PRICING
One plan.
Your whole team.
A flat monthly price for your whole team. Every core feature included, with no per-user fees.
Everything in the plan
Every core feature below is included for every user in your workspace.
| Feature | Included |
|---|---|
| Orders & workflow | |
| Work queue across every open order | Included |
| Orders with property, parties, companies and vesting | Included |
| File types with their own default checklist | Included |
| Checklist templates and automationTask groups, smart due dates and conditional tasks | Included |
| Tasks page and teams | Included |
| Custom fields | Included |
| Contacts directory | Included |
| Duplicate orders, bulk actions and CSV export | Included |
| Automatic updates and remindersWith quiet hours and a daily digest | Included |
| Documents & e-signature | |
| Document folders and trash | Included |
| In-app document viewerPDF, images, Word preview, text and CSV | Included |
| Document versions | Included |
| PDF toolsOrganize, extract, split, combine and image to PDF | Included |
| Document templatesGenerate PDF and Word documents from order data | Included |
| Built-in e-signature with a certificate of completion | Included |
| Signing order, guest signers and teammates as signers | Included |
| In-person signing | Included |
| Signing templates, expiry and reminders | Included |
| Client portal | |
| Private portal link for each party, no account needed | Included |
| Closing stage, documents and signing in one place | Included |
| Document requests and uploads | Included |
| Shared closing figures and invoices | Included |
| Your logo and color on the portal, emails and PDFs | Included |
| Money & trust accounting | |
| Settlement statements with fees and prorations | Included |
| Lender CD balancing | Included |
| Seller net sheets | Included |
| Payoffs and earnest money | Included |
| Trust accountingReceipts, disbursements, checks and positive pay files | Included |
| Bank reconciliation | Included |
| Invoicing | Included |
| Secure wire instructionsCollected through the portal, encrypted and verified by callback | Included |
| Compliance | |
| OFAC screening with second-reviewer approval | Included |
| 1099-S records, copies and export | Included |
| FinCEN real estate reportingAssessment, client collection and worksheet | Included |
| Team & security | |
| Unlimited users | Included |
| Owner, Admin, Member and Viewer roles, plus custom roles | Included |
| Two-factor loginOwners can require it for the whole workspace | Included |
| Audit log | Included |
| Workspace isolation | Included |
| Encrypted tax IDs and wire details | Included |
| Reporting | |
| Reports with CSV export | Included |
| Activity history on every order | Included |
| Onboarding | |
| Free migration from another platform or spreadsheets | Included |
| On the roadmap | |
| Zutila AIAn assistant for questions and actions across your orders. Optional $500/month add-on. | Coming soon |
Pricing questions
Do you charge per user?
No. Zutila is $2,500 a month for your whole workspace, with unlimited users and every core feature included. The optional AI add-on is $500 more a month, also for your whole workspace.
How much is the AI add-on?
Zutila with AI is $3,000 a month: the $2,500 Zutila plan plus the $500 AI add-on. Zutila AI will answer questions and take action across your orders. AI is coming soon.
Is migration really free?
Yes. If you're moving from another platform or from spreadsheets, we'll help you bring your work into Zutila at no cost.
Can I see Zutila before I sign up?
Yes. Schedule a 30-minute demo and we'll walk you through orders, documents, signing, the client portal and closing money.