Pricing for relationship-driven firms

The relationship operating system, sized for the work.

Start with the conversations that carry revenue. Expand BaxterOS when the whole firm is ready to keep the thread.

Prepare a briefing

Start with one upcoming conversation. We will show you where Baxter fits.

The BaxterOS levels

Start focused. Grow into continuity.

Each plan is designed around the same lifecycle: Brief, Record, Recap, Enrich, Sync.

Two months free annually
Pilot
For one revenue-carrying pod proving the workflow.
$750/month

per team

  • One relationship workspace
  • Up to 5 active users
  • Brief, recap, and next-step workflows
  • Guided onboarding
Talk through a pilot

A focused starting point for a 3–5 person pod.

Team
Recommended
For the team that needs continuity to become a habit.
$1,500/month

per team / month

  • Everything in Pilot
  • Up to 15 active users
  • CRM-ready relationship records
  • Shared account and stakeholder context
  • Weekly operating review
Prepare a briefing

The starting point for most relationship-led teams.

Firm
For firms making relationship continuity part of the operating model.
Custom
  • Everything in Team
  • Unlimited relationship workspaces
  • Custom CRM and data workflow mapping
  • Security and procurement support
  • Leadership reporting and adoption review
Discuss the firm rollout
  • No meeting recorder replacement required
  • Start with one pod, expand when the workflow proves itself
  • Your CRM remains the system of record

Choose the level of continuity you need

Every tier starts with the same BaxterOS lifecycle. The difference is how much of the team and operating system you bring into it.

FeaturesPilotTeamFirm
Workspace
Relationship workspaces13Unlimited
Active users515Custom
Brief → Record → Recap → Enrich → SyncIncludedIncludedIncluded
Continuity layer
Shared stakeholder contextNot includedIncludedIncluded
CRM-ready relationship recordsNot includedIncludedIncluded
Weekly operating reviewNot includedIncludedIncluded
Partnership
Guided onboardingIncludedIncludedIncluded
Custom workflow mappingNot includedNot includedIncluded
Security and procurement supportNot includedNot includedIncluded

Before you bring it in

The practical questions, answered.

BaxterOS is designed to fit the operating system you already have—not ask your team to start over.

Start with the next important room

See what Baxter can carry for your team.

Bring one relationship, one upcoming conversation, and the context your team usually has to reconstruct.

Prepare a briefing

Annual pricing is shown as two months free. Prices exclude applicable taxes.