What lives in the connected workspace?
Documents, financial analyses, CRM records, marketing flyers, lease abstracts, obligations, and deal movement all stay tied to the same workspace instead of being split across separate tools.
What changes when I sign in?
The structure stays the same, but the workspace card, stats, pipeline, and saved progress hydrate from your authenticated account and sync to cloud-backed storage so you can resume on another device.
Can one workspace hold the full deal lifecycle?
Yes. The platform is designed to keep intake, comparison, negotiation, abstracting, obligation tracking, and follow-up connected inside one operating surface.
How do I get into the live workspace?
Use Get Started if you are new, or Open Workspace once you are signed in. The demo remains available from the same landing page without changing the overall layout.
Where does saved progress live?
Signed-in workspace state persists in cloud-backed account storage so document records, original file payloads, parsed Apply payloads, connected records, and module progress restore after you sign in from any phone, tablet, or computer.
How do I know sync is working?
The footer shows a small live state: Online means the signed-in workspace is using cloud sync, Sign in to sync means the browser is signed out, and Local means the signed-in browser could not reach cloud storage.
How long do I stay signed in?
A device stays signed in for up to 30 days of workspace use unless you choose Sign out from the account page first. Personal Info settings let signed-in users update their name, email, and password.
Can I move from documents into analyses, CRM, or obligations?
Yes. Module handoffs are designed around one active workspace so saved parsed records can keep moving forward from any signed-in device without re-uploading the source document. Lease obligation intake carries critical notice, renewal, and termination dates from parsed rights clauses into the obligation timeline, including when the lease is applied from the saved document library. Deleting a source lease document also removes its single-source obligation record, or detaches the deleted file when other source documents still support the obligation.
Do new CRM clients and prospects enter the pipeline?
Yes. Creating a CRM client, tenant, or prospect profile also creates the first linked pipeline deal and keeps the profile visible in the CRM selector, account client settings, board, table, and grouped CRM views. The profile Prospect Stage uses the same stage list as the pipeline and moves the linked deal when it changes.
Are marketing flyer and lease abstract exports client-ready?
Yes. Marketing flyers and lease abstract exports are generated as branded presentation outputs with structured summary sections, detail views, and review visibility. Marketing flyer settings save the default style, colors, broker cards, co-brokers, and floorplan preference for the active client workspace. Flyers can be downloaded or shared after generation, and the PDF is only added to Saved Documents when you choose Save to client workspace.
Does each client need more than one logo?
No. Each client uses one shared logo asset that carries through PDF covers and branded client-facing exports so branding stays consistent instead of diverging by output type.
What plans are available?
Three tiers: Starter ($10/mo, 3 deals, basic NPV, 2 PDF exports), Pro ($20/mo, 15 deals, AI extraction, advanced modeling, surveys & obligations), and Enterprise ($50/mo, unlimited everything + white-label branding + sublease recovery + API access). Enterprise starts with a 30-day free trial.
How does the 30-day Enterprise free trial work?
Sign up for Enterprise and get full access for 30 days — unlimited deals, AI lease extraction, white-label PDF reports, all modules — at no charge. A payment method is required before the trial ends to continue.
Can I upgrade or downgrade at any time?
Yes. Upgrades apply immediately with prorated billing. Downgrades take effect at the next billing cycle. All billing is managed through a secure Stripe Customer Portal.