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 — one plan, monthly or annual (20% off). Pause anytime (data kept a year) and resume when you're back.