Sample pricing
Plans shaped around monthly intake volume
Each sample plan is organized around the number of client intakes included each month, with a complimentary user allowance for the team.
$49
Starter
For smaller firms starting with a focused intake workflow.
Get Started- Up to 25 intakes per month
- 2 complimentary users
- AI-assisted PDF intake drafts
- Client portal completion
- Client management
$99
Growth
For teams running a steady intake pipeline across more matters.
Get Started- Up to 75 intakes per month
- 5 complimentary users
- AI-assisted PDF intake drafts
- Configurable intake pipelines
- Document and agreement steps
- Scheduling and payment steps
- Priority workflow setup
$249
Firm
For firms coordinating higher intake volume across a larger team.
Get Started- Up to 200 intakes per month
- 12 complimentary users
- AI-assisted PDF intake drafts
- Staff visibility and notes
- Downstream handoff support
Sample pricing only. Final tiers, prices, intake allowances, and included users still need approval before public launch.
Compare what each sample plan includes
The comparison is written around the intake work firms usually need to coordinate: intake volume, client completion, client management, document collection, scheduling, payment steps, and handoff.
Compare what each sample plan includes
Starter
For smaller firms starting with a focused intake workflow.
Intake workflow
- Included client intakes per month
- 25
- Complimentary staff users
- 2
- Configurable intake pipelines
- Included
- AI-assisted PDF intake drafts
- Included
Client completion
- Guided client portal
- Included
- Forms and document requests
- Included
- Agreement steps
- Not included
- Scheduling and payment steps
- Not included
Operations and handoff
- Client management
- Included
- Status, blockers, and completion tracking
- Included
- Downstream handoff support
- Not included
- Priority workflow setup
- Not included
Growth
For teams running a steady intake pipeline across more matters.
Intake workflow
- Included client intakes per month
- 75
- Complimentary staff users
- 5
- Configurable intake pipelines
- Included
- AI-assisted PDF intake drafts
- Included
Client completion
- Guided client portal
- Included
- Forms and document requests
- Included
- Agreement steps
- Included
- Scheduling and payment steps
- Included
Operations and handoff
- Client management
- Included
- Status, blockers, and completion tracking
- Included
- Downstream handoff support
- Included
- Priority workflow setup
- Included
Firm
For firms coordinating higher intake volume across a larger team.
Intake workflow
- Included client intakes per month
- 200
- Complimentary staff users
- 12
- Configurable intake pipelines
- Included
- AI-assisted PDF intake drafts
- Included
Client completion
- Guided client portal
- Included
- Forms and document requests
- Included
- Agreement steps
- Included
- Scheduling and payment steps
- Included
Operations and handoff
- Client management
- Included
- Status, blockers, and completion tracking
- Included
- Downstream handoff support
- Included
- Priority workflow setup
- Included
Compare what each sample plan includes
Intake workflow
| Compare what each sample plan includes | Starter | Growth | Firm |
|---|---|---|---|
| Included client intakes per month | 25 | 75 | 200 |
| Complimentary staff users | 2 | 5 | 12 |
| Configurable intake pipelines | Included | Included | Included |
| AI-assisted PDF intake drafts | Included | Included | Included |
Client completion
| Compare what each sample plan includes | Starter | Growth | Firm |
|---|---|---|---|
| Guided client portal | Included | Included | Included |
| Forms and document requests | Included | Included | Included |
| Agreement steps | Not included | Included | Included |
| Scheduling and payment steps | Not included | Included | Included |
Operations and handoff
| Compare what each sample plan includes | Starter | Growth | Firm |
|---|---|---|---|
| Client management | Included | Included | Included |
| Status, blockers, and completion tracking | Included | Included | Included |
| Downstream handoff support | Not included | Included | Included |
| Priority workflow setup | Not included | Included | Included |
Frequently asked questions
- Are these final public prices?
No. These are sample prices for product and page exploration. Final tiers, prices, included users, intake allowances, and billing terms still need approval before public launch.
- What counts as a client intake?
For this sample model, an intake means one client onboarding workflow started through Onvo. The final commercial definition may change once pricing is approved.
- Can a firm add more users?
The sample plans include complimentary staff users to show how team access could be packaged. Additional user rules should not be treated as final until the commercial model is approved.
- Do the plans include named integrations?
No named integrations are being promised publicly yet. Onvo is positioned around downstream handoff support until specific integration claims are approved.
- Can pricing be tailored for a larger firm?
Yes. Larger or more complex intake operations should use the demo or contact path so the workflow, volume, and handoff needs can be discussed directly.