Pricing built for firms managing corporate records at scale.
Portfolio Licensing gives law firms and accounting practices a firm-managed workspace with 50, 200, or 500 client corporations, volume pricing, and priority onboarding. Foundation and Professional are self-serve, monthly or annual. Institution is sized with our team.
Every client corporation under one firm license with portfolio controls.
Share certificates verified on pages that carry your firm’s brand.
Partners, paralegals, and clients see only what they should.
Structured migration and setup for your existing client portfolio.
Pricing that scales with your practice.
Three tiers sized for emerging, established, and multi-office firms. All plans include the full governance and compliance platform.
All Portfolio plans include the same features. The only differences are capacity (corporations and internal users) and, on Institution, a custom domain and full white-label.
For emerging firms standardizing client corporate record management.
Plan capacity
- Up to 50 client corporations
- Up to 10 internal users
- Standard onboarding
- Standard support
Includes the full Portfolio feature set
- Firm-managed workspace with practice dashboard
- Multi-tenant client portals (clients log in to their own scoped corp)
- White-label branding (firm logo on dashboard & PDFs)
- Centralized firm billing across all clients
- Bulk operations across client books
- Branded verification pages on every client certificate
- Cap table, scenarios, options, warrants, SAFE notes per client corp
- Compliance task automation and reminders
- Compliance Dossier exports
- Role-based access controls
- Portfolio-level 2FA enforcement
- Document version history with audit tracking
- 7-year activity audit log retention
For established firms managing active corporate governance portfolios.
Plan capacity
- Up to 200 client corporations
- Up to 30 internal users
- Priority onboarding
- Priority support
Same features as Foundation
- Every Portfolio capability above. Same features, more capacity
- Priority support response times
- Faster onboarding and migration assistance
For multi-office firms and high-volume governance practices that need fully-branded client surfaces.
Plan capacity
- Up to 500 client corporations
- Up to 75 internal users
- Dedicated onboarding and migration support
- Priority support and account management
Same features as Professional, plus
- Custom domain: clients access at
corp.yourfirm.com - Full white-label: no Octelligence marks anywhere
- Dedicated migration specialist
- Named account manager
- Priority feature requests
Not a firm? Looking at this for your own portfolio of corporations? See individual pricing. Scale covers up to 25 corporations under one organization.
All Portfolio plans are available monthly or annually. Foundation and Professional are self-serve. Institution is sized with our team. Prices in USD. Pricing may vary by jurisdiction.
Records that survive changes in advisor.
Corporate records stay structured and defensible even when the firm–client relationship changes. This protects your clients and protects your firm.
Governance history, audit logs, certificates, and registers stay preserved. No silent data loss. No broken verification links.
If a client moves to another firm, their corporation can be transferred intact, with full document history and audit trail preserved.
If a client chooses to manage records independently, they may subscribe directly and retain access to their structured digital minute book.
Common questions
A 15-minute call is enough to identify the right tier, answer questions, and outline onboarding for your client portfolio.