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Avii Workspace Pricing

Flexible solution sets and pricing give you the freedom to start where you want, then expand as we help you gain change management wins with your firm’s stakeholders.

Start with a single solution, a combination of solutions, or the entire Avii platform. You can start with one team, a service line, or your entire firm.

GET A QUOTE

Flexible Solution Capabilities & Pricing Model

Avii uses a per user per month pricing model that varies based on the solutions you choose. Talk to us about multi-product and large volume discounts.

All prices per firm user, per month. No fee for customer users.

Choose One Core Solution:

  • Core
    $20
    AVII CORE FEATURES:
    • Client Workspace + Portal
    • Employee Workspace + Portal
    • Document Organization & Exchange
    • Document Storage on Avii or
      Document Storage Integrations
      with 3rd Party Storage
    • Project Management
    • Practitioner & Manager Experience
    • Client Management
    • Client Workspace Management
    • Document Organization and Exchange
    • Document Annotations
    • Automated Doc Sorting & Organization
    • Project Management
    • Roles & Competencies Management
    • Notification Mgmt (Dashboard, Email & SMS)
    • Visual Dashboard & Analytics
    • Client Experience
    • Client Portal & Workspace
    • Secure Document Uploads
    • Client Document Management
    • Client Projects
    • Live Project Status
    • Notification Mgmt (Dashboard, Email & SMS)
    • Client Team Management
    • Admin
    • Role-based Security
    • Tag Management
    • White-Labeling
    • Doc Storage
    • Document Storage on Microsoft SharePoint® and Box®*
    • Document Storage on Avii (Includes 3GB per user, $0.25/GB per month for usage >3GB per user)
    Show Features
  • Enhanced Core
    $35
    ALL AVII CORE FEATURES PLUS:
    • Advanced Project Management + Automated Pools
    • Tasks & Notes
    • Communications
    • Template System
    • Document Routing
    • Newsfeeds
    • Customer Satisfaction Surveys
    • Advanced Tech Toolbox
      (SSO, API, Data Warehouse, Web Hooks, Custom Fields)
    • Practitioner & Manager Experience
    • Client Management
    • Client Snapshot
    • Client Workspace Management
    • Document Request Lists & Templates
    • Document Organization and Exchange
    • Document Routing
    • Document Annotations
    • Automated Doc Sorting & Organization
    • Discussions - Internal
    • Discussions - Client
    • Project Management
    • Project Queue (Pool)
    • Project Status Tool
    • Tasks
    • Templates
    • Roles & Competencies Management
    • Notification Mgmt (Dashboard, Email & SMS)
    • Notes
    • Audit Procedures
    • Calendar (with Outlook integration)
    • Newsfeed
    • Quicklinks
    • Visual Dashboard & Analytics
    • Client Experience
    • Client Portal & Workspace
    • Secure Document Uploads
    • Client Document Management
    • Client Projects
    • Live Project Status
    • Project Status Tool
    • Client Discussions
    • Notification Mgmt (Dashboard, Email & SMS)
    • Task Management
    • Notes
    • Client Team Management
    • Client Quicklinks
    • Customer Satisfaction Tool
    • Admin
    • Single Sign-On
    • API
    • Data Warehouse
    • Web Hooks
    • Role-based Security
    • Custom Fields
    • Activity Codes
    • Tag Management
    • White-Labeling
    • Doc Storage
    • Document Storage on Microsoft SharePoint® and Box®*
    Show Features

Optional Add-ons:

  • Automation
    $35
    • Advanced Automation System
    • Process Management
    • Workflow Management
    • Resource Management
    • Practitioner & Manager Experience
    • Advanced Workflow Designer & Dashboard
    • Project Analysis
    • Bulk Project Adjustments
    • Project Rollover Manager
    • Deliverables & Extensions Management
    • Quality Control Tools
    • Sign Offs & Approvals
    • Templates
    • Deliverables
    • Milestones
    Show Features
  • Financials
    $30
    • Time, Hours & Invoice Tracking
    • Budget Management
    • Performance Reporting
    • Practitioner & Manager Experience
    • Time Keeper
    • Time card Entry & Reporting
    • Invoice & Payment Dashboard
    • Resource Schedule Forecasting
    • Opportunity & Proposal Management
    • Sales Pipeline Forecasting
    • Performance Reports
    • Resource Cost Forecasting
    • Expense Tracking
    • Client Experience
    • Invoice & Payment Dashboard
    Show Features

Choose One Core Solution:

