Pricing questions
Is there a free trial?
Yes. Start a 30-day Basic trial with no card. Use the free forms, lead templates, ZIP lookup and device dictation; paid AI fill, AI Help and the Assistant are not included. Paid Basic unlocks AI lead and visit-summary fill and Help; Pro adds the Assistant. When the trial ends, your data stays available read-only, including exports, unless you choose a paid plan.
Can I switch plans?
Basic and Pro are available monthly or yearly (yearly saves 17%). In-app plan switching and checkout are not enabled yet.
What happens to my data if I cancel?
Your data is yours. You can keep viewing it read-only and export it; export a copy whenever you need one.
Does my company pay for this?
No. You buy it for yourself, and it stays private to you.
Who can see my business data?
Your business records are private to your account. The Assistant reads your own entered data to answer your questions.