Most client document collection tools bundle in a full practice-management suite — workflow automation, billing, e-signatures — priced per user. ClientBrief does one thing: send a checklist, get uploads. See how it compares.
$35/month annual ($42 monthly) for 2 users and 20 active requests; $71-215+/month for higher tiers
~$800-1,200/user/year, billed upfront annually
$55-85/user/month on annual billing ($75-110 monthly), with 2-3 user minimums on every plan
$19/month solo; $49-69/user/month for teams, annual billing required under 5 users
Free Client Management tier up to 500 contacts; paid plans $74-149/user/month on annual billing, plus per-client add-ons
$49/month solo; $59-79/user/month for team plans, annual billing
$59/user/month annual (Team), $89/user/month annual (Business, 3-user minimum); higher on monthly billing
$49/user/month (Essentials), $59 (AI Pro), $99 (Tax Team); enterprise rates from about $75/user/month annual
$19-99/month per workspace depending on plan (flat regardless of team size)
From ~$27/user/month; full pricing requires a custom quote