not every appointment. If you're regularly paying overages, Pro costs less.
Is there a free trial?
There's a sample page you can read end to end, and you can show it to your compliance officer before you spend anything. That's more useful than a trial where you'd build one page and forget.
Can I show this to compliance first?
Please do. Send them the sample page — it's a real, complete document with the disclosure block intact. If they need something changed, tell us before you subscribe.
What if my team needs more than 10 seats?
Extra seats are $39 a month each on Agency. Past about 25 seats, email us and we'll work something out rather than sell you five Agency plans.

Read one before you buy one.

The full sample page, start to finish, disclosures and all.

Open the sample page See who it's for