Which plan is right for me?
28-Apr-2026It depends on what you need to manage and who you serve:
- If you manage trademark portfolios internally or for clients and need a structured platform to run docketing, deadlines, and reporting — start with Base.
- If you work with clients who need visibility into their own portfolio — filings, status updates, documents — and you want that experience to feel like your own platform rather than a third-party tool, you need White-Label Edition.
- If you also issue invoices, manage billing, run proposals, or need a full revenue and cost view across your practice or portfolio — Finance Edition brings all of that into one place.
Not sure? Book a demo and we will walk through your specific setup and recommend the right starting point.