Two doors, one job done: the pilot is hands-on and limited to 3 firms; founding locks your price for 3+ years, self-serve.
Locked for 12 months.
Scope: the pilot runs 90 days — up to 3 monthly closes — and covers up to 15 clients. Your price lock runs a separate 12-month clock, and it keeps running after the 90-day window closes. What we ask in return: brief feedback after each of your first 3 closes, and permission to use anonymized before/after metrics. After your 12-month lock ends, the then-current founding price applies.
Not self-serve. Applications reviewed in order received. When the 3 slots fill, applications join the waitlist.
Flat. Public launch after the pilots. Your price is locked through December 2029 while you stay subscribed.
One flat price per firm — no per-client pricing that punishes you for growing.
Prefer to pay for results? Outcome pricing: $0 base + $3 per client-period that reaches 100% resolved, capped at $39.99/month. A period counts as resolved when every item on it is received, marked Not Applicable, or confirmed sent another way.
Founding is self-serve setup: done-for-you setup and the written Success Line are pilot-only.
Honest contrast: DocNudge is $49.99/month unlimited, but with no done-for-you setup and no recurring cycles.
Backed by the Reminder-Accuracy Guarantee: if a reminder ever names an item already marked received, that month is credited in full — automatically; pilots also get the written Success Line. If you've already paid that month, we refund it to your card — no claim form, no email to support. Read the full guarantee · Files are a pass-through, deleted on your 30/60/90-day schedule, never a permanent vault — how we handle files. Easy in, easy out: export everything at any time, even before you pay.
Referrals: refer a firm and you get $10/month off your flat price for each one that completes a list — up to $40/month off — and the firm you refer gets its first month free. Referral discounts apply on the flat track.
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