Pricing
Flexible pricing for your firm
Usage-based pricing for full onboarding workflows: verification checks, forms, signatures, and audit-ready evidence in one platform.
Usage-Based
Pay for what you use. No large upfront commitments or long contracts required.
Volume Flexibility
Pricing scales with your volume. Larger firms benefit from volume considerations.
Pilot-Friendly
Start with a small team or specific matter types. Expand when you're ready.
What Affects Pricing?
Number of invited parties per month (including donors for gifted deposits)
Features and modules required
Number of team members
Support and training needs
Core Platform + Optional Modules
Keep the package simple: start with core onboarding, then add modules based on risk profile and workflow maturity.
Core Platform
- Secure onboarding journey for invited parties
- Identity and AML workflow orchestration
- Custom forms, official PDF forms, and in-platform signatures
- Case progress tracking and status visibility
- Evidence pack generation and export
Optional Modules
- Source of Funds enhanced workflows
- Gifted deposit donor handling
- Operational reporting depth by team role
- Integrations and app extensions (scope-dependent)
Security & Privacy
Operational safeguardsOngoing vulnerability scanning
Role-based access controls
Documented incident response process
Get a Quote
Tell us about your firm and we'll provide a tailored quote.