Solo Planner
A focused workspace for a planner managing their own clients and plans.
1 named user
- The complete planning toolkit below
- Private client and source records
- Invitation-based account setup
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.
Monthly software rates per workspace. Access is arranged by invitation after scope and terms are agreed.
A focused workspace for a planner managing their own clients and plans.
1 named user
Bring a small team into the same organization workspace for planning and review.
Up to 5 named users
Scope access and implementation for larger teams or an organizational rollout.
Larger teams & program needs
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.
There is no automatic account activation or checkout. Named user access is provisioned after the scope and written terms are agreed.
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.
Unsure how to scope it? A description of the plans you create and what slows your team down is a good place to begin.