01What it costs
Each build is priced on what goes into it.
Two costs. A one-off build, and a monthly service fee.
One person — a sole trader or owner-led business
Individual
Build
£2,500 – £5,000
One-off
Service
£300 – £500
Monthly
Build includes
—Your capture channels identified: where the work arrives.
—Your systems connected: email, accounts, files, calendar.
—Your records migrated in.
—A base set of rulings for the agents to work to.
—One surface, built around how you work.
—A base set of workflows.
Service includes
—Servers, database and models.
—Monitored daily. Faults fixed.
One person, one surface, the base rulings and agent set. Custom workflows or a second surface move you to Business.
A business with a team
Business
Build
£7,500 – £15,000
One-off
Service
£800 – £1,500
Monthly
Build includes
—Capture channels identified across the business.
—Your systems connected, whoever uses them.
—Your records migrated in, and the team onboarded.
—Rulings adapted to how the business runs.
—A surface customised to it: cards, tabs, widgets, calendars.
—Workflows built around how the work moves.
Service includes
—Servers, database and models.
—Monitored daily. Faults fixed.
—The system and its rulings adjusted as your work changes.
One project, several contributors
Project
Build and service
POA
Priced once the scope is set
Build includes
—Capture channels identified across every contributor.
—The systems of each firm connected, not only yours.
—The project record to date migrated in.
—Rulings and decision records written for the project.
—A surface built around that project.
—Workflows written for how that project is run.
Service includes
—Everything in Business.
—Work on the system alongside you for the life of the project.
Contributors from different firms add to the same record. Every entry keeps the source it came from.
A group, or several projects at once
Enterprise
Build and service
POA
Priced once the scope is set
Build includes
—Capture channels identified across the group.
—The systems of each entity connected.
—Records migrated across the group into one.
—Bespoke rulings and decision records, written per entity.
—Several surfaces, one record.
—Workflows written for each part of the group.
Service includes
—Everything in Project.
—New workflows built with you.
—New technology adopted as it arrives.
A ruling is a written decision about how your business operates. The agents reason from them, so they are written for each client and kept current as the business changes.
All prices exclusive of VAT.
Ranges are indicative. The build figure depends on the number of capture channels and systems connected, the volume of record migrated, and the extent of surface and ruling work.
Custom workflows and extended support are priced separately.
The figure is confirmed in writing before any work begins.
More on how it works.