Plans
Firm licence
+VAT · up to 10 users · save two months on annual
For advice and professional firms. The full workflow, from meeting to signed paperwork, for your whole team.
- Up to 10 users — advisers, paraplanners and admin staff
- Unlimited meetings — in person on the iPhone app, or on Teams and Zoom
- AI meeting notes & transcripts
- Document generation from your own templates — COBS 9A suitability reports, client review and strategy letters
- PDF form-filling — fact finds, LOAs, provider applications
- DocuSign e-signature — individual requests and bulk sending
- Tasks & follow-ups
- Priority onboarding & support
Enterprise
More than 10 users · networks · consolidators
For larger firms that need SSO, integrations and service levels.
- Everything in the Firm licence
- Pricing by firm size
- SSO (Microsoft Entra ID) & admin controls
- Custom integrations
- SLAs & dedicated account manager
- Volume envelope terms
- Onboarding programme
It pays for itself in four meetings per person a month.
TakeNote saves around 45 minutes of write-up and admin per client meeting. At a blended staff cost of £50 an hour, 40 meetings a month across your team cover the licence.
45 min
saved per client meeting
40 meetings
a month across the firm covers the licence
4 meetings
per person a month, for a team of ten
Source: TakeNote internal analysis, 2026. Assumes a £50/hour blended adviser and paraplanner cost.
What would TakeNote return for your firm?
Adjust the numbers to match your practice.
The Firm licence covers up to 10 users. More than that? Talk to us about Enterprise.
Editable — default £50/hour blended adviser and paraplanner cost.
How we compare
Document-generation platforms list up to £349 per adviser per month, with e-signature a separate subscription from £20 per user per month. For a team of ten that can pass £3,600 a month. The TakeNote Firm licence includes both for £1,500.
Based on publicly listed UK pricing, reviewed October 2026. Prices may change.
Pricing questions, answered
What's included in the Firm licence?
Everything: AI notes and transcripts, document generation, form-filling, DocuSign signature requests including bulk sending, and tasks. It covers up to 10 users with unlimited meetings, for £1,500 a month +VAT.
Why a firm licence instead of per-user pricing?
TakeNote works best when the whole team uses it — advisers in the meeting, paraplanners and admin staff on the paperwork afterwards. One licence means you never have to decide who gets a login.
Who counts as a user?
Anyone you give a login to — advisers, paraplanners, client relationship managers or admin staff. The Firm licence covers up to 10. Larger firms move to Enterprise.
Is e-signature included?
Yes. Individual and bulk DocuSign sending are both included. Bulk sending uses a pooled envelope allowance sized with you at onboarding; sends above it are billed per envelope at a rate agreed in advance.
We have more than 10 users. What does it cost?
Enterprise is priced by firm size and includes SSO, custom integrations, SLAs and volume envelope terms. Talk to us and we will put a quote together.
Can we try it first?
Yes — your first 10 meetings are free, no card required.
Monthly or annual?
Monthly by default, with no lock-in. Annual billing saves two months.
Do I have to be a financial advisory firm?
No. TakeNote is used by advisers, corporate finance houses, consultants and other professional firms who want AI notes and workflows.