Every engagement in one private place
A space per client for files, requests and decisions, plus team chat, workshops and discovery-call booking, at one price per person.
Feature by feature · What your stack costs · A day in Missived · Start on the Free plan.
What each tool lists, next to Missived
Every tick comes from the company's own website; the small number links the page.
| Feature | MissivedBusiness | MoxoClient portal | AssemblyClient portal | SuiteDashClient portal & suite | BonsaiPractice suite | SlackTeam chat | Docusign eSignatureE-signature |
|---|---|---|---|---|---|---|---|
| Client portal | Add-on$5 per portal licence a month | Included1 | Included2 | Included3 | Included (listed as: Essentials)5 | Not listed | Not listed |
| Messaging with clients | Add-on$5 per portal licence a month | Not listed | Included2 | Included12 | Included (listed as: Premium)5 | Included (listed as: Slack Connect, Pro)6 | Not listed |
| Team chat | Included | Not listed | Not listed | Included12 | Not listed | Included6 | Not listed |
| Chat shared with other companies | Included | Not listed | Not listed | Not listed | Not listed | Included (listed as: Pro)6 | Not listed |
| Video meetings | Included | Not listed | Not listed | Not listed | Not listed | Included (listed as: huddles)6 | Not listed |
| Call recording | Included, on request | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed |
| Booking pages | Included | Not listed | Not listed | Included3 | Included (listed as: Essentials)5 | Not listed | Not listed |
| E-signatures | Coming soon | Not listed | Not listed | Included3 | Not listed | Not listed | Included9 |
| Tickets / help desk | Add-on$5 per agent a month | Not listed | Not listed | Included (listed as: Pinnacle)3 | Not listed | Not listed | Not listed |
| File sharing | Included | Not listed | Not listed | Included3 | Not listed | Included6 | Included (listed as: agreement storage)9 |
| Dashboards | Included | Not listed | Not listed | Included3 | Included (listed as: Premium)5 | Included (listed as: usage analytics, Pro)6 | Included (listed as: reporting)9 |
| Tables you design | Included | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed |
| Workflow automation | Included | Included1 | Included (listed as: Professional)2 | Included (listed as: Pinnacle)3 | Included5 | Included (listed as: Pro)6 | Included (listed as: IAM plans)9 |
| Single sign-on (SSO) | Included | Included1 | Included (listed as: Enterprise)2 | Not listed | Not listed | Included (listed as: Business+)6 | Included (listed as: Enhanced plans)9 |
| Audit log | Included | Included1 | Included (listed as: Advanced)2 | Not listed | Not listed | Included (listed as: Enterprise+)6 | Not listed |
| Encrypted at rest | Included | Included10 | Included11 | Not listed | Not listed | Included13 | Not listed |
| Lowest listed price per person a month | $8.00billed yearly ($10 monthly) | Not listed | $29 a month, billed annually, 1 internal user (Starter)2 | $19 a month, not per user (Start)3 | $9 per user, billed annually (Basic)5 | $7.25 per user, paying annually (Pro)6 | $30 per user, billed annually (Standard)9 |
✓ = included, as the vendor's own site lists it— = not listed on the vendor's public site, Nov 2026Add-on = paid extraSmall print = the plan or wording the vendor lists
What you pay for today, and what Missived costs
Each price is the one the company lists on its own site, billed yearly where offered.
| Tool | What it's for | Their published price | In Missived |
|---|---|---|---|
| Slack Pro | Team chat | $7.25 per user a month, billed annually6 | Channels, threads, DMs and voice rooms. |
| Zoom Pro | Video calls | $14.16 per user a month, billed annually7 | Meetings clients join from a link. |
| Calendly Standard | Booking | $10 per seat a month, billed yearly8 | A booking page per person. |
| Docusign eSignature | E-signature | Standard $30 or Business Pro $45 per user a month, billed annually9 | Built; switches on after legal review. Not in the total. |
| Moxo | Client portal | Pricing on request1 | Client spaces with requests and files (add-on). Not in the total. |
| Assembly | Client portal | Starter $29 a month billed annually, for one internal user2 | Client spaces for the whole team. Not in the total. |
| SuiteDash | Client portal and suite | Start $19, Thrive $49 or Pinnacle $99 a month, not per user3 | Client spaces, booking, Tables and dashboards. Not in the total. |
| Accelo | PSA | Pricing on request4 | Client spaces, team chat and dashboards. Not in the total. |
| Bonsai | Practice suite | From $9 to $49 per user a month, billed annually5 | Client spaces and booking. Not in the total. |
Per person, per month
Slack Pro + Zoom Pro + Calendly Standard at their listed annual prices$31.41
Missived Business, billed annually, which does all of those jobs$8.00
Add a Client portals licence ($5 per portal licence a month, or $50 a year) for each person who works with clients in portals, and a Tickets seat ($5 per agent a month, or $50 a year) for each person who answers requests. Your clients and the people who only ask for help are free. The questions below say what Missived doesn't do.
