Pricing
Transparent pricing. 50–60% less than the competition. Cancel anytime.
Pricing
Start free. Upgrade when you're ready.
No credit card required. Flat fee — not per user. Cancel anytime.
Free forever
Try it — no credit card
Free
Free
No credit card · no time limit
- Up to 5 clients
- Unlimited document requests
- Secure client portal
- Document templates library
- Automated reminders
- 1 GB storage
- Email support
For solo practitioners
Starter
$39/mo
Billed monthly · cancel anytime
- Up to 50 clients
- Unlimited document requests
- Secure client portal
- Automated email reminders
- Document templates library
- 10 GB encrypted storage
- Audit log
- Email support
Most popular
For growing practices
Pro
$59/mo
Billed monthly · cancel anytime
- Up to 250 clients
- 5 team members
- Everything in Starter
- Custom branding (logo + color)
- Bulk document requests
- Custom templates
- CSV client import
- 50 GB encrypted storage
- Priority email support
For established firms
Team
$129/mo
Billed monthly · cancel anytime
- Unlimited clients
- Unlimited team members
- Everything in Pro
- Role-based access control
- Client assignment & routing
- Workflow automation
- Activity dashboard
- 200 GB encrypted storage
- Priority support + onboarding call
Paid plans include a 30-day free trial.
Enterprise
Need more than Team?
SAML SSO, custom data region, SLA guarantee, dedicated account manager, SOC 2 report, custom contract. Built for compliance-heavy firms.