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A THOUGHTFUL FIT FOR YOUR ORGANIZATION

Your work has context.
Your pricing should too.

Choose a starting point for your team. Every plan includes the same conservation planning toolkit, with AI usage and implementation scoped separately around your work.

LAUNCH SOFTWARE PRICING · USD

Room for the way you work.

Monthly software rates per workspace. Access is arranged by invitation after scope and terms are agreed.

FOR INDEPENDENT PLANNING

Solo Planner

A focused workspace for a planner managing their own clients and plans.

$99USD / workspace / month

1 named user

  • The complete planning toolkit below
  • Private client and source records
  • Invitation-based account setup
Discuss Solo Planner
FOR SHARED PLANNING

Planning Team

Bring a small team into the same organization workspace for planning and review.

$299USD / workspace / month

Up to 5 named users

  • The complete planning toolkit below
  • A shared organization workspace
  • Named users provisioned by invitation
Discuss Planning Team
FOR A BROADER PROGRAM

Program / Organization

Scope access and implementation for larger teams or an organizational rollout.

Custom quoteBased on agreed scope

Larger teams & program needs

  • The complete planning toolkit below
  • User access scoped with your team
  • A rollout plan matched to your needs
Discuss your program
CLEAR SCOPE BEFORE ACCESS

AI usage and onboarding, document imports, and training are priced separately in a written quote before access. Software rates do not include unlimited AI generation. Requesting a conversation does not activate a subscription or create an order.

THE SAME CARE, AT EVERY SIZE

The complete planning toolkit.
In every software plan.

Explore all capabilities
  • All four planning workflows and 103 section templates
  • Private clients, intake, and supporting documents
  • Source-selected AI-assisted drafts, with usage scoped separately
  • Saved revisions and human review of plan content
  • Private Word document exports
BEFORE WE TALK

A few useful details.

Access is by invitation.

There is no automatic account activation or checkout. Named user access is provisioned after the scope and written terms are agreed.

A quote makes the scope clear.

We’ll separate software access from AI usage, onboarding, imports, and training in a written quote. A conversation here is an inquiry, not an order.

Start with the work itself.

Unsure how to scope it? A description of the plans you create and what slows your team down is a good place to begin.

HAVE A QUESTION BEFORE REQUESTING A QUOTE?contact@polariseco.com