Pricing that scales with your client roster.
Per-user, billed annually. Volume discounts kick in automatically at 25 and 100 seats.
Starter
For solo practitioners and two-person firms.
- ✓ Unlimited document shares
- ✓ 25 GB storage per user
- ✓ Branded portal subdomain
- ✓ Email and chat support
- ✓ Microsoft 365 and Google Workspace
- ✓ SOC 2 audit log access
Team
Most chosen by growing professional services firms.
- ✓ Everything in Starter
- ✓ 100 GB storage per user
- ✓ Custom domain with TLS
- ✓ SAML SSO + SCIM
- ✓ DocuSign & Adobe Sign
- ✓ Document request templates
- ✓ Advanced audit log + SIEM export
- ✓ Phone support, 4-hour SLA
Enterprise
For firms with custom compliance, region, or scale needs.
- ✓ Everything in Team
- ✓ Unlimited storage
- ✓ Data residency selection
- ✓ Customer-managed keys (CMK)
- ✓ NetDocuments & iManage
- ✓ Custom DPA, BAA, MSA
- ✓ Dedicated CSM & 1-hour SLA
- ✓ Annual security review
Frequently asked
Can I start monthly?
Yes. Starter and Team are available month-to-month at a 15% premium. Annual gets you the rates above.
Do you offer non-profit pricing?
Registered 501(c)(3) and equivalent international non-profits get 40% off any plan. Apply during signup.
What about external collaborators?
Free for client recipients. You only pay for seats inside your firm. No surprise per-recipient charges.
Migration help?
Free migration from ShareFile, Box, Dropbox, and SmartVault for any plan. Includes folder structure and ACL preservation.
Is there a free tier?
14-day Team trial, no credit card. After trial, downgrade to Starter or cancel — your data exports cleanly.
Custom contract terms?
Enterprise customers get custom MSA, DPA, BAA, and SCC review. Average legal turnaround is 5 business days.
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No credit card. All features unlocked. Migration help included.
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