Firm-scale delivery.Unlimited members.Firm-based tiers.
Avoid per-seat surcharge. Add firm admins, engagement leads, clients, and external collaborators at no extra per-user cost.
Pricing follows active engagements and your firm tier—not headcount. Your whole team stays on the same price.
The engagement is the center of client work — not the file. Organize client deliverables into structured, reusable engagement systems on top of the tools you already use.
Free forever
No credit card required
1 firm · 1 client
1 active engagement
20 documents
Explore the portal with your Demo firm. You can also create your own firm and start using the app right away (limits apply) — no card required.
Billed annually
1 firm · 3 clients
10 active engagements
Take off the training wheels. Full client portal on your existing Google Drive—engagements, personas, and feedback in one place.
Billed annually
1 firm · 10 clients
25 active engagements
For growing firms needing advanced review and templates.
Billed annually
3 firms · 20 clients
50 active engagements
For established firms and mid-size agencies.
Custom
sales@firmaone.com
Custom firms · Unlimited clients
Engagement limits negotiated
For large organizations requiring advanced security and compliance.
Technical comparison
Select a column to compare. Demo is always shown as a reference when a paid plan is selected.
| Capability | Free | Standard | Pro | Business | Enterprise |
|---|---|---|---|---|---|
| USAGE | |||||
Demo firm | |||||
Firms | 1 | 1 | 1 | 3 | Custom |
Clients | 1 | 3 | 10 | 20 | Unlimited |
Engagements | 1 | 10 | 25 | 50 | 100 |
Documents | 20 | Unlimited | Unlimited | Unlimited | Unlimited |
Internal users | 2 | Unlimited | Unlimited | Unlimited | Unlimited |
External users | 2 | Unlimited | Unlimited | Unlimited | Unlimited |
| ESSENTIALS | |||||
Bring your own Google Drive | |||||
Bring your own OneDrive | Coming soon | Coming soon | Coming soon | Coming soon | Coming soon |
Custom branded client portal | |||||
Firm → Client → Engagement hierarchy | |||||
Persona-based access (4 engagement roles) | |||||
Document — Never Share tags | |||||
Automated follow-ups & reminders | |||||
Full Audit Trail | — | 30 days | 90 days | 365 days | Unlimited |
Document version history | — | 30 days | 90 days | 365 days | Unlimited |
Document comment thread (feedback & approvals) | 15 days | 60 days | 90 days | 365 days | Unlimited |
One-click engagement closure | |||||
| SUPPORT | |||||
Dedicated Support Portal | — | ||||
SLA-based Priority support | — | — | — | — | |
| ADVANCED | |||||
Engagement & Document templates | — | — | |||
Advanced review & approval workflow | — | — | |||
Document versioning | — | — | |||
Custom subdomain | — | — | |||
Custom DNS domain | — | — | — | — | |
SSO / SAML | — | — | — | — | |
Bring your own Storage Drive. Setup your client portal atop your Drive.
Start with a Demo firm or create your own — no card required. Upgrade to Standard and take off the training wheels.