Pricing

One plan. Every feature. Flat price.

Launching soon. Join the waitlist — the first 100 founding users get early-bird pricing.

Pro

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

$149 /month

per firm / month — flat, not per user

7-day free trial. Credit card required — cancel any time before it ends.

  • Unlimited team members
  • Unlimited client workflows and documents
  • Branded client portal
  • AI document review at upload
  • Automated email + SMS reminders
  • Built-in e-signatures
  • Client & company CRM
  • 50 GB document storage
  • Priority email support

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

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