Organize client requests, documents, forms & workflows in one secure workspace

BrainPlug helps small businesses manage document intake, client records, task tracking, internal notes, and repeatable workflows — without juggling spreadsheets, inboxes, and scattered files.

Everything your team needs in one place

Document Intake & Storage

Upload and organize PDFs, spreadsheets, and text files. Keep all client documents in one secure, searchable location with version tracking.

Client Records

Track client information, interaction history, and case details in structured records. Quickly look up any client and see all associated documents and notes.

Form Tracking

Create intake forms for your website and track submissions in your workspace. Manage incoming requests without switching between tools.

Task Management

Assign, track, and complete tasks across your team. Attach documents, set due dates, and keep a clear record of what was done and when.

Internal Notes & Workspace

Keep internal notes, meeting summaries, and team memos organized by client or project. Everything stays in context and easy to find.

Secure & Private

Your data is encrypted at rest and stored securely. Access is controlled per-user, and your information is never shared with third parties.

Optional Workflow Modules

Extend your workspace with purpose-built modules for scheduling, inquiry handling, and client support. Each module is a self-service add-on — no setup fees, no contracts.

Included in Growth & Business
📅

Appointment Request Form

A website form that lets visitors view your availability and request a meeting directly into your connected calendar.

  • Embeds on your website as a scheduling form
  • Connects to Google Calendar or Outlook
  • Booking confirmations sent automatically
  • All submissions logged in your workspace

$59.95/month | Included free in Growth & Business

Included in Business
📋

Workspace Organizer

A workspace module that helps sort incoming messages, flag items for review, keep documents organized, and maintain your task list.

  • Sorts and tags incoming items
  • Flags items needing review
  • Keeps uploaded documents organized for review
  • Keeps task list and calendar in sync
  • Runs inside your workspace dashboard

$59.95/month | Included free in Business plan

Add-on — All Plans
📈

Website Inquiry Form

A client-facing form for your website that captures visitor inquiries and logs them in your workspace for review and tracking.

  • Embeds on your website as an inquiry form
  • Configurable fields and response templates
  • Submissions tagged and prioritized
  • Full history available for team review
  • Works inside the BrainPlug platform

$59.95/month add-on

Add-on — All Plans
🎧

Support Request Form

A website form that collects common support questions and requests, routing submitted items to your team for review.

  • Customizable support request fields
  • Collects common support questions and requests for team review
  • Routes submitted requests to your team inbox
  • Embeds directly on your website
  • Submission analytics dashboard

$59.95/month add-on

All modules are self-service software tools for inbound website interactions and internal workspace tasks only.

Every plan includes the full workspace: Documents, Clients, Cases, Inbox, Tasks, Forms, Notes, and Reports. Plans differ by monthly usage allowance, file upload limits, and included modules.

Simple, predictable pricing

Every plan includes the full workspace. Plans differ by usage allowance, file limits, and included modules.

How usage works: Each workspace action (document upload, form submission, task update, note entry, report generation) uses a portion of your monthly allowance.
Usage resets every billing cycle. Top up anytime — 3,000 additional actions for $125. Purchased actions remain available while your account is active.
Usage allowance is prepaid, non-transferable, and for BrainPlug platform use only. It has no cash value and is not redeemable outside the platform.

Starter

For small businesses managing client records, documents, and internal workflows

$349.95/month
Request Access
  • 5,000 workspace actions/month
  • Document intake, storage, and search
  • Client records and case tracking
  • Form tracking and submissions
  • File uploads up to 10MB per file
  • Pre-built workflow templates included
  • Additional usage available — $125 per 3,000 actions
  • Email support
Most Popular

Growth

For teams that need more workspace usage, form tracking, task organization, and reporting

$599.95/month
Request Access
  • 9,500 workspace actions/month
  • Everything in Starter
  • File uploads up to 25MB per file
  • Custom templates and saved workflows
  • Priority support
  • Appointment Request Form module — included free ($59.95 value)

Business

For companies that need higher usage limits, more workspaces, and advanced workflow support

$1,299.95/month
Request Access
  • 22,500 workspace actions/month
  • Everything in Growth
  • File uploads up to 50MB per file
  • Full history and search
  • Additional usage: $125 per 3,000 actions
  • Priority email support
  • Appointment Request Form module — included free ($59.95 value)
  • Workspace Organizer module — included free ($59.95 value)

All plans: top up anytime — 3,000 additional workspace actions for $125. Purchased usage remains available while your account is active.

Disclaimer: BrainPlug is an independent business workflow software platform. It is not affiliated with, endorsed by, or sponsored by any third-party service provider.

No contracts — cancel anytime

Plans from $349.95/month

GDPR compliant

Data encrypted at rest

Acceptable Use Policy

BrainPlug may not be used for spam, scraping, mass messaging, cold outreach, illegal activity, deceptive activity, impersonation, regulated financial advice, medical advice, adult content, gambling, or anything that violates third-party rights. Violations result in immediate account termination. See our Terms of Service for full details.

Disclaimer: BrainPlug is a business workflow software platform. It is an independent product and is not affiliated with, endorsed by, or sponsored by any third-party service provider. Use of this platform is subject to our Terms of Service.