Multiple approval steps.
Route a deliverable through the approvers a client requires and record each step. Layered sign-off without a side thread.
ENTERPRISE / LARGER FIRMS
More approvers.
One clear record.
For firms coordinating many clients, teams and approval steps. Everything below is on the Agency plan today. The rest we discuss before a firm-wide rollout.
Agency: $499 per month, 20 seats, unlimited client portals.
ON THE AGENCY PLAN TODAY
Built for
more hands.
Roles and permissions.
Give teams and individuals the access their work needs. Add and remove people as the firm changes.
Custom domain and white-label.
Serve every portal from your own domain with your branding throughout. Clients see your firm, not a vendor.
Audit exports and write-back.
Export the record when you need it and keep supported project tools in step with the portal: Asana, ClickUp, Basecamp, Jira, Linear, Monday.com, Trello, Teamwork, Wrike, GitHub.
Unlimited scheduled cadences.
Agency includes unlimited scheduled cadences. AI drafts from delivery notes and connected tools, and your team reviews each update before it reaches a client.
WHAT WE AGREE FIRST
Discussed.
Not assumed.
SSO, data residency and service-level commitments are not included capabilities. If your firm needs them, we agree scope, timing and terms before rollout rather than implying them in a plan.
See what is plannedA ROLLOUT YOU CAN REVIEW
One team first.
Then the firm.
Discovery.
Agree the engagements, teams, data sources and approval paths in scope. Decide who reviews what before the first client is invited.
Pilot.
Run one team and a few clients. Review the drafts, the approvals and the client response before widening.
Scale.
Extend seats and portals, set roles and switch on your domain. Measure cadence adherence and response times as you go.
Is there a separate enterprise plan?
No. The capabilities above are on the Agency plan at the published price of $499 per month. Larger rollouts add a conversation about terms, not a hidden tier.
Can we run a pilot first?
Yes. Start with one team and a few clients on a trial or an Agency subscription, then extend seats and portals when the pilot proves itself.
Do you offer SSO or data residency?
Not as included capabilities today. Tell us your requirements and timing and we will say what is possible before you commit.
How does support work?
Contact hello@angelwood.io for setup and product questions. If you need a contractual response time or dedicated support, discuss it with us before choosing a plan.
Can we export our data?
Growth and Agency include audit exports. Ask us about other data exports and the terms that apply when a subscription ends.
THE CLIENT EXPERIENCE, IN ORDER
A larger book of clients. One clear record.
Start with one team today, or talk through the rollout with us first.