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Sales-Assisted Plans

Team Plans

Designed for compliance teams, research groups, and boutique advisory firms. Request access to get started with your team.

Evaluation Program

Team Pilot

$299 one-time

ROI demonstration for 3–20 users.

  • ROI demonstration for 3–20 users
  • 20-document, controlled evaluation
  • Structured evaluation
  • 20-document, controlled evaluation.
  • Structured evaluation — not a discount.

Team Standard

$799/month

Up to 5 seats

  • Up to 5 seats
  • Compliance and research teams
  • Standard support
  • Shared workspace
  • Standard support and shared workspace.

Team Plus

$1299/month

Up to 10 seats

  • Up to 10 seats
  • Boutique advisory firms
  • Higher volume
  • Extended collaboration
  • Higher volume and extended collaboration.

How Team Plans Work

Sales-Assisted Process

Team plans require a sales consultation to ensure the right fit for your organization. We'll work with you to understand your needs and set up your team workspace.

Invoice-Based Billing

Team plans are billed via invoice. After your request is approved, you'll receive an invoice and your team will be activated upon payment. Payments are processed by Paddle.