Start with a 14-day trial. Cancel in one click any time.
$49 /month
per firm, not per client · billed monthly · cancel any time
- Unlimited client documents and unlimited users
- One board of everything missing
- Polite persistence, automated
- Validation, not just receipt
- Audit-ready trail
- Import your existing spreadsheet
- Connect your own AI assistant — no extra cost from us
Join the early access list
Card-free early access while we finish onboarding — we'll set you up personally.