Most firms are collecting documents the same day. We reply within one business day of your trial request, set up your workspace, and build your first case template with you on a live call.
Yes. Spreadsheet import runs through an on-screen editing grid that catches duplicates and typos before anything is saved.
No. Fourteen days, no card. At the end of the trial you pick a tier or your workspace pauses — nothing is deleted.
No. Pricing is per firm, not per seat. Your team and your clients are all included.
Every tier has a set allowance — 2 GB on Free, 25 GB on Starter, 250 GB on Business, 2 TB on Enterprise. Need more on any tier: +10 GB is $9 a month, and packs stack.
Yes. Move between tiers at any time, and stack capacity add-ons — storage, members, contacts, eSignatures, API rate — on any tier. See pricing.
Yearly is charged annually in advance and gives you two months free versus monthly. All prices are in CAD, plus HST.
Never. AI reads your documents to answer your questions and shows the page and quote behind every answer. Details on security & trust.
Send it over. We answer security reviews directly, with documentation.
Every request, upload, view, version, and destruction is logged. The chain of evidence travels with the document, including into your export.
Five steps in the workflow: classify the document, extract key fields, cross-check them against the file, draft the follow-up, and answer questions — each with the page and exact quote it came from.
No. On Business and above, the document list writes itself from the answers a client gives, and every request explains why the document is needed. You can still edit or save it as a template.
You export everything, including the audit log. Retention and destruction records travel with the export.
They open a secure link, see only what is still outstanding, and upload from a phone or desktop. No account to create, no email attachments.
Yes. Reminders go out on your schedule until the item lands, and stop the moment it does.
Built in, with a monthly allowance on each tier — 250 requests a month on Business — and add-on packs if you need more.
Tell us what you collect and from whom. We'll show you exactly how it would run.