Step 1 – Purchase a Plan
Choose the plan that fits your firm’s user size and click “Select Plan” to complete secure payment through Stripe.
Step 2 – Receive Your Promo Code
After purchase, you’ll receive a unique promo code that unlocks full access for your team. This code is tied to your plan’s user limit.
Step 3 – Distribute & Onboard Instantly
Share the promo code with your team. Each member can sign up independently using the code — no credit card required.
Step 4 – Scale Anytime, No Downtime
Need more users or features? You can upgrade or modify your plan at any time with zero disruption to access or billing.