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.
| Plan | Staff users | Interactions / year | Environments | List price / year |
|---|---|---|---|---|
| Essential | Up to 10 | 10,000 | 1 (prod only) | £4,700 |
| Standard | Up to 25 | 50,000 | 1 (prod only) | £14,500 |
| Professional | Up to 50 | 100,000 | 1 (prod only) | £22,000 |
| Enterprise | Up to 200 | 200,000 | 2 (e.g. prod + UAT) | £38,500 |
| Enterprise Plus | Unlimited | 500,000 | 2 (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.
| Category | Feature | Essential | Standard | Professional | Enterprise | Enterprise Plus |
|---|---|---|---|---|---|---|
| Usage | Staff 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 platform | Forms / 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 management | Team 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 & SLAs | Workflow SLAs (due dates, reminders) | |||||
| Escalation rules | ||||||
| Multi-queue case routing | ||||||
| Scheduled reports | ||||||
| Access & governance | Role-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 | |
| Integrations | Email 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 & reporting | Built-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 automation | AI 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 & compliance | Cyber 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 & success | Support 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
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.
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.
Standard
Growing teams or single services that need more structure
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.
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.
Professional
District councils, housing groups, universities
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.
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.
Enterprise
Large councils or authorities
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.
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.
Enterprise Plus
Large councils or authorities with shared-service or partnership models
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.
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.
Add-ons
Optional extras for training, setup, scale, integrations, support and AI.
| Category | Extra | Description | Available for | Indicative pricing (excl. VAT) |
|---|---|---|---|---|
| Setup & training | Training via video conference | Remote training sessions for admins, super users or new teams. Tailored agendas with Q&A and hands-on walkthroughs. | All tiers | £200 per hour |
| Setup & training | Bespoke training programme | Designed training paths for different roles (contact centre, back office, managers), with materials and recordings. | All tiers | Scoped per programme £1,500 per day + expenses |
| Setup & training | On-site training and coaching | In-person or extended remote workshops to launch new services, train whole teams, or support organisation-wide rollouts. | Standard, Professional, Enterprise, Enterprise Plus | Custom scope £1,500 per day + expenses |
| Setup & design | Service design package | Map current journeys, redesign end-to-end services and define “to-be” workflows and forms using the platform. | Professional, Enterprise, Enterprise Plus | Custom per service £1,500 per day + expenses |
| Setup & design | Design and service sprint | 1–2 week focused sprint to rapidly design or reimagine a priority journey, prototype in-platform and test with users. | Professional, Enterprise, Enterprise Plus | Custom £1,500 per day + expenses |
| Configuration | Additional workflows | Build and configure extra workflows beyond what’s included in implementation (where we configure them for you). | All tiers | £400 per workflow |
| Configuration | Additional forms | Build and configure extra forms beyond what’s included in implementation (where we configure them for you). | All tiers | £200 per form |
| Configuration | Data migration package | Fixed-scope migration from legacy tools/spreadsheets, including mapping, test imports and final cutover. | Professional, Enterprise, Enterprise Plus | Custom by volume/complexity From £3,000 per migration |
| Capacity & scale | Additional interaction bundles | Extra annual interaction allowance beyond your plan cap (e.g. +50k, +100k) without changing tier, with usage alerts. | All tiers | Dependent on tier per pack of 10k user interactions per year |
| Capacity & scale | Additional staff user packs | Blocks 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 & scale | Extra environments | Additional 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 & SSO | SSO (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 & SSO | SSO (custom) | Bespoke SSO setup for non-standard providers, complex claims, or multi-IdP environments. | Professional, Enterprise, Enterprise Plus | Custom by complexity From £3,000 per integration |
| Integrations & SSO | Integration (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 & SSO | Integration (custom) / bespoke connectors | Custom-built connectors to local systems (housing, CRM, finance, line-of-business apps) beyond included standard integrations. | Professional, Enterprise, Enterprise Plus | Custom by complexity From £3,000 per integration |
| Integrations & SSO | Extra pre-built integration or standard SSO | Additional 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 & success | Premium support upgrade | Upgrade to full 24×7, plus faster P1/P2/P3 targets and access to an on-call bridge. | Professional | £6000 per year |
| Support & success | Dedicated CSM package | A 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 & success | Additional live training hours | Extra remote training hours beyond the included annual allocation, for new teams or services. | Standard, Professional, Enterprise, Enterprise Plus | £200 per hour |
| Support & success | Implementation top-up | Extra implementation days beyond the core package, for additional services, departments or organisations. | Professional, Enterprise, Enterprise Plus | £1,500 per day |
| Data & analytics | Advanced analytics / BI pack | Custom 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 & analytics | Enhanced audit and reporting pack | Additional audit exports, compliance reporting and tailored views for internal audit/assurance teams. | Professional | £2,000 per year |
| Data & governance | Extended retention and archive | Longer retention windows plus cold storage/archiving of historic interactions with retrieval on request. | Enterprise, Enterprise Plus | By expected volume From £2,000 per year |
| Data & governance | Dedicated instance and/or data residency options | Dedicated or specific-region hosting beyond the standard shared UK/EU options (where available). | Enterprise, Enterprise Plus | Custom |
| Data & governance | IP restriction pack | Add 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 & automation | Additional AI data chatbot capacity | Extra allowance for chatbot queries beyond the standard tier allocation. | All tiers | From £150 per additional 10,000 AI credits per year |
| AI & automation | AI-generated leadership reports | Automated leadership-style narrative reports summarising trends, hotspots and performance for boards and SLT. | Professional, Enterprise, Enterprise Plus | £3,000 per year |
| AI & automation | Extended anomaly detection | Longer 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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