Simple, Transparent Pricing
Choose Your Plan
Start with a 7-day free trial. No credit card required.
ROI: Save 29+ hours/month = $1,305 value at $45/hr
Starter
$29/month
Perfect for new brokers or lighter caseloads
- 30 notes per month
- 15 clients maximum
- Voice transcription included
- All 14 OPWDD service categories
- Medicaid-compliant formatting
MOST POPULAR
Pro
$99/month
Best value for active brokers
- Unlimited notes
- Unlimited clients
- Unlimited voice transcription
- Advanced AI for complex cases
- Export to Word/PDF
- Priority support
Agency
$199/month
For agencies with multiple brokers
- Everything in Pro, plus:
- Up to 5 team members
- Team dashboard & analytics
- Shared client roster
- Dedicated account manager
- Custom onboarding
Compare Plans
| Feature | Starter $29/mo | Pro $99/mo | Agency $199/mo |
|---|---|---|---|
| Monthly notes | 30 | Unlimited | Unlimited |
| Clients | 15 | Unlimited | Unlimited |
| Team members | 1 | 1 | 5 |
| Voice transcription | |||
| OPWDD service categories | All 14 | All 14 | All 14 |
| Advanced AI | |||
| Export to Word/PDF | |||
| Priority support | |||
| Team dashboard | |||
| Dedicated account manager |
The Math Makes Sense
15-20 min
Saved per note
29+ hours
Saved per month
$1,305
Value at $45/hr
Even on the Starter plan, that's less than $1 per note for audit-ready documentation.
Frequently Asked Questions
How does the 7-day free trial work?
Sign up and get full Pro-level access for 7 days. No credit card required. After 7 days, choose the plan that fits your needs.
What's the difference between Starter and Pro?
Starter ($29/mo): 30 notes/month, 15 clients. Great for new brokers or those with smaller caseloads.
Pro ($99/mo): Unlimited everything, advanced AI for complex cases, export to Word/PDF, priority support. Best for active brokers with larger caseloads.
Can I upgrade or downgrade anytime?
Yes! You can switch plans at any time. If you upgrade, you'll be charged the prorated difference. If you downgrade, your new rate starts at the next billing cycle.
What happens if I hit my Starter plan limits?
You'll get a notification when you're approaching your limits. You can either wait until your next billing cycle or upgrade to Pro for unlimited access.
Is my data secure?
Yes. We don't store your raw notes or any personally identifiable information (PII) in our AI prompts. All data is encrypted in transit and at rest.
What service categories are supported?
All 14 OPWDD Self-Direction service categories:
- Budget Creation/Review/Modification
- Expenditure Tracking & Financial Management
- Community Connection & Relationship Building
- Staff Recruitment, Interviewing & Selection
- Staff Training & Development
- Staff Supervision & Coordination
- Self-Direction Education & Person-Centered Planning
- Communication & Coordination
- Crisis Intervention & Problem Resolution
- Life Planning & Future Planning
- Quality Assurance & Documentation
- Transition Support
- Advocacy & Rights Protection
- Administrative Tasks
Do you offer annual billing?
Not yet, but it's coming soon! Annual billing will offer a discount compared to monthly billing.
Ready to Save 29 Hours a Month?
Start your 7-day free trial today. No credit card required.
✓ 7-day free trial•✓ Cancel anytime•✓ No credit card required