All 17 modules, every plan.
Compliance management from $75 / month plus per seat. 14-day free trial, no credit card required.
Plans and pricing
Pro
For teams moving off spreadsheets and scattered files.
- Price
- $75 per month base $750 per year base
- Billing
- base / month base / year, 2 months free
- Seats
- Includes 5 seats, then $5 / seat Includes 5 seats, then $50 / seat / yr
- All 17 modules included
- Events, reminders, and attachments on any record
- Import, export, and bulk data tools
- Custom fields, configurable timelines, and event templates
- 100 GB document storage
- Email support
Business
For businesses that need collaboration, workflows, and reporting.
- Price
- $550 per month base $5,500 per year base
- Billing
- base / month base / year, 2 months free
- Seats
- Includes 5 seats, then $7.50 / seat Includes 5 seats, then $75 / seat / yr
- Everything in Pro
- Workflows and workflow templates
- Reporting
- Module permissions and guest access
- 500 GB document storage
Enterprise
For organizations with security, governance, and scale needs.
- Price
- $950 per month base $9,500 per year base
- Billing
- base / month base / year, 2 months free
- Seats
- Includes 5 seats, then $10 / seat Includes 5 seats, then $100 / seat / yr
- Everything in Business
- Access groups for item-level control
- Audit history and API access
- MCP server — connect an AI assistant
- Unlimited users
- 1 TB storage; SSO available as an add-on
Every feature, side by side
Base prices shown monthly. Base prices shown annually (2 months free).
| Feature | Pro | Business | Enterprise |
|---|---|---|---|
| Plan & billing | |||
| Base price | $75 / mo $750 / yr | $550 / mo $5,500 / yr | $950 / mo $9,500 / yr |
| Seats included | 5 | 5 | 5 |
| Additional seat | $5 / mo $50 / yr | $7.50 / mo $75 / yr | $10 / mo $100 / yr |
| Annual billing (2 months free) | Included | Included | Included |
| Free trial, no credit card | Included | Included | Included |
| Modules and records | |||
| All 17 modules included — turn on the ones you need | Included | Included | Included |
| Unlimited records* | Included | Included | Included |
| Records, fields, and attachments on any record type | Included | Included | Included |
| Multi-jurisdiction records — country, state, and legal entity form | Included | Included | Included |
| Search across every module | Included | Included | Included |
| Timeline and status — what changed, when, and what proves it | Included | Included | Included |
| Document storage (included) | 100 GB | 500 GB | 1 TB |
| Collaboration and reminders | |||
| Calendar and events — deadlines and recurring obligations on any record | Included | Included | Included |
| Notifications — advance reminders by email and in-app | Included | Included | Included |
| Workflows | Not included | Included | Included |
| Data tools and analysis | |||
| Spreadsheet import | Included | Included | Included |
| Bulk update and delete | Included | Included | Included |
| Export | Included | Included | Included |
| Reporting | Not included | Included | Included |
| Audit history | Not included | Not included | Included |
| Access control | |||
| Module permissions | Not included | Included | Included |
| Guests | Not included | Included | Included |
| Access groups — item-level access control | Not included | Not included | Included |
| Configuration and templates | |||
| Module and field configuration — add, rename, reorder, and hide | Included | Included | Included |
| Timeline configuration | Included | Included | Included |
| Event templates | Included | Included | Included |
| Workflow templates | Not included | Included | Included |
| Automation | |||
| Derived fields that fill themselves | Included | Included | Included |
| Automatic timeline entries | Included | Included | Included |
| Event suggestions | Included | Included | Included |
| Workflow suggestions | Not included | Included | Included |
| Integrations | |||
| API access | Not included | Not included | Included |
| MCP server — connect an AI assistant | Not included | Not included | Included |
| Add-ons | |||
| Unlimited users | Add-on | Add-on | Included |
| Single sign-on (SSO) | Not included | Not included | Add-on |
* Unlimited records is subject to overall storage limits by plan.
Every plan includes all 17 modules and the platform underneath them — records, fields, and attachments, events and reminders, timeline history, and import/export work the same way on every record type, whichever modules you turn on. Business adds workflows, reporting, module permissions, and guest access; Enterprise adds access groups for item-level control, audit history, and integrations — API and MCP server. Each plan is priced as a base (which includes a starter block of seats) plus a per-seat rate for additional users.
Common questions
Does every plan include all 17 modules?
Yes. Every plan includes all 17 modules — Legal Entities, Board Governance, Contracts, Insurance, Taxes, and more. You never pay extra for individual modules.
Can I switch plans?
Yes. Upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle.
How does seat pricing work?
Each plan has a monthly base price that includes a starter block of seats. As your team grows, you add seats at the plan’s per-seat rate — there’s no hard user cap. Unlimited users is available as an add-on, and is included on Enterprise.
Is there a free trial?
Yes. Try any plan free for 14 days — no credit card required.
How does annual billing work?
Each plan has a monthly base price plus a per-seat rate. Annual billing costs 10× the monthly price — two months free — and is how most teams buy. Monthly billing is also available.
Start managing compliance with confidence
14-day free trial. No credit card required.