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Pricing

One price. Add seats as you hire.

A seat is a staff login. Pay for the first seat, then add seats as you hire. Clients, files, and portal users are unlimited.

Founding rate — first 100 firms to sign up by December 31, 2026

$20/mo off the first seat · $10/mo off extra seats

Promo code FOUNDING is applied automatically at checkout — nothing to enter. Founding prices last until December 2027, then list prices. Yearly plans get one founding year, then list.

Dossierly

30 days free

First staff user

Save $20/mo

$59/mo$79/mo

$590/yr

Then $79/mo after December 2027

Each extra seat

Save $10/mo

+$29/mo+$39/mo

+$290/yr

Then +$39/mo after December 2027

Start 30-day trial

A seat is a staff login. Clients on the portal do not take a seat.

On every seat

Included

  • Unlimited clients, files, and portal users
  • Questionnaire from the IMM forms on the file
  • IMM PDF fill, formatted to pass IRCC’s built-in validation
  • Custom contracts with e-signature

Integrations

  • Google Calendar or Outlook sync
  • Meet, Teams, or Zoom on booking
  • Square or Stripe payments
  • No cut on consultation payments

Security

  • Per-firm encryption — each org has its own key
  • TLS encryption in transit
  • No AI. Your data stays yours
  • Primary data stored in Canada

CAD, plus GST/HST/QST as applicable. Yearly billing: pay 10 months, get 2 months free.

How seats add up

Founding rates until December 2027. You pay for staff logins, not cases. Client portal access is free.

  1. 1 seat

    $59/mo$79/mo

    $590/yr

    Just you

  2. 2 seats

    $88/mo$118/mo

    $880/yr

    You and a colleague

  3. 3 seats

    $117/mo$157/mo

    $1,170/yr

    A team of three

Add a seat when you invite staff. The extra cost is prorated. Unused seats can drop at renewal.

How billing works

Do I pay anything to start?
No. The product is free for 30 days from when you create your firm, with no credit card. We email firm administrators before billing starts.
What happens when my trial ends?
If nobody subscribes within 30 days, the workspace becomes read-only. Everyone can still sign in, view files, and export or delete data, but creating and editing are blocked until someone subscribes. Nothing is deleted automatically: export a client as JSON or a file as a ZIP whenever you like, or ask us to delete your data.
What is a seat?
A seat is a staff login (owner, admin, or member). The first seat is the plan price. Each extra staff user is $39/mo. Clients using the portal do not need a seat. Inviting someone when you are out of seats bills the prorated difference after you confirm.
Do you meter clients or files?
No. Pricing is per firm staff user, not per case. Clients and files are unlimited.
Is there a yearly price?
Yes. Pay 10 months and get 2 months free. List yearly is $790/yr.
Who gets founding rates?
The first 100 firms to sign up by December 31, 2026. Subscribing later is fine: you keep the founding rate. Promo code FOUNDING is applied automatically at checkout, so there is nothing to enter — $59/mo for the first user and $29/mo per extra user — until December 2027, then list ($79/mo and $39/mo). Yearly plans get one founding year, then list.
What do later firms pay?
List prices (today, $79/mo for the first user and $39/mo per extra user). Dossierly may update list prices with at least 30 days’ notice to firm administrators.
What is an admin vs a member?
Admins manage workspace settings, invites, and the booking catalogue, and can destroy files once their retention period ends. Members work the shared records. Every member can access the firm’s files.
What currency is this?
Canadian dollars, plus GST/HST/QST as applicable. We do not take a percentage of Square or Stripe consultation payments. Their processing fees are charged by Square or Stripe directly to your firm’s own account.
Does Dossierly hold client funds?
No. Client payments go straight to your firm’s own Stripe or Square account. Dossierly never holds client money and does not do trust accounting.
Can you move my existing clients in?
Yes. Send us your client list as a CSV or spreadsheet and our team imports it for you at no charge, then helps you get started in a one-on-one onboarding call. Your data can leave just as easily — export any client as JSON, or any file as a ZIP, whenever you want.

Start your 30-day trial

Set up your firm workspace in minutes and see whether it fits how you already practice.

Start 30-day trialSign in

The full product from the day you create your firm. No credit card.