Client onboarding, without the email threads.
One checklist your clients can see, upload to, and track. so nobodyhas to email asking what’s still needed or where things stand.
$29/month for fist 12 months for our first 100 firms — see pricing below.
Turn scattered client work into one clear pipeline
Every client, every project, grouped by exactly where it stands — awaiting documents, under review, in progress, awaiting payment. Nothing quietly stalls in an inbox only you can see.
Clients see exactly what's left — no more “did you get my file?”
Your client opens a single checklist, uploads what's needed, and watches their own progress move. No password to remember, no email trail to lose.
Review line by line, approve or request a fix in one click
Nothing moves to the next stage until you say so. Approved items lock; a requested fix reopens only that one item, so your client always knows exactly what to redo.
Simple pricing
One plan, everything included. No per-client fees, no surprise tiers.
Founding rate
$49/month$29/month
- Unlimited clients & projects
- 5 free staff seats
- Reusable templates
- Magic-link client portal
- Rate locked in forever — never increases as we grow
Payment is arranged directly with your firm after signup — nothing is charged automatically.
Frequently asked questions
Do my clients need to create an account or remember a password?
No. Clients open their checklist with a secure, single-use magic link sent to their email — no password to set or forget.
How does the $29/month early-bird rate work?
The first 100 firms that sign up lock in $29/month for as long as they stay subscribed. After that, the standard rate is $49/month.
How long does approval take after I sign up?
We review every new signup by hand, usually within one business day. You'll get an email the moment your firm is approved.
Can I cancel any time?
Yes. Nothing is charged automatically — payment is arranged directly with our team, so cancelling is just as direct.
Still have questions? [email protected]
Ready to stop chasing clients for documents?
Set up your firm’s workspace in a few minutes. We review every signup by hand and you’ll hear from us fast.