Free request profile
Create your profile and choose the transaction type. No payment is required.
Account access
Create your request profile or open your Client Hub status page.
Your request profile is free. It gives you a request ID, intake path, quote status, document upload access, payment status, missing-item tracking, and Client Hub access. Your file becomes active only after you accept your written quote and complete the required payment step.
Open your Client Hub status page
Use the email and request/file ID connected to your file. For privacy, do not enter sensitive documents or financial details here. Use the approved Dropbox/File Request or secure upload route for private records.
Account workflow
How your request profile becomes an active file.
Intake submitted
Send property, closing, lender, party, language, and document details.
Quote ready
Review the written all-inclusive quote, file level, maximum, due dates, and payment schedule.
Active client
Accept the quote, complete payment, then continue through the Client Hub and lawyer review/signing path.
Law-firm account
Create a firm account and start law-firm support.
Law firms use a separate B2B flow for package intake, support agreements, billing, first-file submission, and Law Firm Hub access.
- Firm account creation is free
- Law-firm intake is free
- Payment starts only after approved support terms
- Per-file, monthly, and white-label options available
Law Firm Hub
Track firm files, billing, and monthly allowance.
The Law Firm Hub organizes active plan, billing status, files used this month, missing items, rush queue, and files ready for lawyer review.
Open Law Firm Hub
Mortgage partner account
Mortgage agents, lenders, and credit unions can start a partner workflow.
Use the mortgage partner path for recurring file support, borrower document checklists, missing-condition tracking, and client/lender handoff summaries.
Mortgage Hub
Open mortgage file tracking.
The Mortgage Hub organizes file status, missing documents, lender conditions, language-support requests, and handoff readiness.
Open Mortgage Hub