Firm-scale delivery.Unlimited members.Firm-based tiers.
Bring your own Google Drive—non-custodial. Your documents stay where they are; we add the portal. No migration, no new storage. Professional client portal with engagement personas and feedback tracking.
Pricing scales with active engagements—add your whole team at no extra seat cost.
Free · No card required
Explore firmä on your terms
Explore the portal, firm hierarchy, and engagements on your Drive—no card. Step up to a 30-day Standard trial when you are ready.
Billed annually
1 firm workspace
10 active engagements
Full client portal on your existing Google Drive—engagements, personas, and feedback in one place.
Billed annually
1 firm workspace
25 active engagements
For growing firms needing advanced review and templates.
Billed annually
1 firm workspace
50 active engagements
For established firms and mid-size agencies.
Custom
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Custom firm package
Engagement limits negotiated
For large organizations requiring advanced security and compliance.
Technical comparison
Scroll horizontally to compare plans
| Capability | Free sandbox | Standard | Pro | Business | Enterprise |
|---|---|---|---|---|---|
| USAGE | |||||
Firms per subscription | 1 | 1 | 1 | 1 | Custom |
Active engagements (per firm) | 10 | 10 | 25 | 50 | 100 |
Unlimited internal users | — | ||||
Unlimited external users | — | ||||
Version history | 90 days | 90 days | 365 days | Unlimited | Unlimited |
| ESSENTIALS | |||||
Bring your own Google Drive | |||||
Custom branded client portal | |||||
Firm → Client → Engagement hierarchy | — | ||||
Persona-based access (4 engagement roles) | |||||
Engagement activity audit | |||||
Document comment thread (feedback & approvals) | — | ||||
One-click engagement closure | — | ||||
| ADVANCED | |||||
Document access tracking | — | — | |||
Custom subdomain | — | — | |||
Engagement & Document templates | — | — | |||
Advanced review & approval workflow | — | — | |||
Document versioning | — | — | |||
Self-destruct timers & Never Share tags | — | — | — | ||
Automated follow-ups & reminders | — | — | — | ||
Custom DNS domain | — | — | — | — | |
SSO / SAML | — | — | — | — | |
Frequently asked questions
Answers on limits, billing, trials, and how subscriptions apply to your firm.
An active engagement is any engagement that is not deleted or closed. You can have unlimited closed or deleted engagements without counting toward your limit. Each subscription covers one firm; the cap applies to that firm’s engagements.
Bring your own Drive. Setup your client portal atop your Drive.
Open a sandbox in minutes, then move to a Standard trial when your firm is ready to ship.