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. Link files to the right client and find them quickly from one secure workspace.

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. Set priorities and due dates, connect work to clients or cases, and keep a clear activity record.

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 stored securely in the cloud. Access is controlled per-user, and your information is not sold and is shared only with service providers needed to operate, secure, and bill for the platform.

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 & Enterprise
📅

Appointment Request Form

A publishable website form that collects preferred dates, times, and contact details for your team to schedule.

  • Secure request link ready to share from your website
  • Collects preferred dates, times, and contact details
  • Submissions arrive in your workspace inbox
  • Schedule accepted requests from the Planner

$59.95/month | Included free in Growth, Business & Enterprise

Included in Business & Enterprise
📋

Workspace Organizer

A workspace module for building repeatable rules, approval gates, notices, and follow-up tasks.

  • Creates follow-up tasks from workspace activity
  • Requires approval before protected steps
  • Connects generated work to clients and cases
  • Records decisions in activity history
  • Runs inside your workspace dashboard

$59.95/month | Included free in Business & Enterprise

Included in Enterprise
📈

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 structured fields
  • Submissions tagged and prioritized
  • Full history available for team review
  • Works inside the BrainPlug platform

$59.95/month | Included free in Enterprise

Included in Enterprise
🎧

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 | Included free in Enterprise

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 Analytics. 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 document upload, public form submission, and module launch uses 1 workspace action. Core workspace work is included.
Usage resets every billing cycle. Additional usage: 3,000 workspace actions for $125. Additional usage remains available while your subscription is active. Unused additional usage expires when your subscription is cancelled or terminated.
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
  • 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
  • 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
  • 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)

Enterprise

For organizations that need maximum workspace capacity, larger files, and every workflow module included

$2,499.95/month
  • 45,000 workspace actions/month
  • Everything in Business
  • File uploads up to 100MB 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)
  • Website Inquiry Form module — included free ($59.95 value)
  • Support Request Form module — included free ($59.95 value)

All plans: additional usage available — 3,000 workspace actions for $125. Additional usage remains available while your subscription 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

Private workspace

Secure cloud storage

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.