Straightforward pricing for corp sec firms.
Whether you're running 30 client entities or 300, there's a plan built around how your practice actually works.
Run your first 20 TrustBar-verified entities at zero cost. No procurement process, no commitment.
- Up to 5 users
- Unlimited clients (20 TrustBar-verified)
- 100 requests / month
- 2 GB storage
For practices ready to run the full operation on ClientBase.
- Unlimited users, clients & requests
- 10 GB storage
- AI Insights Dashboard
For established firms that need one flat rate, dedicated onboarding, and a team behind them.
- Unlimited users, clients & requests
- 100 GB storage
- AI Insights Dashboard
- Priority onboarding and support
All plans start free · No credit card required · Migrate your client list by UEN upload in hours, not weeks
Full feature comparison
See exactly what's included in each plan — no hidden limits or surprise fees.
| Feature |
Free
For testing
|
Most Popular
Growth
For scaling teams
|
Enterprise
For large firms
|
|---|---|---|---|
| Core Features | |||
| UsersTeam members who can access ClientBase | Up to 5 | Unlimited | Unlimited |
| Client RecordsStandard records with contact info and notes | Unlimited | Unlimited | Unlimited |
| Verified Entity ProfilesTrustBar-verified entity profiles | 20 clients | Unlimited | Unlimited |
| RequestsTrack client requests from submission to completion | 100 / month | Unlimited | Unlimited |
| Managed File StorageSecure storage with version control | 2 GB | 10 GB | 100 GB |
| Request Template LibraryPre-built requests for every recurring job | ✓ | ✓ | ✓ |
| Advanced Features | |||
| Statutory Deadline TrackerTrack filings and recurring obligations | ✓ | ✓ | ✓ |
| Team Workload DashboardSee who's busy and where bottlenecks form | ✓ | ✓ | ✓ |
| Audit TrailTime-stamped history of every change | ✓ | ✓ | ✓ |
| Advanced PermissionsControl who can see and edit client information | — | Coming soon | Coming soon |
| AI Insights DashboardAI-powered capacity, profitability & analytics | — | Coming soon | Coming soon |
| Workspace SearchSearch any client, request, or file instantly | — | Coming soon | Coming soon |
| E-SignatureSend and get documents signed securely | — | Coming soon | Coming soon |
| Support & Onboarding | |||
| Email SupportSupport via email during business hours | ✓ | ✓ | ✓ |
| Priority SupportFaster response times and dedicated channel | — | — | ✓ |
| Data Import AssistanceWe help you migrate from spreadsheets | — | — | ✓ |
| Dedicated Onboarding1-on-1 setup session with our team | — | — | ✓ |
| Start Free | Start Trial | Book Demo | |
Pricing FAQ
Yes. You can upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle. If you upgrade mid-cycle, we'll pro-rate the difference.
Yes. We offer a 10% discount for annual subscribers. Contact us to set up annual billing.
We'll notify you when you're approaching your limits. You can upgrade to Growth at any time to unlock unlimited usage. We'll never lock you out of your data.
No. All plans are month-to-month. You can cancel anytime with no penalties or fees.
We accept all major credit cards (Visa, MasterCard, American Express) and bank transfers for annual plans. Enterprise customers can request invoicing.
No. But you can start on our Free plan to test ClientBase with your firm, or try the Growth plan with a 30-day free trial that automatically downgrades to Free when it ends.
Stop running your practice from a spreadsheet.
Start with our Free plan or book a demo to see ClientBase in action.