RecordSteward — Records-Ready. Review-Ready.
CAM Firm professional reviewing RecordSteward pricing and contract documentation at modern Florida office

Pricing That Fits Your Portfolio

Per-association pricing that scales with your firm.

Pricing That Fits Your Portfolio

RecordSteward is priced per association under management — the more associations your firm manages, the more the platform scales with you. Onboarding is priced separately in defined tiers based on the current state of your records.

What affects your price:

  • Number of associations in your portfolio
  • Current state of your records — straightforward digital handoffs versus legacy cleanup and migration
  • Whether you need jurisdiction profiles for associations in multiple states

Introductory pricing is available for founding cohort firms. Schedule a 30-minute call and we will walk through what pricing looks like for your specific portfolio.

What Every Plan Includes

Document library with upload and tagging
AI-assisted document classification and tagging
Required-document status visibility across your portfolio
Packet builder with template library
Gap detection before export
AI-generated packet summary for reviewers
Jurisdiction profiles (FL, WA, NJ, NY)
Immutable audit trail
Role-based team access (Admin, Staff, Board)
Concierge onboarding service
Weekly AI portfolio digest

Coming Soon

Legal Output Packets with Counsel Review

We're developing a premium service tier where RecordSteward-generated packets receive legal review from participating Florida attorneys, backed by a verifiable audit record. This gives lenders, insurers, and regulators confidence that the packet has been reviewed by a qualified attorney before submission. Contact us to learn more about our counsel partner program.

Talk to Us About Your Portfolio

Tell us how many associations you manage and we will walk you through what RecordSteward costs for your specific portfolio.