Plans that scale with your service

Start small with a single team, then add structure, automation and advanced reporting as you grow — with clear usage limits and optional add-ons.

Usage limits and pricing

Simple annual pricing in GBP. All prices exclude VAT.

PlanStaff usersInteractions / yearEnvironmentsList price / year
EssentialUp to 1010,0001 (prod only)£4,700
StandardUp to 2550,0001 (prod only)£14,500
ProfessionalUp to 50100,0001 (prod only)£22,000
EnterpriseUp to 200200,0002 (e.g. prod + UAT)£38,500
Enterprise PlusUnlimited500,0002 (e.g. prod + UAT)£65,000

Need to exceed your interaction cap or add more staff users without changing tier? See add-ons below for interaction bundles and user packs.

Feature matrix

A detailed breakdown of what’s included in each plan. On smaller screens, scroll horizontally to compare.

CategoryFeatureEssentialStandardProfessionalEnterpriseEnterprise Plus
UsageStaff users
Up to 10
Up to 25
Up to 50
Up to 200
Unlimited
Interactions per year
10,000
50,000
100,000
200,000
500,000
Environments (prod only)
1
1
1
2 (e.g. prod + UAT)
2 (e.g. prod + UAT)
Core platformForms / data capture (custom form creator)
Workflows (routing, status, tasks)
✓ basic Multi-step linear workflows; manual status changes; simple task checklists
✓ enhanced Multi-step workflows with branching based on fields; automatic status updates; task assignments
✓ advanced Full workflow builder with branching, conditional steps, SLA timers, escalations, and parallel tasks
✓ advanced Full workflow builder with branching, conditional steps, SLA timers, escalations, and parallel tasks
✓ advanced Full workflow builder with branching, conditional steps, SLA timers, escalations, and parallel tasks
Case views and search
Saved views / filters
Dashboards (built-in)
Basic Fixed set of standard widgets (totals, status breakdown, simple trends)
Basic Fixed set of standard widgets (totals, status breakdown, simple trends)
Configurable Users can add/edit widgets, filter by team/service, and save personal/shared views
Configurable + cross-department Users can add/edit widgets, filter by team/service, by department, and save personal/shared views
Configurable + cross-org Users can add/edit widgets, filter by team/service, by department/org, and save personal/shared views
Export to CSV / Excel
Multi-team workspaces
✓ multi-team
✓ multi-department
✓ multi-org
Case & workload managementTeam member management (teams, roles, assignments)
✓ single team, single department
✓ single team, single department
✓ multiple teams, single department Multiple teams with simple separation of cases and basic permissions
✓ multiple teams, multiple departments Multiple teams, distinct workspaces, and configurable permissions
✓ multiple teams, multiple departments, multiple orgs Multi-organisation separation and sharing
Holiday / absence scheduling (auto cover for cases)
✓ basic cover rules
✓ rules-based reassignment
✓ rules-based + backup teams
✓ rules-based + cross-org routing
Caseload management controls (assignment strategies)
✓ simple round-robin
✓ round-robin and capacity-based
✓ + skills/SLA-based routing
✓ + cross-org load balancing
Intelligent case matching / grouping
✓ basic grouping Group cases by simple shared fields (e.g. reporter, address, geo-area, asset ID, category)
✓ advanced correlation Group by multiple signals including shared fields, linked assets and semantic content
✓ advanced + large-scale clustering Same as Enterprise across larger datasets and multiple organisations
Case tags / labels
✓ manual tags
✓ manual tags
✓ manual + suggested tags
✓ suggested + rule based
✓ suggested + rule based
Merge cases
Bulk case actions (reassign, close, update)
Workflow and form templates (including prebuilt library)
✓ basic templates A small set of prebuilt templates (e.g. generic report, request, complaint)
✓ templates per service Per-service templates that can be cloned/edited
✓ templates with versioning Full template management with versioning and controlled rollout
✓ templates per service and department Templates per service and department, with versioning and change control
✓ templates per org and cross-org Templates per organisation with ability to share across partners/tenants
Automation & SLAsWorkflow SLAs (due dates, reminders)
Escalation rules
Multi-queue case routing
Scheduled reports
Access & governanceRole-based access control
Basic (admin/user) Simple admin vs user distinction
Roles per team Roles per team (e.g. agent, supervisor, admin)
Fine-grained roles Fine-grained roles at object-level (e.g. by service/workflow)
Fine-grained + departments Fine-grained roles + department-level scoping + exportable audit logs
