ChaseDocs
Team, branding and billing
The account-level settings: who's in your firm, what your clients see, and what you pay.
Inviting your team
Under Settings → Team, invite colleagues by email address. They get a link, set a password, and land in your organisation — they don't create a separate account or firm.
Three roles:
| Role | Can do |
|---|---|
| Owner | Everything, including billing. The person who signed the firm up. |
| Admin | Everything day-to-day, plus branding, storage, team invites and billing. |
| Member | The actual work: build, send, chase and review requests. Can't change firm settings, delete requests, or touch billing. |
Invites expire, so a stale one in an old inbox doesn't stay live forever. Re-invite if someone misses it.
Seats
Your plan sets how many people can hold a seat — see the table below. A pending invite holds a seat from the moment you send it, so if you're at the limit, revoke an outstanding invite to free one up. Settings → Team shows seats used against your allowance.
Re-sending an invite to someone already invited replaces the old one rather than taking a second seat.
Member is the right default for most staff. Deleting a request destroys a client record, which is why it's restricted to owners and admins — cancelling a request, the thing you actually need when a client drops out, is available to everyone.
Branding the client portal
Under Settings → Branding, upload your logo and set an accent colour. Both appear on the page your client opens, so the request reads as coming from your firm rather than from a tool they've never heard of. There's a live preview of the portal header as you edit.
Available on Team and Firm plans, and during the free trial. On Solo the portal shows your firm's name with standard ChaseDocs styling.
Keep the logo simple and high-contrast — it renders small, on a phone, often in daylight. A wordmark usually beats a detailed crest.
Plans and billing
Everyone starts on a 14-day free trial with every feature unlocked and a cap of 50 active requests. No card to begin.
Plans are billed in USD by card, monthly, through Polar — our merchant of record, which also handles invoices and any applicable tax. Manage the subscription, card and invoices from Billing in the app; that opens the payment portal directly. Billing is owner and admin only.
Current prices and limits are on the pricing section and in Billing in the app — the app is the authority if the two ever disagree.
What the plans change
| Feature | Solo | Team | Firm |
|---|---|---|---|
| Requests, templates, reminders | Yes | Yes | Yes |
| Group requests | Yes | Yes | Yes |
| Document check incl. expiry rule | Yes | Yes | Yes |
| AI auto-naming | Yes | Yes | Yes |
| Bring-your-own cloud storage | Yes | Yes | Yes |
| Seats | 1 | 5 | Unlimited |
| Custom portal branding | — | Yes | Yes |
| Audit log | — | — | Yes |
Plans differ on size, not on capability. Group requests, the full AI document check and bring-your-own storage are on every plan — they're the point of the product, and gating them would gate the job itself. What a bigger plan buys you is more people at a time, more seats, and custom branding.
When the trial ends
Your data stays put. You'll be blocked from sending new requests until you pick a plan, but nothing already sent is interrupted and nothing is deleted. Files in your own connected storage were never ours to remove.
The audit log
On the Firm plan, Audit log records who did what and when — requests sent, documents accepted, invites issued, storage connected. Useful when a regulator, a client, or a colleague asks what happened to a particular file.
Entries record actions and identifiers, never document contents.
Still stuck? Email dev@inpresencelab.com and a human will answer.