Pricing
One plan. Every feature. Flat price.
Join the waitlist for early access. Every feature included from day one.
Pro
Everything your firm needs to collect client documents. One plan, no tiers.
$149 /month
per firm / month — flat, not per user
Launching soon. Join the waitlist for early access.
Join waitlist- 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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