Fine-grained + multi-org Fine-grained roles + org and department-level scoping; + exportable audit logs
Audit log (user actions)
Basic Basic: key events (create, update, close) per case
Basic Same as Essential
Full Key events + login events, permission changes and key configuration changes
Full with export All relevant events captured and queryable; log can be exported to CSV/SIEM
Full with export All relevant events captured and queryable; log can be exported to CSV/SIEM
Data retention policies
Configurable for account
Configurable for account
Configurable per service
Configurable per service + department
Configurable per service + department + org
IntegrationsEmail notifications (outbound)
Slack notifications (outbound)
Webhooks (inbound)
Single case actions
Invoke workflows
Invoke workflows
Pre-built integrations
1 included
2 included
4 included
Custom integrations
Optional add-on
Optional add-on
Optional add-on
SSO
Optional add-on
1 SSO included
2 SSO included
API access (REST)
Read-only
Read/write (rate limited)
Read/write
Read/write with higher limits
Read/write with highest limits
Data & reportingBuilt-in reports
✓ standard Default reports with basic filters
✓ extended Extended reports with more filters
✓ enhanced Additional reports (per service, per workflow, per team) with richer filters
✓ advanced + cross-department Cross-service and department comparisons and leadership-style summaries
✓ advanced + cross-org Cross-service, department and org comparisons and leadership-style summaries
Custom report builder
Scheduled email reports
AI and automationAI data chatbot queries
Nano 2,500 Annual AI Credits Limited scope over recent cases for internal team use.
Nano 7,500 Annual AI Credits Limited scope over recent cases for internal team use.
Nano + Mini 12,500 Annual AI Credits Wider scope over historic cases within retention; higher query allowance; semantic search over key fields
Nano + Mini + Full 25,000 Annual AI Credits Highest query allowance; deeper filters (service, location, reporter type, tags); support for more complex questions and aggregated answers
Nano + Mini + Full 50,000 Annual AI Credits Highest query allowance; deeper filters (service, location, reporter type, tags); support for more complex questions and aggregated answers
AI insights (case/report summaries and risk flags)
Limited
Limited
Included
Included
Included
AI pattern analysis (batch runs)
Limited (0.5× baseline) Smaller-batch jobs on a subset of data.
Standard (1× baseline) Wider-batch jobs on a subset of data.
Enhanced (2× baseline) More frequent runs, larger datasets, cross-service and cross-department analyses.
Full scale (4× baseline) More frequent runs, larger datasets, cross-service, cross-department and cross-org analyses.
Trend and anomaly detection
Basic Simple trend lines and simple threshold-based alerts.
Enhanced Trend plus anomaly detection with multiple signals.
Enhanced with larger history window Trend plus anomaly detection with multiple signals.
AI-generated leadership reports
Optional add-on
Optional add-on
Optional add-on
Security & complianceCyber Essentials alignment
Audit export
Standard Full is optional add-on
Full including pen test report Audit report builder
Full including pen test report Audit report builder
Dedicated instance and data residency options
Shared UK/EU
Shared UK/EU
Optional add-on
Optional add-on
Optional add-on
IP restrictions
Optional add-on for dedicated instances
Optional add-on for dedicated instances
Optional add-on for dedicated instances
Support & successSupport coverage
Included; 9–5, Mon–Fri
Included; 9–5, Mon–Fri
Included; 8–6, Mon–Fri
24×7 Dedicated
24×7 Dedicated
Incident comms
Status page + email
Status page + email
Status page + email
Status page + email + on-call bridge
Status page + email + on-call bridge
Uptime SLO
99.50%
99.50%
99.90%
99.95%
99.95%
Response targets (P1/P2/P3)
4h / 24h / 72h
4h / 24h / 72h
1h / 8h / 48h
1h / 4h / 24h
1h / 4h / 24h
Success manager (CSM)
Shared pool (light-touch)
Shared pool
Named contact for check-ins
Named CSM
Named CSM
Success reviews cadence
Dashboard
Dashboard + annual review (on request)
Dashboard + annual review
Dashboard + quarterly review
Dashboard + quarterly review
Included live training hours (per year)
0 Includes pre-recorded training video library.
2 hours Includes pre-recorded training video library.
4 hours Includes pre-recorded training video library.
8 hours Includes pre-recorded training video library.
8 hours Includes pre-recorded training video library.
Implementation support
Self-serve guides
Remote setup assist (light)
Remote setup assist + 1 workshop
Remote setup assist + multiple workshops
Remote setup assist + multiple workshops, multi-org support

