Pricing

One plan. Every feature. Flat price.

14-day free trial. No credit card required to start. No per-user math.

Pro

Everything your firm needs to collect client documents. One plan, no tiers.

$149 /month

per firm / month — flat, not per user

Start 14-day free trial
  • Up to 10 team members
  • Unlimited client workflows and documents
  • Branded client portal — no client login needed
  • AI document review on every upload
  • Automated email + SMS reminders
  • Built-in e-signatures
  • Client & company CRM
  • 50 GB document storage
  • Priority support

Need more seats, SSO, or a security review for a larger firm? Talk to us .

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