Pricing
One price for the firm.
Your assistant is included. Add more people as the firm grows. LedgR is opening to a few founding firms first.
PACKAGES
Two ways to work with LedgR.
Most firms start on Firm. If your firm works in a way no CRM fits, we build for it.
Founding firms · limited spots
For the first firms to join Firm: LedgR sets up your firm and invites its owner.
$1,000one-time setup
FIRM
$75a month for the firm
Assistant included. Each extra person is $25 a month.
TODAY · FOLLOW-UPS0 of 9 done
CUSTOM
Quotedfor your firm
You describe it, we scope it, you get a quote. Then we build it into your LedgR.
EXAMPLE REQUEST1 OF 3
SCOPED INTO
A paperwork checklist on each rollover
A reminder when forms sit too long
A rollover lane on the pipeline
Quote sent
Custom examples are illustrations of requests, not features LedgR has today.
Everything in Firm
Custom builds start from all of this, too.- Clients, prospects and referral sources, with search and filters
- Notes and call logs on every client’s timeline
- Follow-ups and tasks, with a Today screen for what’s due, what’s overdue and who has gone quiet
- A pipeline with expected assets per stage, and a lane for new money from existing clients
- Owner and assistant roles; invite your team by their Google email
- Import your lead spreadsheet
- An activity log of who changed what, and when
- Export all of your firm’s records whenever you like
- Works in the browser at your desk and on your phone
- Email and texts filing themselves onto each client’s page: Gmail, Google Voice, and your iPhone’s texts through LedgR Helper on your Mac
Coming, not included yet: the iPhone and Android app.
Questions
Good to know.
Something else? Write to caleb@lantingdigital.com and Caleb will answer personally.