Three Paths Into the Folio Bay Workspace
From a single-seat solo drafting environment to a full multi-seat team workspace with custom clause infrastructure. Each option is designed around a specific kind of drafting operation.
Back to HomeStart With a Defined Scope
Each plan has a clear feature set and a clear price. No feature add-ons buried in fine print — what's listed is what's included.
Onboarding Is Part of Every Plan
Documentation, walkthroughs, or live sessions — depending on the plan. Setup is structured, not left to the user to figure out from a knowledge base.
Engagements Can Be Combined
The Custom Clause Library Setup works alongside either the Solo or Team plan. It's a standalone engagement, not a plan upgrade.
Solo Drafter Plan
A single-seat plan including the structured editor, basic clause library, comment-thread support, and standard exports to Word and PDF. Includes onboarding documentation and a recorded walkthrough. Designed for small teams or independent practitioners maintaining a personal drafting environment without group collaboration features.
What's Included
- Structured outline editor with persistent hierarchy panel
- Basic clause library — access and pull into drafts
- Comment-thread support within documents
- Standard Word (.docx) and PDF export
- Onboarding documentation (written)
- Recorded product walkthrough
Getting Started
- 01. Contact Folio Bay to confirm seat requirements
- 02. Receive access credentials and onboarding documentation
- 03. Watch the recorded walkthrough at your own pace
- 04. Begin drafting in the structured editor
Team Workspace Plan
PopularA multi-seat plan covering shared workspaces, role-based permissions, an extended clause library with versioning, integration endpoints for common storage systems, audit-trail exports, and admin reporting. Includes implementation hours, an onboarding session for the team, and a quarterly check-in with a customer-success contact.
What's Included
- Everything in the Solo Drafter Plan
- Shared multi-seat workspaces
- Role-based permissions (drafter, reviewer, approver, admin)
- Extended clause library with versioning and cross-document tracking
- Integration endpoints for storage and identity systems
- Audit-trail exports in structured format
- Admin reporting dashboard
- Implementation hours included
- Live team onboarding session
- Quarterly check-in with customer-success contact
Implementation Steps
- 01. Initial scoping call to confirm seat count and environment requirements
- 02. Workspace configuration and role assignment
- 03. Integration setup with your storage and identity systems
- 04. Live onboarding session for the team
- 05. Quarterly check-in scheduled for the year ahead
Custom Clause Library Setup
A focused engagement to build the buyer's own clause library inside the workspace — taxonomy, naming conventions, drafting guidance, and approval rules. Includes content sessions with the buyer's drafting team, configuration in the workspace, and a maintenance handover document with suggested review cadences.
Engagement Scope
- Content sessions with your drafting team
- Clause taxonomy and naming convention design
- Drafting guidance written per clause
- Approval rule configuration in the workspace
- Maintenance handover document with review cadences
Engagement Steps
- 01. Review session to understand your existing clause inventory and document types
- 02. Taxonomy and naming convention proposal
- 03. Content sessions with your drafting team to write and verify clause entries
- 04. Configuration and approval rule setup in the workspace
- 05. Handover session and maintenance document delivery
Which Option Fits Your Situation
| Feature | Solo Drafter | Team Workspace | Clause Setup |
|---|---|---|---|
| Structured outline editor | Requires plan | ||
| Basic clause library | Requires plan | ||
| Extended clause library + versioning | Requires plan | ||
| Multi-seat shared workspaces | |||
| Role-based permissions | |||
| Integration endpoints | |||
| Audit-trail exports | |||
| Custom clause taxonomy & approval rules | |||
| Best for... | Solo practitioners | Drafting teams | Clause standardisation |
Shared Across All Plans
Encryption at Rest and in Transit
All document data and clause content is encrypted in storage and during transmission. Access is scoped to role and workspace assignment.
User Authentication Controls
Workspace access is tied to authenticated identity. The Team plan supports identity provider integration for SSO and centralised access management.
Immutable Audit Logs
Activity logs cannot be edited or deleted by workspace users. Logs are timestamped and attributed to specific user actions.
Documented Integration Compatibility
Integration endpoints are tested against specific versions of supported systems. Compatibility notes are published in the product documentation.
Structured Onboarding for Every Plan
No plan is delivered without onboarding resources. The format varies by plan, but the coverage is complete for the features included.
Consistent Document Model Across Plans
The structured document model — sections, sub-sections, clauses as first-class objects — is identical across all plans. Solo drafts are portable to a Team environment.
Transparent Pricing in HKD
Solo Drafter Plan
- Structured editor
- Basic clause library
- Comment threads
- Word & PDF export
- Onboarding documentation
- Recorded walkthrough
Team Workspace Plan
- Everything in Solo
- Multi-seat shared workspaces
- Role-based permissions
- Extended clause library + versioning
- Integration endpoints
- Audit-trail exports
- Quarterly check-ins
Custom Clause Library
- Content sessions with your team
- Clause taxonomy design
- Drafting guidance per clause
- Approval rule configuration
- Maintenance handover document
All prices in HKD. Contact Folio Bay for seat-count-specific or multi-environment pricing.
Not Sure Which Plan Fits?
Contact us and describe your team size and document types. We'll advise on which plan makes sense — and whether the Clause Library Setup would add value alongside it.
Get in Touch