Choose the plan that fits your workflow. All plans include unlimited email triage and CRM updates.
Perfect for exploring AI assistance
The full Lotte experience
For investment teams
Need more than your plan's included hours? Purchase additional active assistance time as needed.
Build custom integrations or workflows specific to your firm's needs. One-time development fee.
White-glove onboarding and setup. Waived for Professional tier and above.
Active assistance is when Lotte is directly working on tasks—reading emails, drafting responses, scheduling meetings, researching companies. Passive monitoring (inbox checks, calendar reminders) doesn't count.
Yes! Upgrade instantly. Downgrades take effect at your next billing cycle.
You'll get a notification at 80% usage. You can purchase extra hours ($50/hour) or upgrade your plan. We won't cut you off mid-task.
Yes! 14-day free trial with full Professional tier access. No credit card required.
You can export all your data anytime. After cancellation, we delete everything within 30 days (or immediately upon request).