Pricing
Free until your third client.
Every plan runs the same software. Two things grow as you pay: how many clients you can keep at once, and how much of the paperwork is already written for you — 5 documents on the free plan, all 19 documents on any paid one. And if you would rather never subscribe to anything again, there is a way to buy it outright.
Free
Free
2 clients
The whole thing, and the first documents, for your first two clients.
- 2 clients
- 5 documents to get you started
- The same software as every other plan
- No subscription
14 documents more on any paid plan — retainer and subcontractor agreements, a mutual NDA, a statement of work, payment terms, and the guides for pricing and getting paid.
Starter
$49 a month
5 clients
Room for five clients at once, and every document we have written.
- 5 clients
- All 19 documents — contracts, forms, checklists and guides
- The same software as every other plan
- Stop any time; nothing is deleted
Unlimited
$149 a month
Unlimited clients
As many clients as you can take on, and every document we have written.
- Unlimited clients
- All 19 documents — contracts, forms, checklists and guides
- The same software as every other plan
- Stop any time; nothing is deleted
Lifetime
$999 once
Unlimited clients
As many clients as you like, every document, paid for once and never again.
- Unlimited clients
- All 19 documents — contracts, forms, checklists and guides
- The same software as every other plan
- No subscription
Less than a year of Unlimited month by month ($1,788), then never again.
launch pricing · every plan below runs the same software
On every plan, the free one included
- Your own web address, with your business name in it
- A public page for your business, in any of 10 designs — all of them on every plan
- Private file storage — only you and that one client can open a file
- Invoices paid by card, straight into your own Stripe account
- Your brand colour and your words on every page a client sees
- Improvements as they ship — you are always on the current version
What no plan buys, including Lifetime.
Better to read this now than to discover it on a Tuesday.
Your own web address
Your portal lives at your business name plus our domain today, on every plan. A domain of your own is planned, and is not for sale yet on any of them.
A login for your staff
One account runs the portal — yours. If other people need their own sign-in, this is not the right tool yet.
Free card processing
Stripe charges its own fee on every payment your clients make, and we take a small share too, on every plan including Lifetime. Both are set out below in full.
If it goes wrong
Two things we promise in writing.
Both are in the Terms as well, in the same words.
The price you join at is your price.
For as long as you stay, you pay what you paid on day one. If the price goes up later, it goes up for the people who join later.
30 days to change your mind.
Your first payment on any plan, and the Lifetime purchase whenever you make it, can come back to you. You have 30 days: email and say so, and we send the money back. No form to fill in and no reason to give.
Nothing to write
The other thing you are paying for.
19 documents come with your portal — contracts, forms, checklists and two short guides about money. 5 documents are on the free plan, the rest on any paid one. Every word in them is yours to change, and they are starting points rather than legal advice.
Getting started
- New client questionnaireFree
- How we work togetherFree
- Brand and audience questionnaire
- New client onboarding checklist
Agreements
- Simple services agreementFree
- Monthly retainer agreement
- Mutual non-disclosure agreement
- Statement of work
- Photo and video release
- Subcontractor agreement
Money
- Payment terms and late fees
- Chasing an unpaid invoice
- Pricing your services
Running the work
- Kickoff checklistFree
- Change request
- Approval and revisions
Ending well
- How did we do?Free
- Offboarding checklist
Coming later
Two things we have not built yet.
Written down now so it is not a surprise later — and so you can see how short the list is.
Planned · not for sale yet
Your portal on your own domain name, and AI help writing your pages and your onboarding steps. Neither exists today on any plan, including Lifetime.
We have not decided how they will be sold, so there is no price here to plan around — and nothing you can buy today gets worse when they arrive.
The arithmetic
What the same first year costs.
