Simple and transparent.
Start small, scale when you're ready. Every plan includes a real-time client portal — Starter ships one, Pro and Business are unlimited.
Starter
For solo operators
Cancel anytime
- ·5 active projects
- ·1 client portal
- ·Checklist templates
- ·Basic notifications
- ·Document tracking
Pro
For teams with clients
7 days free, then $29/mo
Start free trialNo credit card required
- ·Unlimited projects
- ·200 AI email parses/mo
- ·Unlimited client portals
- ·Custom templates
- ·Deadline dashboard
- ·File uploads
- ·Email notifications
- ·Priority support
Business
Volume & white-label
14-day refund window
- ·Everything in Pro
- ·1,500 AI parses/mo
- ·White-label portal
- ·Team members & roles
- ·Intake forms
- ·Time tracking
- ·Webhooks & API
- ·White-label emails
No credit card
Pro trial requires zero payment info upfront.
Cancel anytime
One click in settings. No retention calls.
14-day refund
Not the right fit? Full refund, no questions.
Own your data
Full CSV export, anytime. 30-day grace period.
Full feature comparison.
Every plan includes encrypted storage, daily backups, and CSV export.
| Feature | Starter | Pro | Business |
|---|---|---|---|
| Active projects | 5 | Unlimited | Unlimited |
| AI email parses / month | — | 200 | 1,500 |
| Client portals | 1 | Unlimited | Unlimited |
| Checklist templates | |||
| Custom workflow templates | — | ||
| Deadline dashboard | — | ||
| File uploads & sharing | — | ||
| Email notifications | Basic | Full | Full |
| Time tracking | — | — | |
| Custom intake forms | — | — | |
| White-label portal | — | — | |
| White-label emails | — | — | |
| Team members & roles | — | — | |
| Conditional logic | — | — | |
| Webhooks & API access | — | — | |
| Overage pricing | — | — | $0.05/parse |
| Priority support | — |
The stuff people actually ask.
Can I cancel anytime?
Yes. No contracts, no cancellation fees, no "talk to sales" to downgrade. Cancel from your settings page in one click. Your data stays accessible for 30 days after cancellation so you can export everything.
What happens after my 7-day Pro trial ends?
You'll get a reminder 2 days before the trial ends. If you do nothing, your account stays on a free read-only tier — your data isn't deleted, you just lose write access until you pick a plan. No surprise charges, because no card was on file.
What does "unlimited client portals" mean?
Every project automatically has a client-facing portal. You're not paying per client, per seat, or per portal. On Pro and Business you can spin up as many projects with client access as you want.
What if I outgrow Pro mid-month?
Upgrades are prorated automatically — you only pay the difference for the days left in your billing cycle. Downgrades take effect at the end of the cycle so you don't lose paid time.
Are there discounts for annual billing?
Yes — 20% off if you pay annually. Toggle the switch above the plans to see annual pricing. You can switch from monthly to annual anytime; the savings kick in at your next renewal.
Do you offer refunds?
Yes. If you sign up for a paid plan and decide within 14 days it's not the right fit, email support@lyncview.com and we'll refund the full month, no questions asked. After that, you can cancel anytime to stop future billing.
See more on the full FAQ or email support@lyncview.com.