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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