Take your practice to the next level of scale.
The tools that let a growing team run like one practice — billing at the organizational level, coordination across the whole roster, roles that fit your firm, and MCP to connect your AI stack.
- 30-day free trial
- $20 per team member
- Month-to-month billing
The four things that matter at scale
Time tracking, billing and payments, built at an organizational level
Every consultant’s hours, invoices, and payments live in one billing home for the whole firm — with online card and ACH payments that reconcile automatically, and who-owes-what visible at a glance.
- Time tracking and invoicing across every consultant, in one place
- Online card and ACH payments, powered by Stripe
| Consultant | Family | Amount | Status |
|---|---|---|---|
| Jordan Ellis | Alvarez | $1,200.00 | Paid |
| Dana Whitfield | Chen | $950.00 | Sent |
| Marcus Lee | Okafor | $850.00 | Paid |
Broadcast emails and multi-student to-do lists
Reach every family at once, and assign the same to-do across the whole roster in one step — so nothing depends on each consultant remembering to do it student by student.
- Broadcast emails with open tracking
- Multi-student to-dos across the whole roster
Roles that fit your firm
Superuser and User roles control exactly what each teammate can see and control across your practice — students, notes, billing, and reports.
- Superuser and User roles per teammate
- Visibility settings for what each teammate sees and controls
Bring your AI to your practice
CollegePlannerPro speaks MCP — the open standard that connects AI assistants to your tools. Plug in Claude, ChatGPT, or any MCP-compatible assistant to ask questions about your caseload, draft family updates, or bridge CollegePlannerPro to the rest of your stack.
- Works with Claude, ChatGPT, and any MCP-compatible assistant
- Permissioned, secure access — your data stays yours
- Maya Chen — draft in review
- Diego Alvarez — not started
- Priya Patel — submitted ✓
And everything else is already in the box
Strategic Admissions Advice would not be as successful as we are without CollegePlannerPro.