Per-user pricing that scales with your firm. No hidden fees, no feature gating games. Every plan includes the client portal.
Every plan includes the essentials. Choose the tier that matches your firm's size and complexity.
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Clients & Contacts | |||
| Client management | |||
| Contact management | |||
| Client portal | |||
| Max clients | 500 | 5,000 | Unlimited |
| Tasks & Workflow | |||
| Basic task management | |||
| Advanced workflow engine (DAG) | |||
| Automation rules | |||
| Engagement management | |||
| Custom fields | |||
| Time & Billing | |||
| Time tracking | |||
| Invoicing | |||
| Recurring billing | |||
| E-signatures | |||
| Documents & Storage | |||
| Document storage | 10 GB | 50 GB | Unlimited |
| Document requests | |||
| AI & Integrations | |||
| AI credits / month | 50 | 200 | 500 |
| API access | |||
| Custom branding | |||
| Multi-office support | |||
| SSO / SAML | Coming soon | ||
| Support | |||
| Email support | |||
| Priority support | |||
| Phone support | |||
| Dedicated success manager |
Straight answers. No sales games.
You pay for each active user on your account. If your firm has 8 team members who need access, you pay for 8 seats. You can add or remove seats at any time, and your bill adjusts automatically. Portal access for your clients is always free and included in every plan.
Annual billing gives you a lower per-user rate (18-20% savings) in exchange for paying for the full year upfront. Monthly billing is flexible with no long-term commitment. You can switch from monthly to annual at any time to start saving.
Yes. Every plan includes a free trial so you can explore the full platform before committing. No credit card required to start. During beta, we offer extended trial periods and early-adopter pricing.
Absolutely. You can upgrade or downgrade your plan at any time from your account settings. Upgrades take effect immediately. Downgrades take effect at the end of your current billing cycle.
Your data belongs to you. If you cancel, you have 30 days to export everything. We provide full CSV and PDF export for all your data including clients, documents, invoices, and time entries at no charge. After 30 days, your data is scheduled for deletion per our Privacy Policy.
Yes. PracticeWings is built to meet IRS Publication 4557 security standards. All data is encrypted at rest and in transit on AWS infrastructure. We use application-level tenant isolation so your firm's data is completely separated from other firms. See our Security page for full details.
No. The client portal is included in every plan at no additional cost. Your clients can access documents, messages, billing, and task updates without you paying anything extra. We believe portal access is a basic expectation, not a premium add-on.
AI credits power features like smart document processing, automated report generation, and AI-assisted writing. Each credit covers one AI operation. Usage varies by feature complexity. Credits refresh monthly and do not roll over.
All prices are in USD. Annual plans are billed upfront for the full year. Monthly plans are billed at the start of each billing cycle. Prices are per user per month.
Late payments: Payments received within 15 days of the due date incur no additional charges. After 15 days, accounts may be suspended. Suspended accounts accrue interest at 1.5% per month on the outstanding balance from the original due date.
Reactivation: A reactivation fee of $50 applies to restore access to a suspended account, in addition to all outstanding balances and accrued interest. Reactivation does not change your original billing date.
Full billing terms are described in our Terms of Service.
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