Most Popular Edition


Ideal for small to medium-sized organizations that need a robust, scalable document management solution, including email management and customization features.


Ideal for small businesses that need basic folder-based organization for document management.


Ideal for organizations with 50 or more users and/or complex implementation requirements.

The Leading Document & Email Management Service

Basic Pro+
Basic Pro+

Document & Email Management Features

Cabinet and Folder Structure Organization Basic Pro+
Enterprise Full Text Search Basic Pro+
Search Analysis Basic Pro+
Document Versioning Basic Pro+
Document permissions and customizable user access Basic Pro+
MS Office and Adobe Integrations Basic Pro+
24x7 Phone and Web Support Basic Pro+
Outlook integration for Email Management Basic Pro+
Client, Matter, or Project Centric Workspaces Basic Pro+
Records Management and Retention Policies Basic Pro+
Customizable Meta Data Tagging and Profile Fields Basic Pro+
Basic Pro+

Security & Compliance Features

Data Encryption Across Federally Regulated Datacenters Basic Pro+
Disaster Recovery and Business Continuity Basic Pro+
SEC, FINRA, and HIPAA Compliance Basic Pro+
Advanced Security Rights Basic Pro+
Administrative Reporting Basic Pro+
WORM Storage Basic Pro+
Third Party Downloader Addendum Basic Pro+
Basic Pro+

Mobility & Collaboration Features

Access from Any Web-enabled Device Basic Pro+
Native Mobile App Basic Pro+
WebDAV Compatibility Basic Pro+
Secure Document Delivery Basic Pro+
ShareSpaces for Secure Ongoing Client Collaboration Basic Pro+
Extranet Service Basic Pro+

Check out our expanded Features List document to learn more »