Built for premium independents and boutique firms

Run a more premium counseling practice with one connected platform.

Replace fragmented tools with one polished system for advising, family communication, recommendations, packaging, and billing so your practice feels sharper at every touchpoint.

No credit card required FERPA-aligned & encrypted Client-ready from first demo to renewal

“It replaced three separate tools and made my practice feel a lot more premium.”

— Independent college counselor

Counselor view
Practice command center
Client-ready
Today's active students
Advising, drafts, family follow-up, and next actions in one operating view
18 active
Maya R.
Essay review due
2:00 PM
Leo T.
College list update
4:15 PM
Ava S.
Parent follow-up
Tomorrow
What stays in one place
Upcoming sessions
6 this week
Pending tasks
14 live
Revenue view
Synced
Growth flow
1Launch your profile
2Invite families
3Scale packages
Why counselors switch
  • Fewer hidden hours lost to coordination work
  • A more premium client experience without extra staff
  • Sharper delivery without flattening your personal style
See the operating leverage before you commit
Sessions / Recommendations / Packages / Billing
What the demo proves
A higher-trust operating system for your firm

See how advising, planning, communication, and billing can feel more premium before you ask families to experience it at scale.

From setup to active use in a few guided steps
10+ hrs
Saved per student
One workspace
Sessions to billing
Explainable
Recommendations and planning
Practice-ready
Packages and growth
What you get

The clearest value, without platform sprawl

Start with workflow control, family clarity, and cleaner packaging in one place.

01Priority
Run advising, communication, and follow-through in one operating system

Keep scheduling, session notes, threaded family communication, and student context connected so your advice compounds instead of getting scattered.

Outcome: Recover hours that usually disappear into coordination overhead

02Priority
Deliver recommendations that feel more rigorous and easier to trust

Use transparent fit signals, recommendation logic, and structured planning tools to reinforce your judgment with visible evidence.

Outcome: Make premium advice feel more concrete in every family conversation

03Priority
Package services with the clarity families expect from premium firms

Present offers, manage pricing, and turn expertise into cleaner commercial packaging without adding manual back-office work.

Outcome: Improve conversion with offers that feel more deliberate and more valuable

04Priority
Keep plans, drafts, and documents inside the same client narrative

Track essay work, timelines, and application materials in the same environment where your guidance is already being delivered.

Outcome: Reduce handoff friction across every stage of the engagement

05Priority
Handle billing and household visibility with less apology and less patchwork

Make invoices, subscriptions, and family access easier to understand without leaning on separate tools, spreadsheet workarounds, or manual clarification.

Outcome: Increase trust while lowering operational friction

06Priority
Scale a boutique feel without scaling chaos

Whether you are solo or running a small firm, the workflow is built to expand capacity without flattening the quality of the relationship.

Outcome: Add leverage without diluting the human value of your practice

Pricing

Choose the counselor plan that fits your practice

Keep the pricing handoff consistent with the rest of the page so the value narrative carries straight into plan selection.

Counselor & practice plans

Choose a plan for your practice

These are the same Starter, Practice, and Team/Agency plans featured on the For Counselors page, in a focused pricing view.

Starter
$49
per month
  • Great for solo counselors
  • Up to 25 active students
  • All core features included
  • AI college recommender
  • Session management
MOST POPULAR
Practice
$149
per month
  • Designed for growing practices
  • Up to 100 active students
  • Team collaboration features
  • Priority support
  • White-label PDF exports
  • Advanced analytics
Team / Agency
Custom
per month
  • Multi-counselor teams
  • Higher student volume
  • Custom onboarding
  • Dedicated account manager
  • Custom integrations
Talk to sales
Growth, without the back-office drag

Upgrade the client experience first. Scale the practice second.

Start with the free trial or book a short demo, see how the workflow elevates delivery, and expand only when the value feels unmistakable.

Start your counselor trial

Curious about the founding cohort? See the founding counselor program →

What happens next
  • Launch a cleaner counselor-facing workflow
  • Invite families into a more professional experience
  • Package services with clearer pricing and billing
  • Scale only after the platform proves it saves time