Core
$20
AVII CORE FEATURES:
  • Client Workspace + Portal
  • Employee Workspace + Portal
  • Document Organization & Exchange
  • Document Storage on Avii or
    Document Storage Integrations
    with 3rd Party Storage
  • Project Management
Enhanced Core
$35
ALL AVII CORE FEATURES PLUS:
  • Advanced Project Management + Automated Pools
  • Tasks & Notes
  • Communications
  • Template System
  • Document Routing
  • Newsfeeds
  • Customer Satisfaction Surveys
  • Advanced Tech Toolbox
    (SSO, API, Data Warehouse, Web Hooks, Custom Fields)

Optional Add-ons:

Automation
$35
  • Advanced Automation System
  • Process Management
  • Workflow Management
  • Resource Management
Financials
$30
  • Time, Hours & Invoice Tracking
  • Budget Management
  • Performance Reporting

Full Product Features Detail

PRACTITIONER & MANAGER EXPERIENCE
CLIENT EXPERIENCE
ADMIN
DOC STORAGE
  • Product Features
  • Client Management
  • Client Snapshot
  • Client Workspace Management
  • Document Request Lists & Templates
  • Document Organization and Exchange
  • Document Routing
  • Document Annotations
  • Automated Doc Sorting & Organization
  • Advanced Workflow Designer & Dashboard
  • Discussions - Internal
  • Discussions - Client
  • Project Management
  • Project Queue (Pool)
  • Project Analysis
  • Bulk Project Adjustments
  • Project Rollover Manager
  • Deliverables & Extensions Management
  • Quality Control Tools
  • Project Status Tool
  • Sign Offs & Approvals
  • Tasks
  • Templates
  • Deliverables
  • Time Keeper
  • Timecard Entry & Reporting
  • Roles & Competencies Management
  • Notification Mgmt (Dashboard, Email & SMS)
  • Notes
  • Audit Procedures
  • Invoice & Payment Dashboard
  • Calendar (with Outlook integration)
  • Resource Schedule Forecasting
  • Opportunity & Proposal Management
  • Sales Pipeline Forecasting
  • Newsfeed
  • Quicklinks
  • Milestones
  • Performance Reports
  • Resource Cost Forecasting
  • Expense Tracking
  • Visual Dashboard & Analytics
  • Client Portal & Workspace
  • Secure Document Uploads
  • Client Document Management
  • Invoice & Payment Dashboard
  • Client Projects
  • Live Project Status
  • Project Status Tool
  • Client Discussions
  • Notification Mgmt (Dashboard, Email & SMS)
  • Task Management
  • Notes
  • Client Team Management
  • Client Quicklinks
  • Customer Satisfaction Tool
  • Single Sign-On
  • API
  • Data Warehouse
  • Web Hooks
  • Role-based Security
  • Custom Fields
  • Activity Codes
  • Tag Management
  • White-Labeling
  • Automations with Document Storage
    on Microsoft Sharepoint® or Box®
  • Document Storage on Avii
  • Core
  • Includes 3GB per user
    $0.25/GB per month for usage >3GB per user
  • Enhanced Core
  • Includes 3GB per user
    $0.25/GB per month for usage >3GB per user
  • Automation
  • Financials
CONTACT SALES

Frequently Asked Questions

Is there a trial version of Avii?
Yes, reach out to us if you would like to try Avii.

Where can I find detailed Avii pricing?
Contact our Sales team for a personalized quote.

Do you offer discounts for multiple year contracts?
Yes, contact our Sales team for a personalized quote.

What are Avii’s document storage options?
Avii customers can store files natively on Avii Workspace in Azure Cloud.

Firms can store up to 3 GB per Licensed User at no additional fee above the Avii Workspace License Fee, and can pool this storage allowance across all Licensed Users in their firm.

Avii customers can pay for additional storage above that limit at a rate of $0.25/GB per month, shared across their firm, billed monthly.

Avii encourages firms to use Microsoft SharePoint® or Box® as their primary Document Management System. Avii Workspace has full integration with both solutions. Learn more about Avii Document Management System.

What database models do we offer?
Avii offers two database modes: Shared (or multi) tenancy or single tenancy.

In a shared tenancy model, the firm's data is in a database alongside other firms' data. All data access requests are filtered automatically by the software, so the firm and its users will only ever see data related to their firm. Most SaaS applications follow this model.

Avii also offers a single-tenant model. In this model, Avii stores the firm's data in an independent database that only contains that firm's data. Some firms' IT departments require this for hosted software. The single-tenant model also allows us to scale the performance of the database for the firm independent of other firms' activities. The single-tenant model is required if the firm elects to store documents in an external source such as Sharepoint® or Box®. Both models are secure and performant.

Contact our Sales Team for more information.


Learn How Many SaaS Systems You Can Eliminate with Avii.

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