Tools like this are normally rented by the month. Here is that comparison done honestly: our plans against Hubflo's published ones, taken from their pricing page in August 2026. Their plans do things ours does not — the comparison page has the full list.
| Plan | Per month | First year | Every year after |
|---|---|---|---|
| OurPortal Free1 seat · 2 clients | $0 | $0 | $0 |
| OurPortal Starter1 seat · 5 clients | $49 | $588 | $588 |
| OurPortal Lifetime1 seat · unlimited clients | — | $999 | $0 |
| Hubflo Starter1 seat · 50 clients | $67 | $804 | $804 |
| Hubflo Business3 seats · 300 clients | $142 | $1,704 | $1,704 |
| Hubflo Unlimited4 seats · no client cap | $262 | $3,144 | $3,144 |
Hubflo prices are the monthly rate their pricing page shows on yearly billing, multiplied by twelve, as of August 2026; their Enterprise plan is quoted rather than published, so it is not in the table. Extra team members cost more on every one of their plans. No column includes the card processing fees you pay when a client pays you — those are the same whichever tool you use, and ours are set out below.
The honest version of that table: if you need what their higher plans do — logins for staff, an app your clients install, your accounting software wired in — then the yearly figure is buying you real things, and you should pay it. If you are one person with a handful of clients who need somewhere professional to land, you are being asked to rent that forever. $999 once is about 15 months of the cheapest of those plans, and then it stops.
The other cost
What we take when a client pays you.
This is the only other money involved, so it gets a section rather than a footnote.
- Our share
- 2% of each invoice a client pays through your portal. On a $1,000 invoice that is $20.
- Stripe’s share
- Stripe charges its own card processing fee on top, at whatever rate Stripe has agreed with you. That money goes to Stripe, not to us, and you would pay it with any tool that takes card payments.
- Where it lands
- In your Stripe account. You connect your own; the payment is made to you and our share rides along on it. We never hold your money, so there is no payout schedule to wait on and nothing of yours sitting in our balance.
- Opting out
- Bill however you like. Bank transfer, your existing invoicing app, a cheque — nothing forces a payment through the portal, and we take nothing from work billed outside it.
Straight answers
Questions about the money.
Including the ones we would rather you asked before paying than after.
Is the free plan really free?
Yes, and there is no card to enter. 2 clients at a time, the same software as every paid plan, 5 documents to send them, your own web address and your own public page. It is not a trial, so it does not expire — if two clients at a time is your working life, that is the whole thing and it costs nothing.
What counts as a client?
Anyone you have invited who has not been offboarded. Finish an engagement, mark them offboarded, and their place comes back — so 2 clients means two at a time, not two ever. Nothing of theirs is deleted when you do it.
What happens when I hit the limit?
Adding the next client is refused, and nothing else changes. Everyone already in your portal keeps working exactly as they were, you keep every page and every file, and the way out is either offboarding someone who is finished or moving up a plan.
Why is there a $999 once plan at all?
Because a portal is not a thing everyone should have to keep renting, and we would rather sell you one than take a small bite forever. Unlimited costs $1,788 for a year paid month by month; $999 once is less than that and then never again. If you would rather own the thing than rent it, that option exists here and at almost none of our competitors.
Will the price go up?
It might — that is what launch pricing means, and we would rather write it down than imply a promise we have not made. A monthly plan you are already on keeps its rate while you stay on it, and Lifetime is bought outright: a later increase applies to later buyers.
What exactly do you take when a client pays me?
2% of the payment, and nothing else. Stripe charges its own processing fee on top of that, which goes to Stripe, not to us. On a $1,000 invoice our share is $20. The money lands in your own Stripe account — we never hold it, and we never touch work you bill outside the portal.
What happens if I cancel, or a payment fails?
Your portal drops back to the free plan and nothing is deleted. Every client, page, file and message stays exactly where it is, and clients over the free limit keep working — you simply cannot add or reactivate anyone until you are back under it. A failed payment is gentler still: while Stripe retries the card, nothing changes at all.
Do my clients pay anything?
No. Clients sign in free, on any number of devices, for as long as you work together. The only money that moves between you is an invoice you send them.
Can I get a refund?
Yes, on two things: your first payment on any plan, and the Lifetime purchase whenever you buy it — even if you were paying monthly before that. You have 30 days from the payment. Email and say so; there is no form and you do not have to give a reason. The Terms say the same thing in the same words.
Free to start
Set it up tonight. Decide about money later.
No card, no clock — your first 2 clients cost nothing and 5 documents come with them. You only pick a plan when you need more room.
No card · Two questions · Your first 2 clients are free