Retain Lite
Document management with custom classifications and retention policies.
$25/user/month
Billed annually · annual contract
- Document management
- Custom classifications
- Retention policies
Pricing
Simple plans for growing firms
Annual contracts with flexible payment. Choose to pay annually or monthly — same commitment, clear per-user pricing.
Save $5/user/month with annual payment
Retain Basic
All Lite features plus advanced PDF tools and integrations.
$35/user/month
Billed annually · annual contract
- All Lite features, plus:
- Advanced PDF editing tools and annotations
- All integrations
Retain Pro
All Lite and Basic features plus unlimited e-signatures and custom workflow routing.
$45/user/month
Billed annually · annual contract
- All Lite and Basic features, plus:
- Unlimited e-signatures
- Custom workflow routing sheets
All plans require an annual contract. Need a firm-wide rollout or custom onboarding? Talk with us.