Choose the plan that fits your firm
Start with a 14-day free trial. No credit card required. Cancel anytime.
Solo
$29/ month
For solo practitioners
- Unlimited clients & templates
- 30 active requests
- 15 GB storage
- Client portal
- Email reminders
- Template builder
- Analytics
- Custom branding
- Infile AI
Growing
Best Value
$69/ month
For growing firms
- 100 active requests
- 5 team members
- 50 GB storage
- Everything in Solo
- Priority email support
Safe and secure
Firm
$129/ month
Best value for growing firms
- 200 active requests
- 15 team members
- 150 GB storage
- Everything in Growing
- Priority email support
Compare plans
Compare Solo, Growing, and Firm plans for document collection, templates, and team features.
Features
Document collection
Core tools for sending requests and collecting client documents
Active requests
Unlimited clients
Unlimited templates
Automated reminders
Bulk send
Export ZIP & PDF
Templates & AI
Build checklists faster with reusable forms and AI assistance
Template builder
Infile AI
Conditional logic
Shared templates
Client experience
What your clients see when they upload documents
Client portal
Passwordless upload links
Custom branding
Storage
Team & support
Collaboration and help as your firm grows
Team members
Analytics & insights
Priority email support
14-day free trial