Professional (free)
- Price
Monitoring prices apply to each trust above the free three. A sponsorship buys one year of Premium for one trust.
- $0
- Connect to client trusts and work inside them
- Seats and client connections
- Unlimited
- Monitored trusts
Includes the Tasks board, What changed, and your firm's Checked record. Trusts that go quiet appear in your opt-in summary email. Instant emails start above the free three. After the sponsored year, the trust uses your monitoring count unless you sponsor it again.
- Up to 3
- Client gets the Premium toolkit
Sponsorship gives the client Premium for one year.
- Use Premium tools on the client's behalf
Use these tools when the client trust has Premium, whoever paid. Your access still follows the client's permissions.
- If the client has Premium