Settings & branding

Your name, license, logo, and colors flow to every surface — plus your plan.

Everything a client touches looks like your firm, not ours — and the plan is yours to pause or cancel anytime, with your data safe and exportable.

Set your business profile: name, license, logo, color palette, and SOP language.

Your branding flows to the report, the PDF, and your website automatically.

Manage your subscription: monthly, or annual at 20% off. Pause any time: a pause of up to 3 months keeps your price, and we keep your data for a year.