The menu
The offers below recur across the agencies, vendors and software products reviewed in this research. Prices are as published in October 2026; many sellers publish none.
| Offer | Who sells it | Typical published price |
|---|---|---|
| Free audit or discovery call | Almost every agency | Free. Paid audits run from $1,000 (BotLogix Strategy Day) to $10,000 (Aurora Designs) |
| Workflow automation (n8n, Make or Zapier plus an LLM): lead follow-up, CRM updates, reporting | Nearly every agency | $3,000 to $35,000 per project |
| AI receptionist or voice agent: calls, booking, lead capture | SkipScale, Sonant (insurance agencies), Smith.ai (law firms), Marr Labs (mortgage lenders) | Smith.ai plans from $300 a month; Ruby plans from $250 a month |
| Document collection and chasing | Finmo, BrokerPlus, Visto, Builts AI | BrokerPlus $199 a month CAD; Visto CAD $199 to $999 a month |
| Client intake forms and questionnaires | Clio Grow, Lawmatics, MyCase, Docketwise, Visto, Velocity | Bundled into seat prices of roughly $50 to $150 per user per month |
| Meeting notes and CRM sync | Jump, Zocks (US wealth-management first) | Jump from $100 per advisor per month |
| Drafted follow-ups for human approval | BrokerPlus, Lawmatics, Docketwise Writing Assistant | Bundled |
| Accounts payable and invoice automation | True North Agentics and many others | Pilot price |
| Training and workshops | Prompt Advisers ($2,500 SMB package), Prairie AI | $1,500 to $8,000 |
| Retainer or "fractional AI officer" | Builts AI, Prairie AI ($1,500 a month), n8n Lab ($800 to $6,000 a month) | Monthly |
How offers are packaged
A ladder from audit to build to retainer. The most common structure is a free or cheap first step, a one-off build, then a monthly fee. Builts AI offers a free audit, a Build Phase of $8,000 to $30,000 CAD and a maintenance retainer of $500 to $2,500 CAD a month. Ascero AI lists 12 offers on one page, from a $500 flat visibility audit through a $2,997 weekend sprint to a $50,000 "department in a box" with a $5,000 monthly fee.
A paid first step credited to the build. True North Agentics credits its Workflow Evidence Pack in full to a pilot started within 30 days. The Atwell Group (Toronto) credits its law-firm audit fee to later work. A solo consultant in Austin credits a $2,500 readiness assessment against a rollout begun within 90 days.
Fixed price and scope. LeftClick, ChatGPT.ca and True North describe fixed prices with stated scope. ChatGPT.ca takes 50% upfront and 50% on delivery for projects above $5,000.
Guarantees. Where guarantees exist, they take different forms:
| Form | Example |
|---|---|
| Money back if not live | Ascero AI weekend sprint: money back if the system is not in production |
| Payment tied to value found | BotLogix: "If we don't deliver real value by end of day, you don't pay." (a $1,000 Strategy Day) |
| Payback guarantee | ChatGPT.ca: 90-day payback guarantee on its smallest tier |
| Pay for outcomes | Liboiron: a results-guaranteed compensation model; terms unpublished |
| Refund on a one-workflow sprint | Eupraxic: $5,000 for one workflow in 10 business days, with a refund guarantee |
White-label. True North Agentics lets accounting and advisory firms resell its three tiers under their own brand. Ascero AI pays partner commissions of 10% to 30%. Platform partner programmes work similarly: MyCase pays referral partners 10% of annual contract value on annual plans.
Software with AI inside
Practice-management and submission software bundles intake, reminders and drafting into the seat price, so the client may already own the feature.
- Law: Clio, Lawmatics, MyCase and Docketwise include intake and AI drafting; Docketwise's AI assistant is in its Pro tier and above. Lawmatics prices its AI agents separately from seats: two of its add-ons are outcome-based and one is user-based.
- Immigration (Canada): Visto sells flat monthly tiers by number of applications and users, with an AI copilot.
- Mortgage: Finmo bundles document requests, reminders and AI verification; BrokerPlus adds a borrower portal and a renewal finder.
Pricing by unit
A second family of offers charges for work completed, not for time or seats.
- Per transaction: ListedKit charges $14.99 per transaction credit for AI transaction coordination, with the first transaction free.
- Per resolution: Tidio offers pay-per-resolution billing on its top plan; Yuma AI states that brands pay only for tickets fully resolved by AI.
- Outcome-based add-ons: Lawmatics' Merlin Qualify and Merlin Engage.
Companies mentioned
- Smith.ai
- Ruby Receptionists
- Sonant (Sonant AI, by Bluberry AI, Inc.)
- Marr Labs
- BrokerPlus
- Finmo
- Visto
- Clio
- Lawmatics
- Docketwise
- MyCase
- Jump (jump.ai, formerly jumpapp.com)
- Zocks
- Builts AI
- True North Agentics
- BotLogix
- Aurora Designs
- Prompt Advisers
- Prairie AI
- n8n Lab
- Ascero AI
- ListedKit (Ava)
- Yuma
- Tidio
- Atwell Group
- Eupraxic
Sources
- https://smith.ai/pricing — Smith.ai per-call and plan prices
- https://www.ruby.com/pricing/ — Ruby plan prices
- https://www.sonant.ai/blog/ai-receptionist-pricing-insurance — Sonant pricing approach
- https://www.ycombinator.com/launches/Lxq-marr-labs-vox-ai-voice-agent-for-mortgage-lenders — Marr Labs voice agent
- https://skipscale.ca/ — SkipScale AI receptionist
- https://www.brokerplus.ca/ — BrokerPlus price and features
- https://lendesk.com/finmo — Finmo features and AI offer
- https://www.visto.ai/pricing — Visto tiers
- https://www.mycase.com/pricing/ — MyCase seat prices
- https://www.docketwise.com/pricing — Docketwise seat prices and AI tier
- https://www.lawmatics.com/pricing/ — Lawmatics add-on pricing model
- https://toolradar.com/tools/clio/pricing — Clio seat prices
- https://jump.ai/pricing — Jump price
- https://builts.ai/pricing/ — Builts AI ladder
- https://asceroai.com/services — Ascero AI offers, guarantees, partner programme
- https://truenorthagentics.com/accounting-firm-partners/ — True North tiers and credit terms
- https://theatwellgroup.ca — Atwell Group audit credit
- https://justinmckelvey.com/ai-consulting/law-firms — readiness assessment credit
- https://www.leftclick.ai — fixed-price approach
- https://chatgpt.ca/pricing — ChatGPT.ca payment terms and guarantee
- https://botlogix.ca/pricing — BotLogix Strategy Day
- https://www.liboiron.co/ — Liboiron compensation model
- https://eupraxic.com/fde-sprint/ — Eupraxic sprint and refund
- https://www.prairieai.ca/ — Prairie AI retainer
- https://promptadvisers.com — Prompt Advisers training
- https://www.entrepreneur.com/building-a-business/i-built-a-7-figure-business-teaching-people-how-to-engineer-ai-prompts-prompt-advisers — Prompt Advisers package price
- https://www.n8nlab.io/blog/best-n8n-automation-agencies-us — n8n Lab retainers
- https://www.listedkit.com — ListedKit per-transaction price
- https://www.tidio.com/pricing/ — Tidio pay-per-resolution billing
- https://www.yuma.ai/ — Yuma AI outcome billing
- https://www.mycase.com/partners/consultant-program/ — MyCase consultant programme terms