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Plans & Pricing

DocJacket offers simple per-seat pricing. Every user on your team gets a seat, and you can add or remove seats as your team changes.

What's included​

All paid plans include the full DocJacket feature set:

  • Unlimited transactions
  • AI contract extraction and task generation
  • Checklists and key date templates
  • Document management and DocDrop
  • Client portal
  • Email integration (Gmail and Outlook)
  • Calendar sync
  • Reports and pipeline view
  • Team management and roles

Free plan​

The free plan is a great way to try DocJacket before committing. It includes:

  • 3 active transactions, with AI contract extraction on them
  • Up to 2 team members
  • Unlimited intake forms and unlimited client & agent portals
  • Email automation, templates, and checklist templates

Upgrade to a paid plan for unlimited active transactions and AI extractions, SMS messaging, a custom domain, MCP access, and priority support.

Seats and team members​

DocJacket uses per-seat pricing — but not everyone you work with needs a paid seat. This is the most common point of confusion, so here's how it works:

  • A seat is a team member who logs in to run transactions — you, your coordinators, an assistant. On the free plan you get up to 2 team members at no cost; on a paid plan, each active team member is a seat.
  • You only pay for active seats. Add or remove seats anytime from Settings → Team Members, and billing adjusts automatically.
  • Portal guests are always free. The clients and agents you share a portal link with do not count as seats — no matter how many.

So "is adding an agent free?" depends on how you add them:

  • As a portal recipient (you just want to give the agent visibility into their deals) → always free. Invite them to the Client Portal.
  • As a logged-in team member (they'll work inside DocJacket) → they use one of your free team-member slots on the free plan, or a paid seat on a paid plan.

See Understanding Roles for what each team member can do.

Current pricing​

Visit docjacket.com/pricing for current per-seat rates and plan options — including early-bird pricing while it's available.

Early-bird pricing​

If you signed up during the early-bird period, your locked-in rate stays the same for as long as you maintain your subscription. This rate is grandfathered and won't increase.