Plans that stay clear

Simple, transparent pricing for every workflow

Build structured documents, keep files in storage you control, and upgrade when your team needs more room to collaborate.

Try Pro or Business free for 14 days. No credit card required.

Free

For personal life, household records, home vaults, and life milestones.

$0 / month
Start free
  • Unlimited active documents, vaults & templates
  • Automated expiry & renewal reminders (Email alerts)
  • Unlimited Milestone Workspaces (Moving, Baby, Estate)
  • BYOS consumer storage (Google Drive, OneDrive, Dropbox)
  • 25 AI document scans & 3 AI template designs / mo
  • E-signatures & JSON Schema 2020-12 export

Pro

For independent professionals, consultants, and solopreneurs.

$14.99 / month
Start 14-day Pro trial
  • Everything in Free, plus:
  • Calculated invoicing & SOW formulas
  • Client e-sign-offs & signature pad
  • Custom branding & logo on PDFs
  • Access to all Verified Pro Blueprints (NDAs, SOWs, Audits)
  • BYOS storage & Cloudflare R2 connections
  • API access & developer keys
  • 200 AI document scans & 50 AI template designs / mo

Business

For teams, agencies, and companies that need shared workflows and governance.

$99 / month
Start 14-day Business trial
  • Everything in Pro, plus:
  • Includes 3 seats (+ add-on team seats)
  • Multi-user organizations & team workspaces
  • Corporate onboarding & relocation cases
  • Team role-based access control (Admin, Manager, Member)
  • 500 AI document scans & 150 AI template designs / mo
  • Enterprise storage: AWS S3 & Azure Blob
  • Comprehensive audit trail & versioning traceability
  • Priority support & webhooks

Enterprise

For organizations that need domain-verified workspaces, audit exports, and a custom support agreement.

Custom
Contact Sales
  • Everything in Business, plus:
  • Single sign-on (SAML / OIDC): in development, available to design partners
  • Dynamic conditional multi-step approval workflows
  • Enterprise audit log streaming & SIEM export (JSON/CSV)
  • DNS domain ownership verification
  • Dedicated Solutions Architect & custom SLA
  • Custom security review & vendor onboarding

Your storage

Connect the provider or bucket your workflow already trusts.

Controlled access

Use approvals, signatures, and audit trails around every document.

Team-ready

Add collaboration when your organization needs shared ownership.

Questions, answered

What does BYOS mean?

Bring Your Own Storage means your document files stay in a cloud account or bucket you connect, such as Google Drive, OneDrive, Dropbox, S3, or Azure Blob.

Is BYOS available on the Free plan?

Yes. Every plan supports connecting storage you control. Plans change workflow, collaboration, and usage limits, not ownership of your files.

How do the free trials work?

Pro and Business start with a 14-day free trial once you confirm your email. No credit card is required and nothing is charged automatically. We email you before the trial ends. If you do not upgrade, your account moves to the Free plan and your documents and data stay. To keep trials sustainable, AI is limited during the trial: 30 document scans (5 every 12 hours) and 15 AI template designs (3 every 12 hours). Paid plans have no trial limits.

Are there limits on AI features?

Yes, because every scan and template design is a paid call to an AI provider. Free includes 25 AI document scans and 3 AI template designs a month, with up to 5 scans and 2 designs in any 12 hours. Pro includes 200 scans and 50 designs a month, and Business 500 scans and 150 designs for each team member. Limits reset on the 1st of each month.

Can I change plans later?

Yes. Start free and upgrade when your workflow needs more capacity or collaboration.