Pricing
One plan. $50/month, flat.
Everything included. Card-required trial. Cancel anytime. No long-term contract.
ClientKeep
$50/month
per agency · billed monthly
Start your trialCard-required trial · Cancel anytime · No long-term contract
Everything included
- Verified client intake (one secure link)
- Identity verification (last name + DOB)
- Typeahead-verified doctors, hospitals, pharmacies, medications
- SOA + PTC with e-signature (12-month validity)
- Privacy-policy acknowledgment + versioning
- GoHighLevel CRM sync with auto-created custom fields
- Send invite links by text from your CRM
- Agency branding on forms and emails
- Team roles: Admin, Agent, Staff
- Searchable client list + bulk actions
- Analytics dashboard + immutable audit log
Larger agency or FMO?
Same $50/agency price. We'll help you roll it out across the downline.
Pricing questions
A flat price, with no fine print.
$50/month covers your whole agency — every agent, every staff member, every client. No per-seat fees.
Yes — a card-required trial. You won't be charged until the trial ends, and you can cancel anytime before that with no charge.
From Settings → Billing, anytime. No phone call required. Cancel ends the subscription at the end of the current period.
Yes. Switch in Settings → Billing. Annual is billed at $500/year — two months free vs monthly.
All major credit and debit cards.
No. The $50/month is everything.