Start free. Pay when your team puts it to work.

Store, send, receive, share, and download documents for free. Teams pay for seats, optional workflow add-ons, and active client workspaces.

Free / Family

$0

The essentials for storing and exchanging documents, with no subscription required.

Store documents securely

Send, receive, and share files

Download whenever you need

Teams · Most popular

Teams

$20 / Month / User

A per-user plan for firms, with pricing that scales only when client workspaces are active.

Per-user team access

Optional AI add-on

15 active client workspaces included, then usage pricing

Enterprise

Custom

For larger firms that need tailored governance, migration, support, and volume terms.

Everything in Teams

Custom active-workspace volume terms

SSO, policies, and guided migration

Enterprise

Custom

For larger firms that need tailored governance, migration, support, and volume terms.

Everything in Teams

Custom active-workspace volume terms

SSO, policies, and guided migration

An active client workspace is one where documents were sent, received, or downloaded during the last 30 days. You only pay for client workspaces that were actually used.

Built for ownership, not another inbox.

Built for ownership, not another inbox.

See how Literal compares when security, workflow, and long-term access all matter.

See how Literal compares when security, workflow, and long-term access all matter.

For Advisors

For Advisors

Capability

Literal

DocuSign

ShareFile

FutureVault

End-to-end encrypted, vendor blind

Yes

Always

Always

Always

Breach exposes client files

No

Yes

Yes

Yes

Requests, forms, eSignature

Included

Signature first

Add-on

via Docusign

Identify and document verification

Built-in

ID add-in

No

No

Doc already in client's vault

Instant Collection

Re-request

Re-request

Re-request

Templates

Request, sign, file

Sign only

Files only

Files only

Beneficiary handoff

Executes on death

No

No

No

Literal

Vendor-blind end-to-end encryption · A breach does not expose client files.

Requests, forms, eSignature, and identity verification built in.

Instant collection from the client vault · Request, sign, and file templates.

Beneficiary handoff executes on death.

DocuSign

Every request starts from zero, even for a document the client sent you last quarter. Templates sign and export, so the collecting, chasing, and filing are all still yours.

ShareFile

Every request is a fresh ask, with nothing reusable from what the client already handed over. No verified identity, so the same details get typed again on every form.

FutureVault

Signing means a handoff out to DocuSign and back. There is no verified identity to reuse, templates are folders, and the estate work stops at planning.

For Families

For Families

Capability

Literal

Cloud Drive

1Password

Everplans

Provider can read your files

No

Yes

No

Yes

Handoff when you die

On verified death

After inactivity

Printed kit

On death

Send a doc to a bank or advisor

Built in

Email it

No

No

ID verified once, fills forms

Yes

No

No

No

Share one file, revoke later

Yes

Link only

No

Deputy level

Institutions request from you

Yes

No

No

No

Literal

Instant collection from your vault · Requests fill themselves

Requests, forms, and identity verification built in

Share one file · Take access back anytime

Beneficiary handoff executes on verified death

Cloud Drive

Every institution that asks gets a fresh upload and a link you cannot take back. Nothing fills a form, nothing gets signed, and nobody inherits it cleanly.

1Password

Built for passwords, never for the deed, the policy, or the will. Nothing here fills a form, signs a document, or sends anything to your advisors.

Everplans

It holds what you upload and does nothing further with it. No signing, no forms that fill themselves, and no way to answer an institution that asks.

Take control of everything that's yours.

Start with the documents you'd hate to lose. Sealed in minutes, findable forever.

Take control of everything that's yours.

Start with the documents you'd hate to lose. Sealed in minutes, findable forever.

Take control of everything that's yours.

Start with the documents you'd hate to lose. Sealed in minutes, findable forever.