Two plans. Both built the same way.
Two weeks free. No card. Cancel any time — one email and we stop billing. The refund policy is plain-language in the Terms.
One practitioner, one inbox.
- Every new-client email, read with care
- Insurance, presenting concerns, and availability — captured cleanly
- One calm daily summary at 6pm in your timezone
- Works with Gmail and Google Workspace
- 1 user seat
- Email support — we reply within one business day
- Six-year record-keeping of every access
- A Business Associate Agreement, executed before go-live
A small group, one shared intake address.
- Everything in Solo
- Up to 5 users on one shared inbox — we add your teammates for you until self-serve invites ship
Need more than 5 seats, or a BAA addendum your state or board requires? Talk to us.
What’s included where.
| Feature | Solo | Practice |
|---|---|---|
| Intake emails / month | Unlimited | Unlimited |
| User seats | 1 | up to 5 |
| Insurance + presenting concerns, captured | ||
| Daily digest | ||
| Connects to Gmail / Google Workspace | ||
| Business Associate Agreement | ||
| 6-year audit log retention |
A few things about billing.
When does my trial start?
When you press Start trial on your onboarding checklist, right after signup. No payment method needed. To keep going after the trial, email admin@intakeflownow.com and we’ll send a secure Stripe payment link; if no card is on file when the trial ends, email processing pauses — nothing is deleted.
When am I billed?
At the end of your trial, then on the same day each month. All amounts in USD.
What if a payment fails?
Email processing pauses as soon as a charge fails, while your card is retried automatically. If it’s still unpaid after 7 days the account is suspended. Once a payment goes through, processing resumes. Your data is preserved — nothing is deleted while paused.
What’s the refund policy?
We don’t prorate partial months. A double charge, a charge after a valid cancellation, or a sustained outage longer than 24 hours — email admin@intakeflownow.com within 30 days and we’ll make it right. The full policy is in the Terms.
Can I switch plans?
Any time — email admin@intakeflownow.com and we’ll switch you. Downgrades take effect at the start of your next billing period.
Is there a contract?
No. Month to month. Cancel by email any time and you keep access through the end of the period you’ve paid for.
Two clicks to a quieter inbox.
Sign up, sign the BAA we send you, connect your inbox. Your first daily summary arrives at 6pm.