Pricing
/yr
/yr
Feature Comparison
Firm AUM
Users*
Up to 10
Up to 25
Custom
Segregated, Secure Content Vault
Automated Content Onboarding Tools
Content Onboarding Service**
Vault AI Agents - Duplicates, Firm Updates, Archive
RFP Agent
Data Agent***
Drafts Agent
Improve Agent
Microsoft Word and Excel Plug-ins
Google Chrome and Microsoft Edge Plug-ins
Documents per Quarter
50
250
Custom
Cloud
Public
Public
Public or Private
* Additional Users cost $25/user/month
** One time small implementation fee may apply depending upon content volume
*** Includes 5 and 10 Published DDQ Templates for Emerging and Pro respectively. Additional DDQ Templates can be added.