Avii Workspace Pricing

With a rich set of solutions to meet your needs, the Avii platform transforms the way you manage your clients and your practice. Choose any single solution, a combination of solutions or the entire Avii platform.

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Solution Capabilities

Avii uses a per user per month pricing model and varies based on the solutions you choose and the number of users you empower to use the Avii platform.
  • Document Management
    $
    20
    per user per month, paid annually
  • Avii’s secure document exchange for your team includes secure, intuitive document uploads; granular permissioning; document request lists and templates; and more.
    • Document Management & Storage
    • Document Annotations
    • Project-Related Document Management & Storage
    • Avii Intelligence Features
    • Admin Features
    Show Features
  • Document Management
    + Client Experience
    $
    25
    per user per month, paid annually
  • Avii provides a unifying experience that brings together your firm and improves collaboration and efficiency. And as an important side note, your clients will appreciate the added insights and clarity.
    • Client Management
    • Document Management & Storage
    • Document Annotations
    • Task Management
    • Client Experience
    • Document Request Lists & Templates
    • Project-Related Document Management & Storage
    • Project-Related Task Management
    • Client Portal
    • Secure Document Uploads
    • Task Management
    • Avii Intelligence Features
    • Admin Features
    Show Features
  • Resource Management
    $
    25
    per user per month, paid annually
  • Keep client engagements moving and on time with advanced resource, project and task management. Using the integrated intelligent workflow automation, customize how information and work flows through your teams.
    • Integrated Calendar
    • Client Management
    • Document Annotations
    • Project Assignments & Queue
    • Task Management
    • Time Keeper
    • Resource Budgeting
    • Milestones
    • Sign Offs & Approvals
    • Project-Related Task Management
    • Avii Intelligence Features
    • Admin Features
    Show Features
  • Resource Management
    + Advanced Workflows
    $
    35
    per user per month, paid annually
  • Customizing your flow of work will provide advanced automation to keep your team informed and productive. You will also enjoy the added benefits of the entire Resource Management solution.
    • Integrated Calendar
    • Client Management
    • Document Management & Storage
    • Document Annotations
    • Project Assignments & Queue
    • Task Management
    • Time Keeper
    • Audit Procedures
    • Resource Budgeting
    • Document Request Lists & Templates
    • Project-Related Document Management & Storage
    • Milestones
    • Sign Offs & Approvals
    • Project-Related Task Management
    • Advanced Workflow Designer
    • Avii Intelligence Features
    • Admin Features
    Show Features
  • Firm Performance
    $
    25
    per user per month, paid annually
  • Gain the insights you need to manage proposals, forecast opportunities and establish engagement budgets. And once engagements begin, measure and adjust their effectiveness in real time.
    • Integrated Calendar
    • Forecasted Resource Management
    • Hours Worked Reporting
    • Client Payment History
    • Project Proposal and Opportunity Management
    • Time Keeper
    • Audit Procedures
    • Project Profitability Reporting
    • Hours Worked Reporting
    Show Features
  • Firm Performance
    + Invoicing
    $
    35
    per user per month, paid annually
  • Track expenses, invoices and client payment history. You will also enjoy the added benefits of the entire Firm Performance solution.
    • Integrated Calendar
    • Forecasted Resource Management
    • Hours Worked Reporting
    • Client Payment History
    • Project Proposal and Opportunity Management
    • Time Keeper
    • Audit Procedures
    • Expense Tracking
    • Project Profitability Reporting
    • Hours Worked Reporting
    • Invoice Tracking
    Show Features
WORKSPACE TOOLS
PROJECT TOOLS
CLIENT TOOLS
AVII INTELLIGENCE
ADMIN
  • Product
    Features
  • Integrated Calendar
  • Client Management
  • Document Management & Storage
  • Document Annotations
  • Forecasted Resource Management
  • Hours Worked Reporting
  • Client Payment History
  • Project Assignments & Queue
  • Project Proposal and Opportunity Management
  • Task Management
  • Time Keeper
  • Audit Procedures
  • Resource Budgeting
  • Client Experience
  • Document Request Lists & Templates
  • Project-Related Document Management & Storage
  • Expense Tracking
  • Project Profitability Reporting
  • Hours Worked Reporting
  • Invoice Tracking
  • Milestones
  • Sign Offs & Approvals
  • Project-Related Task Management
  • Advanced Workflow Designer
  • XCM Workflow Integration
  • Client Portal
  • Secure Document Uploads
  • Task Management
  • Unified Workspace
  • Visual Dashboard & Analytics
  • Client Management
  • Client Snapshot
  • Client-Team Collaboration
  • Contact Management
  • Marketing Newsfeed
  • Notes Authoring
  • Alerts & Notifications
  • Integrated Project Management
  • Quick Links
  • Project Summary
  • Team Management

Avii Intelligence is the
revolutionary technology that's
built into the entire platform,
that fuels automation and AI.



(Included with all Avii Workspace solutions)
  • Activity Codes
  • Billing
  • Competencies
  • Custom Fields
  • Job Titles
  • Periods Setup
  • Project Types
  • Tag Management
  • Team Roles
  • User Management with Granular Permissioning

The Avii platform includes a comprehensive
set of administrative options for
configuring the platform.



(Included with all Avii solutions)

Frequently Asked Questions

Is there a trial version of Avii?
Yes, you can create a free Avii account and give Avii a test drive here.

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.


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