COMMERCIAL DISCLOSURE
Review the Client plan
before authenticated checkout.
Standalone Client access is $100 / month for one named client seat, plus separately metered usage at the default 5× BIC multiplier. The membership fee and usage charge are separate and both apply.
What you are accepting
- $100 monthly membership: full client-facing tools for one named user; no customization or firm-administration controls.
- Usage is additional at 5×: $20 of underlying BIC usage × 5 is $100 usage, so the monthly total is $100 membership + $100 usage = $200.
- Billing timing: usage is normally invoiced one month behind. New accounts may use bounded interim or prepaid payments with a visible pay-stop until ordinary arrears billing is approved; no public credit-limit number is promised.
- No duplicate purchase: an examined entity already invited by its firm should use that firm-sponsored client access.
- Identity: the seat is for one named user. Shared logins and shared credentials are prohibited.
Current beta availability
Membership rights apply to available, authorized tools. Catalog entries, historical demonstrations and drafts do not establish that every workflow is ready. Check current in-app availability and prerequisites before relying on an action. Fax operations and cross-organization Coaching networking are unavailable; newsletters produce unsent drafts.
Standalone Client and Firm 100 each cost $100 per month and have distinct rights. Standalone Client is one named client seat with client-facing tools and no firm administration or customization. Firm 100 includes the firm workspace, role-governed firm tools, administration, Community and sponsored client access. Invited clients should use firm-sponsored access rather than buy duplicate access.
Membership includes no AI credit. Billable workflow AI is separately metered under the displayed terms and limits; the $100 offers retain their default 5-times usage multiplier. Manual Bot product help is platform-funded: it does not charge your account or consume your personal or firm AI allowance.
Supported workflows and unavailable capabilities
- SOC and Scenario workflows support prepared sources and bounded retained client/engagement, CUF, control, attribute, request, evidence, workpaper, exception, recommendation and unissued-report paths. A source package or draft is not proof of all-system or population completeness, criteria coverage, professional sufficiency, signoff or issuance.
- Coaching supports elementary authorized assignments, goals, notes and saved methodology drafts. Cross-organization search, matching, invitations and participation remain under development.
- Newsletters support Personal and authorized Client retained sources and unsent drafts, editing and saved history. They do not send email, schedule external delivery, connect a mailbox or fetch source URLs; approval is not delivery.
- Fax has an authenticated readiness view only. Sending, receiving, number purchase or porting, provider activation, private profiles/settings and retained-record access are unavailable.
- Model/provider settings support the current governed policy and supported configuration. A registry entry does not prove every BYOK/BYOL, custom or partner provider can execute. A storage preference does not activate every storage provider.
- Calendar summarizes authorized source records and own saved time entries. Performance reviews provide elementary retained templates and assigned self-input drafts; they do not establish HR, payroll, professional evaluation, authorization or finalization.
- Persistent storage, Fileless rules, administrator policy and manual access actions remain distinct. Logical lifecycle checks do not prove months of physical ageing or universal deletion and recovery.
- A receipt and current paid-period record establish their own recorded transaction and access facts. A TEST receipt proves a test transaction only, and a success page or configured callback does not prove live payment, current callback reachability or readiness of every product capability. Preserve the original payment/job history while status is pending.
This current availability guidance does not amend an accepted commercial version, price, offer identity, membership right, receipt or paid-period history. Accepted agreements and original records remain authoritative. Public commercial release and professional approval are separate.
Checkout availability: after acceptance, checkout continues only through the authenticated Being In Charge application. If the reviewed application-owned Client checkout contract is unavailable or differs from this release, this step fails closed without opening a payment page.
Open the early-access support ticket before mailing or immediately after. Mail checks to PO BOX 12751, Columbia, SC 29211. Review mailed-check timing and fairness terms.