For attorneys, accountants, and anyone managing entities that aren't theirs.
One login for every client entity, access scoped to what each person should see, and a record you can hand to whoever asks.
One account, many clients
Add client entities under your own account, or get added to a client's account with the attorney role. Either way, one login.
Scoped by design
Attorney and employee roles see only the entities and categories they're assigned. Anything outside that scope shows a permission notice, not a preview.
Everything on the record
Who received, who was notified, who acknowledged, and when. Each event is logged and exportable when a matter needs it.
Billing your way
One invoice for the account, or one per client entity so you can pass costs through.
Bulk onboarding
Send us a list. Staff verify each entity against the Secretary of State record before it's added.
Originals when you need them
Request the original from any document and ship it to your office, the client, or opposing counsel, signature required.
Start with one client entity, or talk to us about volume.
Same $49 per entity at any count. We can set up per-client invoicing before the first renewal.