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Trust · Every adviser, not a trial

The practice system is free.

Free for every adviser. Not a trial, not seat-limited. AI usage is pay as you go, and add-ons are priced separately.

The practice system is free. The growth tools are not.

We would rather every New Zealand practice ran its casework properly than charge for the part that keeps advisers compliant. So the practice system is free for every adviser, and you add only the modules you actually want.

The practice system

$0

per adviser, per month

Not a typo

Every adviser, not a trial.

Not seat-limited, and not a cut-down edition.

AI usage

Pay as you go

Prepaid credit. Every AI task draws on it, and you can see what you spend.

For example, at NZ$35 + GST a run, Deep Analysis on five new cases in a month comes to NZ$175 + GST. Each run is recorded against the client’s matter as a disbursement.

Add-ons

On enquiry

Marketing and accounting. Per module, per practice.

Each one is priced and switched on separately. Take one, take all, take none.

Enquire

The things advisers actually ask.

01

How is it free, and will it stay free?

The practice system is free because Clerq earns its money elsewhere: from AI usage, which you pay for as you go, and from optional add-ons such as marketing. We will not promise it stays free forever. If that changes, our terms give you at least 30 days’ written notice, and you can leave before any new price applies, taking your client files with you.

02

Does Clerq submit applications to Immigration New Zealand?

No, and it is not going to. Clerq never holds your INZ or RealMe credentials and never files anything on your behalf. It prepares the work; a licensed adviser reviews it and submits it themselves. Anything else would put your licence in software’s hands.

03

Where is my client data stored?

Client files are stored on servers in Auckland, New Zealand, and are not replicated to any other region.

04

What exactly does the AI see?

Identifying details are replaced with tokens inside our own infrastructure before anything is sent, and restored on the way back. If that step is unavailable, the request is refused rather than sent unprotected. Your data is not used to train any model, and that is a contractual term with our providers.

More in Trust

Start with the file you are worried about.

We onboard one practice at a time, so the first conversation is a working one: your overdue dates, the documents you are still chasing, and what the system would have done about them.