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Memos This Month
0
Total Memos
0
Client Matters
0
Unique matters on file
Team
1
Active members
Memo
Memo History
All memos generated by your firm, most recent first.
| Client / Matter | Type | Transaction | Generated | By | |
|---|---|---|---|---|---|
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Firm Branding
Customize how your firm appears on generated memos.
Firm Logo
Upload your firm's logo for memo letterheads.
Click to upload or drag and drop · PNG, SVG up to 2MB
Firm Name & Contact
Appears on every memo letterhead.
Accent Color
Used on memo headers and section titles.
Preview
Your Firm
Estate & Trust Attorneys
CONFIDENTIAL
To: Client Name
From: Attorney Name, Esq.
Team Members
Manage who has access to Banker's Note at your firm.
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Billing & Plan
Manage your subscription and payment information.
Current Plan
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Choose a Plan
Solo
$59/month
1 user · Unlimited memos · Custom branding
Office
$119/month
Up to 3 users · Unlimited memos · Shared history
Firm
$249/month
Up to 8 users · Unlimited memos · Team dashboard
Enterprise (9+ users)? Contact us
Account Settings
Manage your profile and preferences.
Profile
Your name appears on every memo you generate.
Preferences
Email copy on send
Get a copy of each memo sent
Monthly summary
Usage digest each month
Product updates
New features and procedure changes