Can I start on Starter and upgrade later?
Yes. Most teams begin with one onboarding template, then upgrade as client volume and team size increase.
Pricing
Straightforward pricing for client onboarding
Choose the plan that matches your onboarding volume. Every tier is focused on one goal: helping your team collect documents, signatures, and required client details faster.
As your onboarding workflow matures, you can scale from a starter setup to deeper automation and governance without rebuilding your core process.
Starter
Free£0/month
For testing your onboarding flow and first client rollouts.
- 1 admin user
- 1 onboarding template
- Client portal link per onboarding
- Document uploads + signatures
- Up to 5 active onboardings
Pro
Most popular£29/month
For solo operators and small teams running onboarding at pace.
- Up to 5 admin users
- Up to 10 templates
- Automated reminders (email)
- Audit timeline + evidence export
- Up to 50 active onboardings
Business
Scale£89/month
For teams onboarding clients at volume with stricter controls.
- Up to 15 admin users
- Unlimited templates
- Everything in Pro
- Advanced reporting level
- Up to 200 active onboardings
| Plan | Admin users | Templates | Active onboardings | Automation + audit |
|---|---|---|---|---|
| Starter | 1 | 1 | Up to 5 | Not included |
| Pro | Up to 5 | Up to 10 | Up to 50 | Included |
| Business | Up to 15 | Unlimited | Up to 200 | Advanced |
Need a custom rollout plan?
If your team has specialized onboarding requirements or higher-volume rollout plans, contact us and we can help you choose the best tier and implementation path.
Choosing the right onboarding automation platform tier
Most teams start with one service-line template, validate completion speed, then scale into automation and team access. That rollout keeps implementation focused and avoids adding process complexity too early.
Starter fit
Best for testing client intake and onboarding software with a small number of active clients.
Pro fit
Ideal for teams that need to automate client onboarding and reduce manual follow-up effort.
Business fit
Built for higher onboarding volume, governance requirements, and multi-user operations.
How to estimate onboarding ROI before selecting a plan
Most teams justify onboarding software by comparing current manual effort against expected workflow improvements. Start with three baseline metrics: average onboarding cycle time, manual follow-up volume, and kickoff delays caused by missing requirements.
After rollout, track how quickly clients complete required steps and how often delivery teams begin with complete documentation. Even small reductions in delay can create meaningful gains in project profitability and team capacity.
If you are still deciding, compare your current onboarding workflow against the capabilities in each plan and prioritize the tier that removes your highest-cost bottlenecks first.
Cycle time
Measure days from signed agreement to kickoff-ready onboarding completion.
Coordination effort
Track manual reminders per onboarding before and after automation.
Readiness quality
Review how often projects start without missing files, approvals, or intake detail.
Pricing FAQ
Which plan is best for agencies?
Agencies often start with Pro for automation and template scale, then move to Business as onboarding volume grows.
Do all plans include the client portal?
Yes. Every plan is built around one client portal experience for onboarding submissions and progress.
Where can I compare platform capabilities?
Review our feature breakdown and client onboarding software page before choosing a plan.