Avii - Avii pricing

Avii Workspace™
$95/user/month

A unified practice management platform for project, document and task management. Avii:
- automates your entire practice management workflow
- improves security
- streamlines client interactions
- syncs data and files between other software solutions including Microsoft Office 365 Calendar and Box.
Avii™ Client Portal
FREE with Avii Workspace

A single Client Portal for all interactions between you and your clients, including:
- Contact Information
- Proposals, Contracts & Disclosures
- Document Request Lists
- Secure Document Exchange (i.e. ShareFile, Box, FTP site)
- Task and Project Management
- Review/Approval
- Live, Visual KPIs / Dashboards / Status
Project Management
Task Management
Secure Document Management
Document Request Lists
Notifications
Calendar/Scheduling
Discussions
Notes
Proposal/Opportunity Management
Resource Management
Time Keeper
Newsfeed
External Links
Sync with 3rd-Party Software

- MS Outlook 365 Calendar
- Box
- Contact us to discuss custom integrations

- MS Outlook 365 Calendar
- Box
- Contact us to discuss custom integrations
Reporting
Team Collaboration
In-product Support
Planning Tools
Gain/Loss Analysis
Invoice Tracking
Analytics
Custom Web Applications
Client Portal

Up to 200 Client Portal licenses / licensed user
Talk to us if you need more.
Storage

5GB of storage/user
Talk to us if you need more.

Avii Workspace

$95/user/month*
$55/user/month*
(42% off this month)

* when pre-paid annually

A unified practice management platform for project, document and task management. Avii:

automates your entire practice management workflow
improves security
streamlines client interactions
syncs data and files between other software solutions including Microsoft Office 365 Calendar and Box.

Project Management
Task Management
Secure Document Management
Document Request Lists
Notifications
Calendar/Scheduling
Discussions
Notes
Proposal/Opportunity Management
Resource Management
Time Keeper
Newsfeed
External Links
Sync with 3rd-Party Software
MS Outlook 365 Calendar, Box.
Contact us to discuss custom integrations
Reporting
Team Collaboration
In-Product Support
Planning Tools
Gain/Loss Analysis
Invoice Tracking
Analytics
Custom Web Applications
Client Portal
5GB of storage/user
Talk to us if you need more.

FREE with Avii Workspace

A single Client Portal for all interactions between you and your clients, including:

Project Management
Task Management
Secure Document Management
Document Request Lists
Notifications
Calendar/Scheduling
Discussions
Notes
Proposal/Opportunity Management
Resource Management
Time Keeper
Newsfeed
External Links
Sync with 3rd-Party Software
MS Outlook 365 Calendar, Box.
Contact us to discuss custom integrations
Reporting
Team Collaboration
Up to 200 Client Portal licenses / licensed user
Talk to us if you need more.