DarkLion
For your whole firm

Make DarkLion yours.

Set your identity, bring your team, and organize your client work.

01 / FIRM IDENTITY

Your firm's details

Move teammates up or down to choose how clients see your team.

02 / YOUR MEMBERSHIP

Simple, firm-wide access.

$19 / month + $5 per staff member

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Active owners and staff count as seats. Pending invitations and client accounts do not. Staff changes are prorated.

Manage invoices, payment details, and cancellation in billing. Your existing records stay available if your subscription ends.

03 / YOUR PEOPLE

Invite a teammate

Manage your team and integrations →
04 / YOUR CLIENTS

Import your contacts

Bring relationships, people, and companies from a CSV. Existing emails are skipped. Importing never sends invitations.

05 / NOTIFICATIONS

Route uploaded documents

Select a staff member for each category. With no selection, active owners and administrators receive the notification.

06 / YOUR CLIENT BILLING

Connect your Stripe revenue

This connection reads your client invoices and subscriptions. It is separate from your DarkLion membership.

07 / DATA & DEPARTURE

Your firm owns its records.

Export your client directory and supported workspace records. Document files remain downloadable from their client records.

For full document transfer or account closure, submit a request from your account. Retention requirements apply.

08 / SERVICE STATUS

AI and connected services

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