For firms
Firm workspace
Core Custody Note stays free during beta for every fee earner. Pro (£9.99/mo) unlocks managed cloud backup. Firm workspace adds seats, branding and shared templates on the desktop — contact us for multi-site roll-outs.
In the desktop app now
- Firm name and branding footer on this device
- Invite seats by email (local MVP — cloud seat billing later)
- Shared templates your team can reuse in notes
Open Settings → Licence → Firm workspace after installing Custody Note.
Multi-site pricing
Need volume Pro licences or a firm agreement? Email us with headcount and we will quote generous multi-site pricing while self-serve seats ship.