Pay for value, never for shelfware.
Verdant Client is licensed per organization, per year — with a simple guarantee: you pay the lower of two ways to count, so growth never becomes a penalty and an unused license never becomes a cost.
Whichever is lower. Always.
We calculate your cost two ways — by seats, and by the onboardings you complete — and you pay whichever comes out lower. If your team uses Verdant Client heavily, per-seat pricing protects you. If your volume is light, usage-based pricing protects you. Either way, you are never charged for value you did not receive.
Per seat
A straightforward license for the users who work in Verdant Client.
Per onboarding
A cost tied to the client onboardings you actually complete.
The lower of the two
You are charged the smaller amount — automatically, every term.
Document generation and e-signature, at no extra cost.
Every plan includes native document generation and electronic signature, with no per-document or per-signature fees — replacing separate vendors whose costs climb with every client.
Find your tier.
Every tier includes the lower-of-two guarantee. Talk to us about the right fit for your firm.
What you need to run Verdant Client.
Verdant Client is native to Salesforce. Verdant Client Intake runs on Sales Cloud; Verdant Client Orchestration runs on Service Cloud. Organizations on Financial Services Cloud already have both. Your Salesforce licensing is separate from your Verdant Client license.
Let’s find the right fit.
Tell us about your firm and we will walk you through pricing and a demonstration.