Home/AI SOP generators/ScreenSteps

ScreenSteps pricing

ScreenSteps is a knowledge ops platform for creating, delivering and maintaining step-by-step procedures (SOPs), with AI-assisted capture and a browser extension.

Visit ScreenStepsPrices checked Oct 29, 2026

How much does ScreenSteps cost?

Paid plans start at $500/mo billed yearly
Free plan
Not stated
Free trial
15-day free trial, requested via a form
Enterprise
Contact sales

In your favor

  • Free trial. 15-day free trial, requested via a form
  • Notice before price changes. At least 90 days notice

Watch out for

  • No refunds on a long commitment. No refund for amounts already paid, including on cancellation

How you buy and get started

Sales-ledButtons on their site: Book a Demo, Contact Sales, Get a Demo, Schedule a ScreenSteps Demo
Sign up
Start by scheduling a demo; trial account requested by form
"The first step is to [schedule a demo with the ScreenSteps team]"
Setup
Demo, then a 30/60/90-day implementation roadmap
"we work closely with your team to create a 30/60/90-day implementation roadmap."
When sales steps in
Not stated
Support
Help center
"Access to help center"

What ScreenSteps does

ScreenSteps lets teams capture SOPs by recording narration, capturing clicks as screenshots, or prompting AI, then serves them through a knowledge hub, a browser extension and AI chat. It is sold by annual subscription through demos and sales, aimed at regulated industries.

Good for
Teams in regulated industries (credit unions, banks, farm credits, contact centers, law firms) that need to replace scattered SOPs and keep employees following current procedures.
Channels
Web knowledge hub, Browser extension (Sidekick), AI chat
Main product
ScreenSteps Knowledge Ops Platform
Also includes
Procedures and articles, Decision trees, Checklists, Video recording, Audio recording, Change notifications
Public API
Not stated
MCP server
Not stated
  • Records screen workflowsCapture every click to generate helpful screenshots
  • Turns video into SOPsRecord yourself talking through procedures to build optimized SOPs in minutes.
  • Generates SOP from promptAsk AI to build new articles from prompts
  • Imports docs and PDFsTransform long, messy docs into easy-to-follow guides with built-in best practice optimization.
  • Auto-redacts sensitive dataNot stated
  • Custom branding and templatesNot stated
  • Training and quizzesCourses
  • Integrates with help desk, wikiNot stated

The same 8 checks appear on every tool in AI SOP generators. Each tick quotes the vendor's own site.

Security and your data

QuestionTheir answerWhere it says so
Trains AI on your data?Not stated
HIPAA (signs a BAA)Not stated
SOC 2yes"Yes. ScreenSteps is a SOC 2 Service Organization."pricing
GDPRNot stated
CCPANot stated
PCINot stated
ISO 27001Not stated
Single sign-onIncluded in Operations Standard and above"SSO"pricing
Trust centerNot stated

Security answers are the vendor's own claims, quoted. We don't audit them.

Every plan

PlanMonthlyBilled yearlyIncludedOver the allowanceWhere it says so
Operations Standard/year – $500per month – – "Starting at $6,000/year"
Operations AI/year – $750per month – – "Starting at $9,000/year"
Enterprise Quote – – – "Custom pricing"

Fine print

Billing increment
Not stated
Billed beyond usage
Not stated
Contract
Yearly plans auto-renew for another one-year term unless cancelled 30 days before the anniversary
"If the business is on a yearly payment plan and the business does not cancel its account at least 30 days before the end of each anniversary of the sign-up date, these Terms and th"
Refunds
No refund for amounts already paid, including on cancellation
"However, the business will not receive a refund for any Service for which the business has already paid."
Auto renew
Yearly plans auto-renew for one year unless cancelled 30 days before
"these Terms and the obligation to pay for the Service will automatically renew for another one-year term."
Price change notice
At least 90 days notice
"at least 90 days before the change is to take effect"

"Not stated" means we read their pricing page and terms and they don't say.

About the company

Legal name
ScreenSteps, Inc.
Address
PO Box 801, McLean VA 22101
Online since
Jun 14, 2006
Domain registration date

ScreenSteps alternatives

Reviews elsewhere

We link to reviews instead of copying ratings: those sites don't allow reuse, and we don't test products ourselves.

Questions

Is ScreenSteps free?

There's no free plan. Free trial: 15-day free trial, requested via a form.

How much does ScreenSteps cost?

Paid plans start at $500 per month billed yearly.