One product.
Priced by building size.
The same core COI workflow ships in every plan. Tiers scale with your building — units, seats, retention, and support — billed annually. Contractors never pay. Start with a free 14-day trial — no credit card required.
Small buildings and townhouse conversions.
- 3 staff seats
- 1-year audit log
- Email support
- Full COI workflow (see below)
The typical NYC mid-rise or co-op.
- 6 staff seats
- 3-year audit log
- Email + chat support
- Full COI workflow (see below)
Larger co-ops, condos, and rentals.
- 12 staff seats
- 7-year audit log
- Priority chat + phone
- Full COI workflow (see below)
Managing agents and multi-building portfolios.
- Unlimited seats
- Unlimited retention
- Named CSM + SLA
- Full COI workflow (see below)
In every plan, from Essential to Portfolio
The day-to-day COI workflow is identical for a 12-unit walk-up and a 600-unit portfolio. You pay more only as your building gets bigger, gets more seats, or needs deeper capability from the modules below.
- Unlimited COI submissions
- AI line-by-line audit
- Approval codes + QR verification
- 30-day code expiration
- Indemnity letter e-signing
- Custom building requirements
- Manual-review workflow
- Sample documents on building page
- Email notifications
- Team roles & permissions
- Contractor network + W-9 vault
- Door-staff verification app
What actually changes between tiers
Scale, retention, and advanced modules. The COI workflow itself is the same in every row.
| Feature | Essential | Standard | Professional | Portfolio |
|---|---|---|---|---|
| Units covered | Up to 100 | Up to 200 | Up to 400 | Unlimited |
| Buildings | 1 | 1 | Up to 3 | Unlimited |
| Staff seats | 3 | 6 | 12 | Unlimited |
| Audit log retention | 1 year | 3 years | 7 years | Unlimited |
| Support | Email + chat | Priority + phone | Named CSM + SLA | |
| Compliance analytics | Not available | Add-on | Add-on | Included |
| Bulk contractor invites | Not available | Add-on | Add-on | Included |
| Uptime SLA (99.9%) | Not available | Not available | Add-on | Included |
| SSO / SAML | Not available | Not available | Not available | Included |
| Custom DPA & security review | Not available | Not available | Not available | Included |
Extend your plan when you need more
These modules aren't part of the core workflow — most buildings run happily without them. Attach to Standard or Professional, or get everything bundled on Portfolio.
Real-time compliance rate, expiration countdowns, trade mix, weekday heatmap, and indemnity completion across your building.
Upload your vendor roster, invite contractors to pre-verify W-9s and certificates, and track responses in one queue.
Named customer success manager, 4-hour business-day response, and 99.9% uptime SLA for door-staff verification.
We use the total number of residential and commercial units in the building — the same number on your offering plan or DHCR registration.
No. Contractors submit COIs for free. Pricing is billed to the building or managing agent.
The COI workflow is identical everywhere. Tiers differ in scale (units, buildings, seats), audit log retention, and access to optional modules like compliance analytics, bulk invites, and SLA. See the comparison table above.
Yes. Any add-on can be trialed for 30 days on Standard or Professional. If it's not pulling its weight, drop it at renewal with no penalty.
No setup fee on Essential, Standard, or Professional. Portfolio plans include a one-time onboarding for multi-building rollouts.
Yes — every plan starts with a free 14-day trial. No credit card required, and you can cancel before the trial ends at no cost.
Plans are billed annually so we can keep list prices flat year-round. If annual commitment doesn't work for your building, talk to sales and we'll find a fit.
We'll flag it before you hit the ceiling and move you to the next tier at renewal — no mid-term charges, no service interruption.
Not sure which tier fits?
Tell us the building and we'll send a quote within a day.