Advisor rooms (beta)

What it is

An advisor room lets an outside advisor see one deal: only the documents you share with them, until the access expires. They never see your other deals or anything else in your workspace, and every view is in the deal's access log. Advisors are never charged and never count as seats.

To invite someone, open the deal and click Invite an advisor on its Advisors card.

Pricing

• Team: included, with up to 15 advisors at once.
• Usage: a $80/month add-on, with up to 5 advisors at once.

Org owners and admins can add it from AI Usage & Billing, a deal's Advisors card or the pricing page. It goes on your existing subscription when you have one, so it's on the same invoice; remove it from AI Usage & Billing. If you upgrade to Team, the add-on is canceled for you with a prorated credit, and advisor rooms stay on.

If a renewal payment fails, advisors keep access while the payment is being retried; update your card under Manage billing so it goes through. If the retries fail, or the add-on is canceled or expires, advisors lose access right away; there is no grace period. Their invitations are kept, and renewing before an invitation expires gives that advisor access again. See Plans and pricing or the pricing page.