Click "Create free account" — sign up with email/password, or continue with Google or Microsoft
First time with Google/Microsoft? You'll name your workspace, then you're in
How do I sign in?
Just your email and password, or Google/Microsoft — no workspace name to remember
One workspace on that email → straight to your password
More than one workspace on that email → you'll be asked which one
Do I need a template before I can send something?
Yes — a template is a document with fields placed on it
Upload a PDF or Word doc — fields are suggested automatically
Or describe what you need to the AI assistant — it drafts one from scratch for you to review
Or start from a common template (NDA, offer letter, service agreement, waiver) — ready to customize
What plans are available?
Every workspace starts with a 60-day free trial — full access, no card required
Day 45: a payment method is required to keep sending (existing documents and account access stay untouched either way)
Starter, Business, Enterprise each step up your monthly envelope & AI allowance, document retention, and add-ons (bulk send, ID verification, custom branding)
Exact numbers and your trial status: Settings → Plan
What happens when my trial ends?
Card on file → auto-converts to a paid plan, card charged (price & date shown in Settings in advance; cancel anytime before then, no penalty)
No card → workspace pauses (not deleted) until you add one — add a card anytime to pick up exactly where you left off