A Wednesday for an engagement lead, in Missived
Morgan leads engagements at a 20-person advisory firm. A made-up day; features still being built are marked Coming soon.
Dashboard first
Two clients owe data, one deliverable is waiting on sign-off, a discovery call is booked.
Chasing the data pack
A request list with due dates; Missived sends the reminders.
A recorded workshop
The client's team joins from a link. Everyone sees it's recorded.
A new SOW Coming soon
It goes out for signature inside the client's space.
A discovery call
A prospect booked from Morgan's page and answered three questions first.
With the partner firm
A channel shared with the partner firm's own workspace; each side keeps its people.
What your firm would use
Real screenshots, in a demo workspace with made-up people.
A private space for every client
Messages, a file library, requests and stages for each engagement. Clients sign in with an emailed link.
Booking pages for discovery calls
Prospects pick a slot and answer your questions; each booking is a real meeting.
Being built next
Send email and log calls on the client's timeline Coming soon
Send as your own address from Missived, with email filed on the right client's timeline. Connect your firm's own phone provider (Quo first, then Dialpad and Aircall) and calls and texts with known client numbers are logged there too. Nothing unrelated is kept. Bcc and forwarded-email logging are already available.
Proposals and invoices in the portal Coming soon
Connect your own Stripe, Ignition, QuickBooks or Xero account and each client sees their proposals and invoices in the portal, with one button to review and accept or to pay. Missived never handles the payment; your provider does.
More workflow steps and integrations Coming soon
Workflow steps for tickets, client requests, meetings and more, plus assistant and API access. The workflow editor and core engine are available on Business today.
Our promise: we never sell or share your data or your clients' data, and there are no ads or trackers. Every workspace is encrypted at rest with its own key (encrypted on our servers, not end-to-end). The privacy promise · Security
One price per person, instead of one per tool
Pay for your team, not for each app. Add-ons go on the same subscription.
Business
$10 per active user/mo at every size
$8.00 per active user/mo, billed yearly. Channels, calls, meetings with outside guests, Tables, dashboards, booking pages and single sign-on, with a named account rep. Client portals are the add-on beside it.
Client portals
$5 per portal licence a month
Or $50 a year. Only the staff who work client portals need a licence; your clients are free.
Free trial: 14 days, up to 5 portal licences, once per workspace, no card.
Tickets
$5 per agent a month
Or $50 a year. Only the staff who answer requests need a seat; people who ask for help are free.
Free trial: 14 days, up to 5 agents, once per workspace, no card.
Over 50 people, or want your own dedicated servers? Enterprise is $20 per user/mo on your own dedicated instance. Prices in US dollars, from our pricing page.
Move over with the person who builds Missived
Cody West started Missived and takes these calls. Bring the tools you pay for today and we'll plan the move; clients come over by an emailed invite, no app to install.
Book a time with CodyStart free
Start on the Free plan, with no card required. Or pick a time here:
What firms ask
What moves into Missived?
Client spaces and data requests, client and team messaging, partner-firm channels, workshops, discovery-call booking, Tables, dashboards, workflows and a help desk.
Do I still need a time-tracking or billing tool?
Yes, if you bill by the hour or send invoices: Missived doesn't track time or send invoices.
Our clients send security questionnaires. Can you help?
Yes, plainly: encryption at rest with a key per workspace, two-step sign-in, single sign-on and an audit log. We don't have a SOC 2 report yet. Security answers the rest.
Where each claim comes from
Each line is the page we read, as listed on that company's site in November 2026. Product names are their owners' trademarks; Missived isn't affiliated with any of them.
- Moxo: Pricing. www.moxo.com/pricing, as listed on Moxo's site, November 2026.
- Assembly: Pricing. assembly.com/pricing, as listed on Assembly's site, November 2026.
- SuiteDash: Home page and pricing. suitedash.com/pricing/, as listed on SuiteDash's site, November 2026.
- Accelo: Pricing. www.accelo.com/pricing, as listed on Accelo's site, November 2026.
- Bonsai: Pricing. www.hellobonsai.com/pricing, as listed on Bonsai's site, November 2026.
- Slack: Pricing. slack.com/pricing, as listed on Slack's site, November 2026.
- Zoom: Pricing. zoom.us/en/pricing, as listed on Zoom's site, November 2026.
- Calendly: Pricing. calendly.com/pricing, as listed on Calendly's site, November 2026.
- Docusign: Pricing. ecom.docusign.com/plans-and-pricing/esignature, as listed on Docusign's site, November 2026.
- Moxo: Security. www.moxo.com/security, as listed on Moxo's site, November 2026.
- Assembly: Security. assembly.com/security, as listed on Assembly's site, November 2026.
- SuiteDash: Features. suitedash.com/features/, as listed on SuiteDash's site, November 2026.
- Slack: Security. slack.com/trust/security, as listed on Slack's site, November 2026.