Choose the right tier

Each tier includes the core platform. Higher tiers add more scale, automation, governance and richer AI capabilities.

Essential

Small teams, pilots, departments

List price / year
£4,700
Staff
Up to 10
Interactions / year
10,000
Environments
1 (prod only)
Features and scale

A simple way to get started with digital case management. Up to 10 staff and 10,000 interactions a year in a single environment. Create forms, capture data and run straightforward linear workflows. Ideal for one small team wanting better visibility: clear case views and search, easy exports, standard reports and basic admin controls. Includes 9–5 weekday support so you’re never stuck getting off the ground.

AI features

Nano AI data chatbot with 2,500 annual credits for quick lookups over recent cases. Handy for simple “what’s happening” questions, without overwhelming smaller teams. No advanced AI add-ons by default, keeping things simple and low-risk.

Talk to usAll prices excl. VAT. Annual terms.

Standard

Growing teams or single services that need more structure

List price / year
£14,500
Staff
Up to 25
Interactions / year
50,000
Environments
1 (prod only)
Features and scale

Designed for services that have outgrown spreadsheets and shared inboxes. Up to 25 staff and 50,000 interactions a year in one environment. Adds smarter workflows with branching, saved views and filters, built-in and scheduled reports, and basic automation like round-robin assignment and absence cover. Keep everything in one place for a single department or service, with roles per team and read/write API access (rate limited). Includes 9–5 support, 2 hours of live training and light remote setup support so you can get to value quickly.

AI features

Nano AI data chatbot with 7,500 annual credits for more frequent queries. Optional AI insights for case/report summaries and risk flags, plus limited batch pattern analysis (smaller jobs on a subset of data). Ideal for introducing AI gently into day-to-day work.

Talk to usAll prices excl. VAT. Annual terms.

Professional

District councils, housing groups, universities

List price / year
£22,000
Staff
Up to 50
Interactions / year
100,000
Environments
1 (prod only)
Features and scale

A full digital operations hub for one organisation or directorate. Up to 50 staff and 100,000 interactions a year. Advanced workflow builder with SLAs, escalations and parallel tasks; multi-team working in one department; bulk updates, intelligent grouping of related cases and versioned templates. Ideal if you need serious reporting and controls: custom report builder, richer dashboards, fine-grained permissions and stronger audit trails. Includes 8–6 weekday support, a named contact for check-ins, 4 hours of live training and guided implementation.

AI features

Nano + Mini AI data chatbot with 12,500 annual credits for richer questions over a wider history. AI insights included for summaries and risk flags. Standard-scale AI pattern analysis (1× baseline) and basic trend and anomaly detection to highlight issues early. Optional AI-generated leadership reports for narrative summaries.

Talk to usAll prices excl. VAT. Annual terms.

