Simple tiers for every operator size

Start free with manual review. Upgrade for AI extraction, automated decisions, and expiration alerts. All plans include magic-link upload and the compliance dashboard.

MonthlyAnnualSave up to 17%

Free

$0

For teams getting started with manual COI review.

  • Up to 25 third parties
  • 1 user seat (admin only)
  • Magic-link COI upload
  • Human review queue
  • Compliance dashboard
  • In-app expiration tracking

Starter

$590/yr

$49.17/mo billed annually — save $118

For growing rosters that need AI-powered review.

  • Up to 75 third parties
  • 2 user seats + team invites
  • AI COI parsing
  • Full Document Library
  • Endorsement review
  • Document templates
  • Email expiration alerts
  • Collection campaign sequences
  • PDF/Excel compliance reports

Business

$3,490/yr

$290.83/mo billed annually — save $698

For large rosters and bigger compliance teams.

  • Up to 500 third parties
  • Everything in Professional
  • 15 user seats

No card required to start free. Create an account to get started.

Compare all features

Every capability across Free, Starter, Professional, and Business — so you can pick the right plan with confidence.

Need more than 500 third parties or custom terms? Contact us

No card required to start free. All tiers include magic-link upload and expiration tracking.