pricing
Pricing is based on a 6-month build out with all subscriptions and services in one simple monthly fee
Includes Airtable seats, the entire system including custom client portal website hosting with domain plus everything below:
✓
Staff support and training
✓
Any custom systems you need
✓
Financial tracking / connections to Quickbooks
✓
Automations / AI integration
✓
Specifications database and automations
✓
Materials database and web clipper
✓
Vendor tracking database
✓
Internal task management tool
✓
Project management / note taking
✓
Custom connector to your AI note taker
✓
Client presentation database / automations
✓
Client portal website, custom domain, management*
✓
Customizable internal dashboard*
✓
Auto PDF Generator custom extension
✓
Revit connector
.small
$2400/month for 6 months
For firms up to 5 people.
Term Commitment
Requires 6 month term commitment
Ongoing support is possible but optional. Contact us for more details.
Support
24 hour support turnaround
.medium
$4200/month for 6 months
For firms up to 15 people.
Term Commitment
Requires 6 month term commitment
Ongoing support is possible but optional. Contact us for more details.
Support
12 hour support turnaround
.large
what happens after you buy?
Your full system is delivered within two weeks.
Your team gets a one-hour crash course so everyone can start using it right away.
Each month, we run deeper learning sessions so the rollout feels easy and never overwhelming.
We're available anytime to support team members as they get comfortable.
Over the 6-month onboarding period, we continuously tailor and refine your systems to match how your firm truly works.
After 6 months, you move the databases into your own Airtable account and keep everything running smoothly on your own.**
*The client portal website and internal dashboard website is not included after six months. Continuing access requires an ongoing payment plan, available at a reduced rate. Contact us for details.
**After your first six months, you can continue your systems operations plan—including ongoing support and new systems—at a reduced rate. Contact us for pricing options.
.why it's worth it