Simple, transparent pricing
One plan. Everything included.
No tiers, no feature gates. Get the full AdvisorDraft platform for your firm at a predictable monthly price.
Firm Plan
Everything your operations and compliance team need to run client letters end-to-end.
Includes 5 users
£500/ month
Flat monthly fee for your first 5 users
Each extra user
£50/ user / month
Add staff, compliance and admin seats as you grow
- AI template matching & meeting-note extraction
- Smart form editor with confidence indicators
- Section-by-section compliance review workflow
- Branded .docx generation (your firm's templates)
- Role-based dashboards: Staff, Compliance, Admin
- Mandatory 2FA, RLS data isolation, immutable audit log
- UK GDPR-aligned PII masking before AI processing
- Openwork SAF-aligned wording library
- Email support from the AdvisorDraft team
7-day free trial available. Prices exclude VAT. Annual billing available on request.
What counts as a user?
Any active account. Staff, compliance reviewer or admin. You can mix roles however suits your firm.
Is there a setup fee?
No setup fee. We help you load your firm's templates and brand assets during onboarding.
Where is data stored?
UK/EU data residency (London region). PII is masked before any AI processing, and no data is used for model training.
Can we cancel anytime?
Yes. Monthly rolling contracts. Cancel before your next renewal with no penalty.