Plans
Plans
Sample plans only. Plandata is set up with each firm, so these tiers are illustrative, not an offer, and no prices are published.
Sample pricing. Sample plans: names and contents are illustrative. No payment is taken anywhere on this site, and the product’s online payments are off.
Tracking
Quoted sample
For a small firm moving off spreadsheets.
- Plan checks, reviews and deliveries
- Invoice details and invoices
- Staff dashboard and mobile app
Firm
Quoted sample
For firms that keep clients informed.
- Everything in Tracking
- Client portal with messages
- Legacy Access import
Connected
Quoted sample
For firms that want AI assistants on their data.
- Everything in Firm
- MCP connector with scoped tokens
- Help with setup