The engine, the form library, and compliance updates. You choose where your data lives.
Three Deployment Modes
Same engine, same form library, same features. You choose where your data lives.
Dossier Cloud Default
Dossier Cloud
Document engine + form library + expression engine
Client data (encrypted at rest, tenant-isolated)
Case data, filings, filled PDFs
Compliance updates, admin UI, integrations
Everything in one place. No infrastructure to manage. SOC 2 compliant.
Dossier Vault Hybrid
Dossier Cloud
Document engine
Form library
Expression engine
Compliance updates
Forms + definitions sync down. Client data never stored on our servers.
Your Infrastructure
Client data at rest
Case files + filings
Attachments
Filled PDFs
Our engine processes your data on the fly but never stores it. Your database, your files, your servers. Docker container — five-minute setup.
Dossier Sovereign Full On-Prem
Your Infrastructure — Everything
Document engine + form library + expression engine
Client data, case files, filings, filled PDFs
Credit report pulls direct to bureau
All compute, all storage — nothing leaves your network
Total data sovereignty. Our servers never see your client data — not even transiently. Form definitions sync via a secure one-way channel. Integrations (client portal, email, calendar, e-filing) require your own infrastructure.
Plans
Pay per filing, not per seat. Each seat includes a monthly filing allowance. Additional filings billed per case. All plans include the full federal form library.
Most popular
Cloud
$39/seat/mo
Includes 15 filings/mo per seat. $29/seat billed annually.
*Sovereign: client portal, email, calendar, and e-filing integrations require your own infrastructure (SMTP, OAuth app, public endpoint).
Add-ons
Extend your plan as your practice grows.
Additional form verticals
Immigration, insurance, tax — coming soon
$29/mo each
Client self-service portal
Shareable intake links for client data entry
$39/mo
AI-guided intake & screening
AI chatbot collects client data and screens for eligibility before the first meeting
$29/mo
Calendar & email integration
Google Calendar / Outlook sync, SMTP email tied to cases
$19/mo
Frequently Asked Questions
Cloud: encrypted at rest in our SOC 2 compliant infrastructure. Vault: on your own servers — our engine processes requests on the fly but never stores your data. Sovereign: everything runs on your infrastructure — our servers never see your data, not even transiently.
All federal bankruptcy forms — 70+ forms across 4 chapters, individual and non-individual. We maintain compliance with form updates from the USCOURTS.
Monthly plans cancel anytime. Annual plans can be canceled at renewal. No long-term lock-in.
Vault keeps your data on your servers while our cloud handles the compute (PDF filling, expressions, bindings). Data passes through transiently but is never stored. Sovereign runs the entire engine on your infrastructure — nothing touches our servers at all. Vault is a Docker container with a five-minute setup. Sovereign includes the engine and requires your own infrastructure for integrations like client portal and email.
Immigration and insurance are in development. The engine is domain-agnostic — any PDF form domain works. Additional verticals are available as add-ons.