One platform. One predictable price.
Pay per seat — not per client. Replace your CRM, workflow tool, document portal, and billing system with a single subscription. Every tier includes a one-time setup fee of $1,500.00 for onboarding, data migration, and training.
Pricing Plans
Choose the plan that fits your firm.
All plans include a $1,500.00 one-time setup fee. Upgrade, downgrade, or cancel anytime — no long-term contracts.
Starter
For solo practitioners and small teams getting organized.
+ $1,500.00 one-time setup fee
- Full CRM with client & contact management
- Custom forms & questionnaires
- Email templates & engagement letters
- Google Drive integration
- QuickBooks Online invoice sync
- Recurring workflow automation
- Multi-option proposals with Stripe payments
- Automated proposal-to-workflow creation
- Scheduled client task notifications
- Proposal & invoice PDF generation
- Revenue insights & reporting dashboard
Professional
For firms needing custom branding and quick-response support.
+ $1,500.00 one-time setup fee
- Everything in Starter, plus:
- Access to platform template library
- Custom firm branding (logo, colors, signature)
- Custom workflow & automation consulting
- Quick-response priority support
Enterprise
For firms needing custom development and rapid response support.
+ $1,500.00 one-time setup fee
- Everything in Professional, plus:
- Custom integrations & API access
- Custom workflow & automation consulting
- Rapid response priority support
- Dedicated account manager
What's included in the $1,500.00 setup fee?
Data migration from your current tools · Workflow template configuration · Team training & onboarding session · Branded client portal setup · Dedicated launch support
Why Efficiently.so?
Pricing that scales with your firm.
Replace 4+ Subscriptions
CRM, workflow, document gathering, and billing — all in one platform. One price, one login, zero integration headaches.
No Per-Client Pricing
Pay per seat, not per client. Whether you manage 50 or 5,000 clients, your cost stays predictable.
One-Time Setup Fee
A flat $1,500.00 onboarding fee covers data migration, workflow template setup, team training, and your branded client portal.
Cancel Anytime
No long-term contracts. Month-to-month billing with the flexibility to upgrade or downgrade your tier as your firm grows.
Ready to see it in action?
Schedule a personalized walkthrough and we'll help you pick the right plan for your firm.