Resources

Everything, in one place

Whether you are working out whether Journey is right for your firm or already running on it, this page points at the thing you need.

Working out whether Journey fits

Most firms arrive here with a due-diligence question rather than a product one, so that comes first.

Security and trust

How your clients' data is isolated, who can reach it, what happens when AI is involved, and what we do not have yet. Written for the vendor assessment your own security plan requires.

Legal documents

Terms, privacy policy, the data processing addendum with our subprocessor list, software license, and the client data and compliance notice.

Pricing

What each plan costs, how many seats it includes, and what happens when you go over. Every feature is on every plan.

What Journey does

Client portal, document requests, e-signatures, recurring work, routing, and reporting, one feature at a time.

Already using Journey

Documentation

How every part of Journey works, including the automations that run without anyone pressing a button. Start with getting started if the firm is new.

Common questions

Short answers about the portal, document collection, e-signing, integrations, pricing and security.

About Journey

Press and media

Brand assets, imagery, quick facts, and a direct line for press enquiries.

Or just ask a person

If none of the above answers it, send us the question. We would rather answer properly than point you at a page that nearly covers it.

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