Pricing
Free to start. Pro when it saves you time.
One price for your site. No per-user or per-client fees.
Free
$0 forever
Everything you need to request, collect and review documents.
Get it free- Unlimited requests and clients
- Checklist builder and templates
- Magic links that expire
- Approve or request changes per item
- One-click reminders
- Private storage, ZIP download, activity log
- Your firm name and logo
14-day free trial · no card
Pro
$99 USD / year · 1 site
Everything in Free, plus the chasing done for you.
Start free trial- Automatic reminders
- Change requests emailed instantly
- Upload notifications for your team
- Assigned to, our deadline, internal status
- Private notes
- Manager and Employee levels, Team page
- Branded emails and brand colour
Prefer to skip the trial? Buy Pro.
| Compare | Free | Pro |
|---|---|---|
| Checklists, templates and magic links | ✓ | ✓ |
| Phone-friendly client upload | ✓ | ✓ |
| Approve or request changes per item | ✓ | ✓ |
| Private storage, ZIP download, activity log | ✓ | ✓ |
| Reminders | One click | Automatic |
| Tell the client about requested changes | One click | Instantly |
| Upload notifications for your team | — | ✓ |
| Assigned to, our deadline, internal status, private notes | — | ✓ |
| Staff access | Yes / No per user | Plus Manager and Employee levels |
| Emails | Editable text | Branded HTML |
| Support | WordPress.org forum |
Is the price per user?
No. One licence covers one WordPress site, with as many staff and clients as you like.
What happens after the trial?
Pro switches off unless you buy. Your requests, files and settings stay, and the free plugin keeps working.
Can I cancel anytime?
Yes, from Pro → Account in WordPress or your Freemius account. Pro keeps working until the end of the paid year.
What is the refund policy?
14-day satisfaction guarantee: if in the first 14 days you are unhappy or have an issue we can't resolve, we'll happily consider a full refund. Refund policy.
Who handles the payment?
Payments are processed by Freemius, our reseller and merchant of record, which also handles sales tax and invoices.
Which currency?
Prices are in US dollars. Applicable sales tax is added at checkout based on your location.
Get this season's documents in order
Install the free plugin. Upgrade only if Pro saves you time.