The plan buys seats, an allowance and a monthly credit. Beyond the credit you pay for what you file and what you generate, one click at a time. Nothing is ever charged without a click.
30 days, full use, no card.
Seats are free during the trial and $5.00 of metered credit is granted. Memoranda generated in the trial stay downloadable afterwards.
| Base$25 / month | Small Business$65 / month | Enterprisenegotiated | |
|---|---|---|---|
| Seats | 2 | 5 | as contracted |
| Monthly credit toward metered use | $5.00 | $15.00 | as contracted |
| Shared memoranda per month | 5 | unlimited | as contracted |
| Field sets per document type | 3 | 5 | 10 by default |
| Sections per template | 12 | 25 | 50 by default |
| Daily classification allowance | $5.00 | $15.00 | negotiated |
| Top-up increment | $5 | $5 | $5 |
Monthly credit expires at your billing anniversary and does not roll over. Purchased credit expires 30 days from the date you buy it.
| Event | Price | Charged when |
|---|---|---|
| Document filed | $0.25 | Once per part, at the moment you accept the proposal. A twelve-page scan split into three documents is three charges. |
| Memorandum generated | $1.00 | Once per generated memorandum, whatever its length and however many documents it draws on. |
| Screening and market data | not yet priced | Third-party lookups. Not available at launch, and never called without a further explicit action. |
One counterparty, a folder of scans that splits into eighteen documents, and one credit memorandum.
The same eighteen documents then support a KYC memorandum and a vendor memorandum at $1.00 each. They are not re-read and not re-charged.
When your balance runs out, filing and generation stop. Reading, downloading and editing your configuration continue.