Limited Time Charter Customer Pricing

$249/ seat / month $399 list

Locked for 12 months from your first billing date.

SafeIdea is now admitting Charter Customers by application during our testing period. Your access may not be available immediately, but the Charter price is locked (for 12 months) for everyone who applies during this window. List price of $399 per seat per month applies when the program closes.

Compliance coverage

What a seat covers.

Use the AI of your choice, compliantly. Your cloud AI subscription sits where it already sits, on your existing relationship with whichever provider you chose.

Each seat covers the compliance stack below.

  1. 01

    The Masking EnginePatent pending

    Identifies confidential entities in documents and chat content, presents them for review and approval, and replaces them with stable masked placeholders before transmission to the cloud AI of your choice. Real names are restored locally when the response returns. The original never leaves.

  2. 02

    The three-scope Masking Dictionary

    Matter-Level (per matter), Local Cross-Matter (per attorney), and Firm (firm-scoped, built and maintained by the Firm Administrator). The boundary between scopes is deliberate; the firm sets the floor, the attorney exercises judgment above it.

  3. 03

    Compliance Receipts

    Signed, chained, tamper-evident PDFs you produce on demand for regulators, clients, malpractice carriers, or court. Capture who, when, and what kind of action was taken. Never capture the underlying content.

  4. 04

    Audited Session Records

    Immutable per-turn records of every interaction inside SafeIdea. The substrate Compliance Receipts reference.

  5. 05

    The SafeIdea Indexer (Dictionary-only mode)

    The Firm Administrator runs it against the firm's seed sources (Google Workspace, Salesforce, DocuSign, M365, Clio, CSV imports) to build and refresh the Firm Masking Dictionary. Full document indexing for a firm knowledge base is a separate professional-services engagement, not in the launch SKU.

  6. 06

    Admin console

    Seat assignment. The Firm Administrator assigns and reassigns the email address that uses each seat.

  7. 07

    Multi-LLM compatibility

    Works with Claude, ChatGPT, Gemini, Harvey, CoCounsel, Vincent, Legora, Irys, and Intapp. Your existing AI subscription, your existing workflow.

  8. 08

    The Clio ConnectorIntegration

    An integration with Clio Manage, included with every seat. Seeds Matter-Level Masking Dictionaries from your Clio matter and contact metadata. No privileged content moves through the integration.

Apply

Charter Customer application.

Tell us about your practice. We review applications and admit Charter Customers at our discretion. We do not request payment until you have been admitted.

Please enter your name.

Please enter your title.

Please enter a valid email address.

Please enter your firm name, or "Solo".

Enter all states where you are admitted. Comma-separated (e.g. PA, NJ, NY).

Please enter at least one state.

Please select a firm size.

Please select at least one practice area.

Please select your AI usage frequency.

Please select at least one option.

Please enter at least 1 seat.

Describe your general approach. Do not include client names, matter details, or other confidential client information.

Free text. Target around 500 characters; no hard limit.

0 / 500

Please share a brief answer.

Please read and agree to the Software License Agreement before submitting.

Please acknowledge the billing terms before submitting.

Application received

Thank you! Your application has been received.

We review on a rolling basis and respond by email. If you are admitted during the testing period, you will receive a payment link and a download link in the same message.

If the program opens to all before we admit you individually, you will receive an admission email then. Either way, your Charter Customer pricing is locked for 12 months from your first billing date.

Common questions

Pricing questions.

What does this cost?

Charter Customer pricing is $249 per seat per month, locked for your first 12 months from first billing. List price when the Charter Customer program closes is $399 per seat per month, or $359 per seat per month on annual prepay (10% off, $4,308 per year). One SKU, one per-seat price, no package tiers.

SafeIdea does not mark up AI inference. Your AI subscription costs sit where they already sit.

What is the money-back guarantee?

30 days on all purchases. If SafeIdea is not the right fit within the first 30 days of first billing, we refund.

Do I need to switch from the AI I already use?

No. SafeIdea works with Claude, ChatGPT, Gemini, and legal-specific platforms like Harvey, CoCounsel, Vincent, Legora, and Irys. You keep your existing subscription and your existing workflow. SafeIdea sits between you and whatever AI you choose.