Simple pricing for your whole firm.
Pay per user. Add as many clients as you like. Every feature, including the AI assistant, is in the one plan.
a month
Other tools charge extra for AI. We include it.
Every user gets the AI assistant as part of the plan. Ask questions about your firm, set up work and clients, write emails and catch up on any job.
Everything your firm needs, in one plan
Every user gets every feature, from day one of the trial.
AI assistant
- Ask ProCharted about your firm's work
- Create work and clients by asking
- Write with AI for emails and notes
- Catch me up on any work item
Work and workflow
- Work board with statuses and filters
- Recurring work on any schedule
- Automations and subtask templates
- Roles, queues and pick-up work
Clients
- Organizations and individuals
- Custom fields and tags
- Client notes, files and email in one place
- Linked profiles for related clients
Client portal
- Secure portal for client uploads
- E-signatures with signing certificate
- Share invoices in the portal
- Phone-friendly, with take a photo
Documents
- Client folders and folder templates
- Documents page for the whole firm
- Save email attachments to clients
- Recycle bin for 90 days
- Connect your Outlook / Microsoft 365 mailbox
- Email page with an AI inbox brief
- Email sequences with follow-ups
- Templates with placeholders
Time and billing
- Timers and billable / non-billable time
- Invoices with your own logo
- Payments and balances
- QuickBooks Online
Insight
- Home page for you and the whole firm
- Ready-made reports on work, time and billing
- Activity log
- Calendar
Team and notifications
- Notification centre and email alerts
- @mentions and chat-style notes
- Team roles and permissions
- Unlimited support and setup help
Free seasonal users, February 1 to April 30
Add seasonal users at no extra cost. Bring on the help you need for the crunch without changing your plan.
Questions about pricing
No. Add as many clients as your firm needs — you only pay per user.
There is one plan and it includes everything — no upsells, no add-ons to unlock. That includes the AI assistant.
No long-term commitment. Pay monthly, or save 20% by paying for the year.
Nothing extra. Unlimited support is part of the plan, including help getting your firm set up.
Ready to get started?
Try every feature free for 14 days, or book a demo and we'll show you around.