After 14 days, you'll pick a paid plan that fits your workflow. If you don't upgrade, your account will pause — no surprise charges. We'll save your data for 30 days so you can pick up where you left off.

Yes. We offer a 30-day money-back guarantee on your first paid month. If DocJacket doesn't save you time or improve your workflow, we'll refund your payment — no questions asked.

Paperless Pipeline is a checklist and document management tool. DocJacket is an AI-powered assistant that does the work for you. • Paperless Pipeline: You build checklists manually, track deadlines yourself, organize documents by hand. • DocJacket: AI reads your contract, builds the timeline, organizes emails, drafts communication, and flags updates automatically. DocJacket is built for professionals who want to review and approve — not do data entry.

DocJacket is an AI-powered transaction management platform that prepares your contract-to-close work for you. AI reads the contract, builds timelines, organizes emails, drafts communication, and flags updates — you just review and approve.

Traditional tools track work. DocJacket prepares the work. Instead of typing data, building timelines, or digging through your inbox, AI does the prep — you stay in control of final decisions.

Yes. DocJacket handles the coordination. Your broker tools handle signatures and compliance. Run the transaction in DocJacket → Upload the final docs to Dotloop/SkySlope.

No. DocJacket uses Email Intelligence to detect updates from: • Agents • Clients • Lenders • Title • MLS systems • Broker platforms No API keys. No permissions. No setup headaches.

Yes. It's built for agents, assistants, and TCs who handle deals across multiple teams, offices, or states. Client + agent portals are included and free.

No. DocJacket includes a lightweight contact hub for coordination — not sales. If you use Follow Up Boss, Command, LionDesk, etc., DocJacket complements them.

No. AI drafts emails and texts, but you approve every message. Human-in-the-loop by design.

Two options: 1. Gmail / Outlook connection AI sorts emails automatically and organizes them into transactions. 2. Forwarding address Forward deal-related emails and DocJacket organizes everything for you. No broker access required.

Yes. All data is encrypted in transit and at rest on SOC-2 certified infrastructure. You control access and can disconnect integrations anytime.

Under 5 minutes. Upload a contract → Connect your email → Your timeline builds automatically.

• Agents • Assistants • Transaction Coordinators • Small real estate teams • Multi-agent operations Anyone managing contract-to-close workflows will benefit.

Try all features free for 14 days — no credit card required. Then $39/mo for full access — unlimited transactions, unlimited team members, all features included. No tiers. No per-user fees. No contracts. 30-day money-back guarantee.

Yes. Free setup, free training, and a free 30-minute onboarding call.

Yes. Every plan includes unlimited team members — add admins, assistants, coordinators, and support staff at no extra cost. Client guests are always free.

If you join DocJacket during our Launch / Early Adopter period, your plan price is locked in. That means: • You keep the same monthly rate • Your price won't increase over time • Improvements, updates, and new features won't affect your base price As long as your subscription stays active, we won't raise the price on your plan.

Early adopter pricing is available to a limited number of early customers during our launch period. If you sign up while early adopter pricing is shown on the site and begin a paid subscription, your account is automatically grandfathered at that rate. No codes. No fine print.

We may introduce new plans or adjust pricing for new customers as DocJacket grows. However, existing early adopters keep their original plan price as long as their subscription remains active.

The price lock applies to your base subscription (Professional or Team plan). If we introduce optional add-ons in the future (for example, additional AI usage, premium automation packs, or advanced services), those may be priced separately. You'll always be in control of whether you add them.

If a subscription is canceled and later restarted, it will be reactivated at the current pricing at that time. To keep your early adopter price, simply keep your subscription active.

We're building DocJacket for professionals who rely on it every day. We don't believe in surprise price increases or forcing long-time customers into new plans. If you help us grow early, we think it's fair that you keep the rate you signed up for.

Yes. Just like a law firm uses paralegals to prepare legal documents under an attorney's supervision, real estate teams use Transaction Coordinators (TCs) to prepare and organize paperwork under the direction of a licensed agent or broker. DocJacket empowers TCs with automation — while keeping licensed agents in control of review and execution. This ensures full compliance with real estate law while making transactions faster, more accurate, and easier to scale.

Unlicensed TCs can: • Send intake forms to clients • Upload forms (on behalf of a licensed agent or broker) • Auto-fill documents with client-submitted info • Organize and prep files for review But they cannot: • Draft new contracts • Execute agreements • Provide legal or real estate advice All final contracts must be reviewed and signed by a licensed agent.

If your TC is licensed in your state, they can legally: • Prepare and send contracts • Execute documents • Act with greater independence Many brokerages choose to work with licensed TCs for this reason.

Only someone with the legal right to use the forms — typically a broker or agent who is a member of a state or local real estate association — should upload forms into DocJacket. This ensures compliance with association licensing rules.

Only within your own organization or brokerage. DocJacket allows internal sharing (like broker → agents or team TCs), but uploaded forms cannot be distributed outside your team or reused across unaffiliated offices.

No — DocJacket is a software tool, not a legal or real estate service. You are responsible for: • Ensuring your use complies with local real estate laws • Using legally licensed forms • Reviewing all documents before sending or signing