Enterprise

Large councils or authorities

List price / year
£38,500
Staff
Up to 200
Interactions / year
200,000
Environments
2 (e.g. prod + UAT)
Features and scale

Built for complex organisations running multiple services and departments. Up to 200 staff and 200,000 interactions a year, with two environments (for example production and UAT). Give each department its own space while keeping a single view across teams, with advanced routing based on skills and SLAs, backup teams, powerful grouping and templates per service and department. Leadership teams get cross-department dashboards and comparisons, higher-limit APIs and integrations, IP restrictions, audit exports and flexible data residency. Includes 24×7 dedicated support, on-call incident bridge, 99.95% uptime targets, a named CSM, quarterly reviews and 8 hours of live training plus multi-workshop implementation.

AI features

Nano + Mini + Full AI data chatbot with 25,000 annual credits for deep, filtered questions (by service, location, reporter type, tags and more). AI insights included, with enhanced (2× baseline) pattern analysis across larger datasets and multiple services/departments, plus richer trend and anomaly detection. Optional AI-generated leadership reports distil patterns into plain-language summaries.

Talk to usAll prices excl. VAT. Annual terms.

Enterprise Plus

Large councils or authorities with shared-service or partnership models

List price / year
£65,000
Staff
Unlimited
Interactions / year
500,000
Environments
2 (e.g. prod + UAT)
Features and scale

For organisations running services across multiple partners, agencies or councils. Unlimited staff and 500,000 interactions a year, with two environments and full multi-organisation support. Separate and share work across organisations with multi-org workspaces, cross-org case routing and large-scale intelligent clustering of issues. Designed for senior leadership and partnership governance: cross-org dashboards, deep insights, full audit export including pen test reports, flexible or dedicated data residency, maximum API limits and the richest integration options. Includes 24×7 dedicated support, on-call bridge, enterprise SLAs, a named CSM, quarterly success reviews, 8 hours of live training and implementation tailored for multi-org roll-outs.

AI features

Nano + Mini + Full AI data chatbot with 50,000 annual credits for high-volume, cross-org querying. AI insights included, with full-scale (4× baseline) pattern analysis across multiple organisations, plus enhanced anomaly detection over longer history windows. Optional AI-generated leadership reports provide powerful narrative overviews for boards, partnerships and senior leaders.

Talk to usAll prices excl. VAT. Annual terms.

Add-ons

Optional extras for training, setup, scale, integrations, support and AI.

