$1,000 a month.For the firm.
$1,000 a month gives your firm one place for client context, commitments and the next move. Everyone can use it. Optional operator support and custom work are available when you need them.
Emerson
or $10,000 a year paid up front. Two months free.
- Unlimited people
- 10 connected mailboxes; $75/month per additional mailbox
- Your own database and your own domain
- 12-month term
For a firm that wants its client history and follow-through in one place.
See Emerson in actionA 15-minute look at your workflow. Standard setup in two business days after scope and access are confirmed.
The full workflow. One subscription.
Core includes the capabilities below. Connected mailbox limits apply; operator support and custom implementation are optional.
The whole list
- Multiple inboxes on one screen, Gmail and Outlook together
- Read and sent through your own account, so nobody changes address
- Texts in the same thread as the emails, from your own number
- Priority messages surfaced so important replies are easier to find
- Replies drafted in your own words, waiting on a yes
- Campaigns and sequences, with enrolment and exits
- Sending to a whole list at once, with the carrier registration handled
- Video calling, hosted, with no separate subscription
- Your own phone number, with calls recorded and transcribed
- Meeting scheduling, including a public booking page of your own
- Availability, round-robin between people, and reminders
- Prep in your hand before the meeting, with what you last promised
- The follow-up drafted the same afternoon, not the next week
- One timeline per person: every email, call, meeting, document and payment
- Clients, matters or patients, named for the work you actually do
- Companies and the people inside them, joined properly
- Your team, with who owns what
- Pipelines, from first contact to signed
- Your own fields on a contact, and a spreadsheet imported without cleaning it up first
- Business cards scanned in with your phone
- A universal folder system, shared with clients where you choose
- Agreements drafted, sent, and signed without a separate e-signature bill
- Signatures, with who has signed and who you are waiting on
- Proposals and terms, from your own templates
- Your own letterhead on everything that leaves the building
- Invoiced and paid, beside the conversation about it
- Stripe and QuickBooks connected by you
- Revenue, and what the firm is owed
- Unbilled work on one page, which is usually the biggest number on the books
- Fees and rates: what your own pricing actually earns per hour
- A trust ledger kept properly separate, for the firms that answer for one
- A front door: one intake link that drops an enquiry into your pipeline
- Landing pages, hosted, without a website project
- A booking page on your own domain
- Every enquiry answered from the same place the rest of the work lives
- Tasks, with promises pulled out of calls and dated
- A brief every morning: what moved, what is owed, who has gone quiet
- A tracker per matter or client, so a job's whole state is one page
- Talk: ask it out loud instead of clicking
- Search across all of it, by name
- Installed on a Mac or a PC like an app, not a bookmark
- Signed into on your phone with Face ID
- A new device paired by scanning a code
- Told when a client texts or emails, on the phone or by email
- Your own colours and logo throughout
- Owners and managers, and control of which pages a manager sees
- A health page that says when a connection has dropped, before a client does
- Your own database, not a row in somebody else's
Keep the relationship moving in one place.
Prepare for the conversation, capture the next commitment and see the agreement and payment in context. The core subscription includes the workflow below.
- Client timelines with connected email and calendar activity
- Meeting summaries, follow-up drafts and tasks
- Documents, e-signatures and client sharing
- Invoices and payment context alongside the relationship
More help when the work calls for it.
Start with Emerson. Add an operator or a custom implementation only when your firm needs the extra support.
Emerson + Operator
$3,000 / month
The software, plus a person who runs it with you.
For a firm that does not want to own the cadence itself.
- Everything in Emerson
- A named operator, not a support queue
- The weekly cadence run with you, not handed to you
- Quarterly review of what the numbers actually say
Custom Implementation
Scoped individually
Custom work is quoted separately. It is not required to start with Emerson.
For complex migrations, multiple entities or workflows that need a custom build.
- Multiple entities under one roof
- Your existing system migrated, not re-typed
- An agreed implementation plan
- Custom work against your own processes
Unlimited people. 10 mailboxes. That is the whole meter.
Give your partners, assistants and team access without a seat fee. Only connected mailboxes beyond the included allowance add to the subscription.
Connected mailboxes. 10 in the price, $75 a month after that.
People who sign in. Add colleagues without a seat fee; connecting mailboxes beyond the included allowance changes the price.
Per seat pricing charges you for putting the right people on the work. We would rather you gave everyone an account.
The other quotes on your desk.
Compare the job each product does, the team that will use it and the full scope of the quote. Vendor information below was checked against official pages on September 23, 2026.
DealCloud
Good at. Configurable deal management, relationship intelligence and automatic activity capture for professional firms.
Evaluate. Compare the workflows, integrations and implementation scope your team actually needs.
View DealCloud sourceAffinity
Good at. Warm introduction paths, automatic email and calendar capture, and deal pipelines.
Evaluate. Compare the selected plan and seat mix with a firm-wide subscription and your day-to-day workflow.
View Affinity sourceJuniper Square
Good at. Investor CRM, onboarding, portals, reporting and fund administration for private markets.
Evaluate. Keep specialist fund infrastructure where you need it. Emerson does not replace fund accounting.
View Juniper Square sourceZoho One
Good at. A broad suite of connected business applications with centralized administration.
Evaluate. Compare configuration needs, team adoption and total licensing against your specific workflow.
View Zoho One source$12,000 a year, for all of it.
The value is easier to judge against your own workflow. Count time spent reconstructing context, handoffs that stall and tools you could retire. Do not count work you still need.
Start with your workflow. We handle the setup.
We configure your dashboard and connect your mail and calendar with you. Standard onboarding does not require a custom implementation package. If your migration or workflow needs additional work, we agree the scope and price before you commit.
What people ask about the money.
Is there a discount for paying annually?
Yes. $10,000 up front instead of $12,000 across the year. Two months free. Either way it is a 12-month term.
What counts as a mailbox?
One Gmail or Outlook account connected to Emerson. 10 are included, and each one after that is $75 a month. A person is not a mailbox: someone who signs in, reads the dashboard and never connects their mail adds nothing to the invoice.
What happens when we grow?
Hiring does not change the price, because people are not metered. Unlimited people means what it says. Additional connected mailboxes cost $75 a month each. Optional operator support and custom work are separate choices.
Is there a contract?
Yes, a 12-month term. Standard setup takes two business days once scope and access are confirmed. Any custom implementation has its own agreed scope and schedule. Your data is yours throughout, and you can have a full export of it whenever you ask.
What does it actually replace?
Emerson brings client records, meeting capture, e-signatures, campaigns, tasks and shared documents into one workflow. We review your current tools with you to decide what can be replaced and what should stay.
How long until it is running?
Standard setup takes two business days after we confirm the scope and receive the access and files we need. Larger migrations and custom work get an agreed schedule.
Is it per seat?
No. $1,000 a month for the firm, everyone included. Give your partners, assistants and team access without a seat fee. Only connected mailboxes beyond the included allowance add to the subscription.
Can we get our data out?
Yes, whenever you ask, as a full export in a format you can actually open. Your data is yours. Emerson itself stays ours, so what you would take is the record, not the software.
Do I have to move off the tools I like?
No. Your mail stays where it is, Gmail or Outlook. Emerson reads and writes through your own account rather than replacing it.