Stop chasing paperwork that should already exist.
Your clients put it all in one place, once. They name you as the person who can open it. Free for them, free for you, and it stays that way.
AES-256 encryption. Your client picks what you can see and can change it whenever they want.
Built for the people who show up in the hard week
Care managers
A client's whole life in one place you can get to.
Daily money managers
Accounts, policies, statements, and who to call.
Professional fiduciaries and guardians
Walk into an estate where the information is already gathered instead of scattered.
Elder law attorneys
Send a client home with somewhere to actually put what you just told them to organize.
What changes for you
The intake week gets shorter
The first two weeks with a new client is you asking questions and them digging for answers. They fill it in on their own time, before you ever sit down.
You stop being the only copy
Client's in the hospital and you need a policy number? You open it. No calling three offices, no waiting on a nephew to find the filing cabinet.
Your name is on something useful
It's free, it's useful, and you're the one who gave it to them. That's a reason to call a client you haven't talked to in a year.
Nothing. That is not a trial.
Free for your clients and free for you. No per seat fee, no partner fee, nothing we bill you for later. We're building the user base first and we'd rather have you in it.
If a client ever needs more storage than the free account holds, they can pay for it. That's the whole business model, and it's between us and them.
What we are not, yet
We're a young company. The encryption is real and it's built into the framework instead of bolted on field by field. Two factor sign in is on. You choose who gets access and you can take it back.
We have not done a SOC 2 audit. When we do, it'll say so right here, with the date and the name of the firm. Until then we're not going to imply otherwise.
If that matters for your practice, say so and we'll keep you posted.