CategoryExtraDescriptionAvailable forIndicative pricing (excl. VAT)
Setup & trainingTraining via video conferenceRemote training sessions for admins, super users or new teams. Tailored agendas with Q&A and hands-on walkthroughs.All tiers£200 per hour
Setup & trainingBespoke training programmeDesigned training paths for different roles (contact centre, back office, managers), with materials and recordings.All tiersScoped per programme £1,500 per day + expenses
Setup & trainingOn-site training and coachingIn-person or extended remote workshops to launch new services, train whole teams, or support organisation-wide rollouts.Standard, Professional, Enterprise, Enterprise PlusCustom scope £1,500 per day + expenses
Setup & designService design packageMap current journeys, redesign end-to-end services and define “to-be” workflows and forms using the platform.Professional, Enterprise, Enterprise PlusCustom per service £1,500 per day + expenses
Setup & designDesign and service sprint1–2 week focused sprint to rapidly design or reimagine a priority journey, prototype in-platform and test with users.Professional, Enterprise, Enterprise PlusCustom £1,500 per day + expenses
ConfigurationAdditional workflowsBuild and configure extra workflows beyond what’s included in implementation (where we configure them for you).All tiers£400 per workflow
ConfigurationAdditional formsBuild and configure extra forms beyond what’s included in implementation (where we configure them for you).All tiers£200 per form
ConfigurationData migration packageFixed-scope migration from legacy tools/spreadsheets, including mapping, test imports and final cutover.Professional, Enterprise, Enterprise PlusCustom by volume/complexity From £3,000 per migration
Capacity & scaleAdditional interaction bundlesExtra annual interaction allowance beyond your plan cap (e.g. +50k, +100k) without changing tier, with usage alerts.All tiersDependent on tier per pack of 10k user interactions per year
Capacity & scaleAdditional staff user packsBlocks of extra named staff users above the included limit, to support growth without moving tier.Essential, Standard, Professional£1000 per pack of 10 users per year
Capacity & scaleExtra environmentsAdditional non-production environments (e.g. training, UAT, sandbox) beyond the standard allocation.Professional, Enterprise, Enterprise Plus£3,000 per additional environment per year with usage caps
Integrations & SSOSSO (standard)Standard SAML/OIDC single sign-on setup with a mainstream identity provider (e.g. Azure AD, Google Workspace).Professional (optional), Enterprise, Enterprise Plus£500 per provider (one-off setup)
Integrations & SSOSSO (custom)Bespoke SSO setup for non-standard providers, complex claims, or multi-IdP environments.Professional, Enterprise, Enterprise PlusCustom by complexity From £3,000 per integration
Integrations & SSOIntegration (standard)Pre-defined or common pattern integrations (e.g. email gateways, common CRMs, notification tools).Professional, Enterprise, Enterprise Plus£500 per integration (one-off setup)
Integrations & SSOIntegration (custom) / bespoke connectorsCustom-built connectors to local systems (housing, CRM, finance, line-of-business apps) beyond included standard integrations.Professional, Enterprise, Enterprise PlusCustom by complexity From £3,000 per integration
Integrations & SSOExtra pre-built integration or standard SSOAdditional pre-built integrations beyond the number included in your plan (e.g. +2, +4).Professional, Enterprise, Enterprise Plus£2,000 per provider per year
Support & successPremium support upgradeUpgrade to full 24×7, plus faster P1/P2/P3 targets and access to an on-call bridge.Professional£6000 per year
Support & successDedicated CSM packageA set number of Customer Success Manager days per quarter for roadmap planning, change management and stakeholder sessions.Professional, Enterprise, Enterprise Plus£1500 per day
Support & successAdditional live training hoursExtra remote training hours beyond the included annual allocation, for new teams or services.Standard, Professional, Enterprise, Enterprise Plus£200 per hour
Support & successImplementation top-upExtra implementation days beyond the core package, for additional services, departments or organisations.Professional, Enterprise, Enterprise Plus£1,500 per day
Data & analyticsAdvanced analytics / BI packCustom KPI definitions, dashboard design and data feeds into tools like Power BI or Tableau.Professional, Enterprise, Enterprise Plus£1500 per day Minimum 2 days
Data & analyticsEnhanced audit and reporting packAdditional audit exports, compliance reporting and tailored views for internal audit/assurance teams.Professional£2,000 per year
Data & governanceExtended retention and archiveLonger retention windows plus cold storage/archiving of historic interactions with retrieval on request.Enterprise, Enterprise PlusBy expected volume From £2,000 per year
Data & governanceDedicated instance and/or data residency optionsDedicated or specific-region hosting beyond the standard shared UK/EU options (where available).Enterprise, Enterprise PlusCustom
Data & governanceIP restriction packAdd IP allow-listing controls for lower tiers (where not already included) or more complex IP strategies.Professional, Enterprise, Enterprise Plus (Only available with a dedicated instance)By number of IPs From £2,000 per year for up to 10 IPs
AI & automationAdditional AI data chatbot capacityExtra allowance for chatbot queries beyond the standard tier allocation.All tiersFrom £150 per additional 10,000 AI credits per year
AI & automationAI-generated leadership reportsAutomated leadership-style narrative reports summarising trends, hotspots and performance for boards and SLT.Professional, Enterprise, Enterprise Plus£3,000 per year
AI & automationExtended anomaly detectionLonger history windows and richer signal sets for trend and anomaly detection (where not already included at full scale).Professional£3,000 per year

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