Portfolio Licensing

Pricing built for firms managing corporate records at scale.

Portfolio Licensing gives law firms and accounting practices a firm-managed workspace with 50, 200, or 500 client corporations, volume pricing, and priority onboarding. Foundation and Professional are self-serve, monthly or annual. Institution is sized with our team.

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For firms managing 25–500+ client corporations
What firms get
Firm-managed workspace

Every client corporation under one firm license with portfolio controls.

Branded verification

Share certificates verified on pages that carry your firm’s brand.

Role-based access

Partners, paralegals, and clients see only what they should.

Priority onboarding

Structured migration and setup for your existing client portfolio.

Portfolio Tiers

Pricing that scales with your practice.

Three tiers sized for emerging, established, and multi-office firms. All plans include the full governance and compliance platform.

Save on annual
Applies to Foundation and Professional. Institution is scoped with our team.
Foundation
$299 / mo
Billed $3,588 yearly · approx. $6/corp/mo

For emerging firms standardizing client corporate record management.

Plan capacity

  • Up to 50 client corporations
  • Up to 10 internal users
  • Standard onboarding
  • Standard support

Included in all Portfolio plans

  • Governance workflows and activity audit logs
  • Compliance task automation and reminders
  • Branded verification pages
  • Compliance dossier exports
  • Role-based access controls
  • Portfolio-level 2FA enforcement
  • Document version history with audit tracking
Most firms start here
Professional
$899 / mo
Billed $10,788 yearly · approx. $4.50/corp/mo

For established firms managing active corporate governance portfolios.

Plan capacity

  • Up to 200 client corporations
  • Up to 30 internal users
  • Priority onboarding
  • Priority support

Everything in Foundation, plus

  • Higher corporation and user caps
  • Priority support response times
  • Faster onboarding and migration assistance
Institution
$1,999 / mo
Billed $23,988 yearly · approx. $4/corp/mo

For multi-office firms and high-volume governance practices.

Plan capacity

  • Up to 500 client corporations
  • Up to 75 internal users
  • Dedicated onboarding and migration support
  • Priority support and account management

Everything in Professional, plus

  • Dedicated migration specialist
  • Named account manager
  • Priority feature requests
Talk to us
Managing more than 500 corporations, or need custom deployment?
Enterprise arrangements are available for larger firms, including SSO, dedicated infrastructure, and negotiated terms.
Contact us about Enterprise

Foundation and Professional are available monthly or annually. Institution is annual and scoped with our team. Prices in USD. Pricing may vary by jurisdiction.

Client continuity

Records that survive changes in advisor.

Corporate records stay structured and defensible even when the firm–client relationship changes. This protects your clients and protects your firm.

Records are never deleted automatically

Governance history, audit logs, certificates, and registers stay preserved. No silent data loss. No broken verification links.

Clean transfers between firms

If a client moves to another firm, their corporation can be transferred intact, with full document history and audit trail preserved.

Clients can subscribe directly

If a client chooses to manage records independently, they may subscribe directly and retain access to their structured digital minute book.

FAQ

Common questions

Every Portfolio plan includes the full governance and compliance platform: structured minute books, registers, QR-verified share certificates, branded verification pages, compliance reminders, activity audit logs, role-based access, Portfolio-level 2FA, document version history, and compliance dossier exports. Tiers differ on corporation capacity, user capacity, and support level.

Your firm gets a structured onboarding plan sized to your portfolio. Foundation includes standard onboarding; Professional and Institution include priority or dedicated migration support. We help you map existing client records into the platform, set up roles, and apply your firm’s branding to verification pages.

Yes. Firms typically start on Foundation or Professional and move up as the client portfolio grows. Downgrades are supported at renewal, provided the lower tier’s corporation and user caps accommodate your current portfolio.

Records are never deleted automatically. If a client transitions to another firm, their corporation can be transferred intact with full document history and audit trail. If a client chooses to manage their records independently, they may subscribe directly and retain access to their digital minute book.

Yes. For firms managing more than 500 client corporations, or requiring SSO, dedicated infrastructure, custom SLAs, or negotiated terms, we offer custom Enterprise arrangements. Contact us to scope a fit.

Foundation and Professional are fully self-serve — pick monthly or annual, enter your details, and you’re in. Institution is scoped with our team because migration, user provisioning, and account management are sized to the firm. If you’re not sure which tier fits, a 15–30 minute call settles it quickly.
Ready to scope Portfolio Licensing for your firm?

A 15-minute call is enough to identify the right tier, answer questions, and outline onboarding for your client portfolio.

Talk to us See how firms use it