Simple, transparent pricing

Choose the plan that fits your firm today.

Firmstead has three plans: Starter at $299 per month for up to 3 staff, Practice at $599 per month for up to 10 staff, and Growth at $999 per month for up to 25 staff. Every plan includes unlimited client portal users, all 14 workflows, secure documents, and support.

Starter

For a focused solo or small practice.

$299/ month

Includes up to 3 staffBook a demo

Client CRM & portal
All workflow templates
Documents & e-signatures
Invoicing & ACH payments

Practice

For an established team managing more complexity.

$599/ month

Includes up to 10 staffBook a demo

Everything in Starter
Capacity planning
Advanced automations
Firm analytics & reporting

Growth

For a growing multi-service advisory firm.

$999/ month

Includes up to 25 staffBook a demo

Everything in Practice
Advanced permissions
Custom reporting
Priority support

All prices in USD. No implementation fees. Annual billing available.

Pricing questions

Before you choose a plan.

Not sure which plan fits? Ask our team.

How quickly can we get started?

Most firms are ready to invite clients in a day. Your workflows, document requests, roles, and client portal are configured from the start—there is no implementation project.

How much does Firmstead cost?

Starter is $299 per month for up to 3 staff, Practice is $599 per month for up to 10 staff, and Growth is $999 per month for up to 25 staff. Prices are in USD, there are no implementation fees, and annual billing is available.

Do clients pay to use the portal?

No. Every plan includes unlimited client portal users. Clients sign in with their email and a one-time code.

Is our data portable?

Yes. Your firm owns its data. Client, workflow, document, and billing records can be exported whenever you need them.