Security and your agency

Understand access, data handling and the controls still being completed.

Individual accounts. Assigned responsibility.

Each staff member uses an individual UY4X account. Owners manage agency membership; practitioner access to private case work is restricted by assignment. Reception and accounts have separate permissions. Role and multi-user acceptance testing is a release requirement.

Document handling

The current workspace records document checklists and metadata. Private file storage, malware scanning and tested download permissions must be enabled before sensitive attachments are accepted. Please use fictional records during setup testing.

Your data and AI

Your agency retains its rights in client data. We process information to provide the service; identifiable client records are not used to train ChatDS under the service terms. Review the privacy notice and service terms before onboarding.

Report a concern

Contact our team if something looks wrong. Describe the issue without including client documents, passwords or access keys. We will get back to you and arrange an appropriate way to investigate.

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Priced per person. Every feature included.

Start with a 14-day free trial, no card needed. Choose your team size when you are ready.

Billing

Prices are per person per month, ex GST.

Solo

For one person

A$39+ GST

per person per month · A$42.90 inc. GST

after your 14-day free trial

Start your free trial
  • One person
  • Client profiles, leads and applications
  • Tasks, appointments and document checklists
  • Invoices, recorded payments and data import
  • Agency search and dashboard

Team

For 2–5 people

A$29+ GST

per person per month · A$31.90 inc. GST

3 people: A$87 + GST per month (A$95.70 inc. GST)

after your 14-day free trial

Start your free trial
  • Everything in Solo
  • Two to five people, billed per person
  • Staff invitations and role permissions
  • Assigned private case work
  • Live team updates and shared workflows

Firm

For 6–10 people

A$25+ GST

per person per month · A$27.50 inc. GST

6 people: A$150 + GST per month (A$165 inc. GST)

  • Everything in Team
  • Six to ten people, billed per person
  • The same team access and workflow tools
  • Set up together with us

Firm plans are set up with our team.