Organizations & Org Settings, explained
Every Ledgerlot account belongs to exactly one Organization — the billing and membership unit everything else hangs off. You get one automatically the moment you sign up; you never have to create it yourself.
What's an Organization?
An Organization owns your subscription/usage, your team's members and roles, your branding (logo, sender name on outgoing emails), your custom document templates, and your API keys and webhooks. Every folder and document belongs to one Organization.
Personal vs. Business
Every Organization is one of two types, decided automatically by how you sign up:
- Personal — created automatically for every new account. Pay-as-you-go at $2.00/document, up to 30/month, no subscription and no monthly minimum. Meant for a solo agent working their own deals. Prefer a flat monthly rate instead? Upgrade to Personal Pro ($9.99/month) for unlimited exports, up to 100 documents/month, and 7-year retention.
- Business — for a team. Billed per seat on a progressive scale, from $30/seat/month down to an $18/seat/month floor as the team grows (matching dotloop's own pricing at each end — like a tax bracket, only seats past each threshold bill at the next rate, so adding a seat never raises your existing seats' cost), starts with a 7-day free trial, and adds org-wide branding on outgoing emails, an included REST API, and webhooks for CRM/automation integrations. Every plan includes 7-year document retention by default, extendable up to Lifetime for a small per-seat add-on.
What's Org Settings?
Org Settings is your Organization's settings hub — the "Org Settings" link in the nav takes you there (Business accounts only; a Personal account manages its own billing from Settings instead). It's where you manage:
- Members — who's on the team and their role.
- Billing — plan, seat count, and trial/subscription status.
- Templates — your organization's reusable custom PDF templates.
- Branding — logo and sender identity used on outgoing signature/notification emails.
- API & Webhooks — API keys and event subscriptions for CRM/automation integrations.
- Receipts — a record of what you've been billed for.