Organize clients and agreements under separate brand profiles. Assign employees to specific brands, and keep each team's work in the right place.
Starter: 2 brands · Pro: 4 brands
Add a brand for $15/month
Pro adds white-label presentation controls
02 / STARTER + PRO
Make agreements part of the client journey
Create NDAs and service agreements, personalize the text, and share a private signing link. Keep the agreed terms and signing record together.
Templates and client merge fields
Signed-at timestamp, recorded IP and device information
Private signed-PDF download and document history
03 / STARTER + PRO
The right people. The right access.
Invite each employee by email. Choose their module permissions and assigned brands. Change or revoke access from your User Admin dashboard.
Starter: 1 employee · Pro: 2 employees, plus the owner
Add an employee seat for $5/month
Employees create their own password through a private invitation
04 / PRO
Build a response from the full record
Bring the company, one optional DBA, your account of what happened, the agreement and delivery evidence into a case. Prepare a response for review and export a structured package.
Explain the case in up to 2,000 words
Attach screenshots, PDFs and delivery references
Review every statement before submission; outcomes are decided by the provider or issuer
05 / STARTER + PRO
Keep the record. Take it with you.
Keep client information, agreement history and evidence organized. Download authorized files on desktop or mobile and retain your own copy.
Search clients by name, company or email
Private file storage with temporary download links
SHA-256 file hashes for integrity checks
06 / STARTER + PRO
Access built around your workspace
Owners complete an authenticator check. Staff and employees receive access through their assigned seats, with workspace and brand restrictions enforced on the server.
Separate application and internal-admin portals
Permission-aware records and audit history
Cloudflare R2 encryption at rest for stored documents
SIMPLE PLANS. ROOM TO GROW.
Your agency. Your pace. Your plan.
Start with what you need. Add capacity as you grow.
Add-ons apply to either plan. Totals update above.
Extra sub-brands+$15 / month each
Extra employee seats+$5 / month each
Prices are in USD. Verify your card and authorize recurring billing to start your 14-day trial. Your first charge covers your selected package and add-ons. Cancel before the trial ends to avoid that charge.
YOUR NEXT CHAPTER STARTS HERE
Run more brands. Carry less complexity.
Your agreements, payment records, and proof. Finally in the same place.
