The trial
Every new firm starts on a 14-day free trial at the Growth tier, with no card required. When the trial ends, your firm becomes read-only — you can view and export everything, but creating new engagements, activating them, or adding team members is paused until you upgrade. Your data is never locked away.Plans
Higher tiers also unlock features like reusable packs, AI pre-checks, custom reminder policies, inbound email ingest, and advanced audit-log export. See pricing for the full comparison.
How the limits work
- Seats are a hard cap: inviting or reactivating a member is blocked at your plan’s seat limit.
- Active engagements have a short grace window: if you go over, you can keep working for a few days before new activations are blocked — existing engagements are never interrupted.
A firm over its active-engagement limit sees a banner with the days left in its grace window. Dropping back under the limit clears it automatically.
