Well PlatformOwner deskFinwellJuniper Ledger Co.

PLANS

One plan for the firm. One seat per user.

Every active team member shares the same Finwell plan and feature set. Paid plan prices are monthly, per seat.
AVAILABLE

Free

Capture every inquiry

$0forever
1 user only · no additional seats
  • ✓ Every inquiry from your public lead form
  • ✓ A public lead form of your own, live when you switch it on
  • ✓ Conversion pipeline from new lead to handoff, read-only
  • ✓ Full lead contact details
  • ✓ Lead source attribution
Start with Free
CURRENT PLAN

Starter

Turn capture into conversion

$75/ seat / month
Per active firm user · owner counts as 1 seat
  • ✓ Everything in Free
  • ✓ One branded, editable Finwell Flow
  • ✓ Deal values and totals on your board
  • ✓ Practice-pack questions and fit rules
  • ✓ Service recommendations and estimates
  • ✓ Native booking calendar
  • ✓ Unified lead inbox with email
  • ✓ Follow-up sequences
  • ✓ Your price book of services and rates
  • ✓ Your team on the same pipeline
Current plan
AVAILABLE

Growth

Automate the funnel

$150/ seat / month
Per active firm user · owner counts as 1 seat
  • ✓ Everything in Starter
  • ✓ Client portal and document requests
  • ✓ Customer invoicing
  • ✓ Recurring service work
  • ✓ Google review requests and reminders, run as campaigns
  • ✓ Google Reviews inbox (coming soon)
  • ✓ Conversion and source analytics
  • ✓ Ad ROI and campaign attribution
  • ✓ SMS inside the unified lead inbox
  • ✓ Multiple flows and conditional pricing
  • ✓ TaxDome and provider handoffs
Start free, upgrade anytime
AVAILABLE

Pro

Scale every market

$300/ seat / month
Per active firm user · owner counts as 1 seat
  • ✓ Everything in Growth
  • ✓ AI desk: an AI receptionist that answers, discloses recording and stops at your monthly cap
  • ✓ A written summary of every call the AI desk answers
  • ✓ AI runs on prepaid credits, billed by use; Pro unlocks the desk, not the minutes
  • ✓ Pricing intelligence by service and price band
  • ✓ Multi-location review management
  • ✓ Advanced lead routing and territories
  • ✓ White-label conversion experiences: your logo and colour, FinWell line optional
  • ✓ Custom domains (coming soon)
  • ✓ API access to your leads and signed custom webhooks
Start free, upgrade anytime

SEAT BILLING POLICY

Built to follow the team, not lock it in place.

01

One user = one seatEvery active firm team member uses a seat, including the firm owner.

02

One plan per firmEvery seat shares the firm's plan and feature set.

03

Add seats anytimeNew seats are prorated to the firm's existing monthly renewal date.

04

Reassign as the team changesMove a seat to another team member anytime; seat reductions take effect at renewal.