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DocJacket
Casey Spaulding8331 Choctaw TrailKissimmee, FL 34747(407) 201-9147hello@docjacket.com
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Frequently Asked Questions
Straight answers.
No runaround.
Everything you need to know about DocJacket — organized by what you're actually wondering.
I have questions about your product...
Upload a contract. AI reads it, builds the timeline, organizes emails, drafts communication, and flags what needs attention. You review and approve. That’s the whole idea.
Traditional tools make you re-type what’s already in the contract. DocJacket reads it for you. You’re not tracking work — you’re approving work that’s already been prepared.
Never. AI drafts emails and texts, but nothing goes out without your approval. Human-in-the-loop by design.
Upload a contract. Connect your email. Your timeline builds automatically. Under five minutes.
Yes — built right in. Create custom intake forms for clients or agents without needing Zapier, Typeform, or any third-party tool. Collect transaction details upfront and keep everything inside DocJacket.
I have questions about your company...
We launched DocJacket in 2025 and have been improving it daily ever since. Running a sane, sustainable business is part of our commitment to you.
DocJacket is bootstrapped, has zero debt, is privately held, and is built to stay — not exit. The product was built by a 21-year Navy veteran, shaped by real TC feedback from people actually using it — not guesswork from a conference room.
You can email the founder directly at casey@docjacket.com. No assistant. No ticket queue. You'll hear back from the person who built it.
DocJacket is bootstrapped, has zero debt, is privately held, and is built to stay — not exit. The product was built by a 21-year Navy veteran, shaped by real TC feedback from people actually using it — not guesswork from a conference room.
You can email the founder directly at casey@docjacket.com. No assistant. No ticket queue. You'll hear back from the person who built it.
We’re bootstrapped. No VC, no board, nobody can "sunset" your product because the growth metrics didn’t hit some arbitrary target. That’s how most software dies — not ours.
Absolutely. Casey Spaulding is available at casey@docjacket.com. Please do reach out — you'll hear from him directly.
If DocJacket isn't working for you in the first 30 days, email me and I'll refund you. I'd rather you be happy somewhere else than unhappy here. Reach me at casey@docjacket.com.
I have questions about pricing...
Start free — no credit card. Your first 2 transactions are free. Pro is $15/seat/month for our first 50 customers — locked in forever. After that, $29/seat/month for new signups. Unlimited transactions, unlimited agents you serve, unlimited clients. No contracts. Cancel anytime.
You stop paying. Your account stays active through the end of your billing period. Your data remains accessible for 90 days after cancellation so you can export everything you need. No exit fees. No retention call.
Yes. Free setup, free training, and a free onboarding call. Minutes, not weeks.
I have questions about security and our data...
All data is encrypted in transit and at rest. DocJacket runs on enterprise-grade cloud infrastructure in the United States. You control access and can disconnect integrations anytime.
Yes. Your data is stored with automated backups and geo-redundant storage. We don’t cut corners here.
Absolutely. You can export your transactions, contacts, and documents to CSV anytime. It’s self-service — no ticket, no permission, no guilt trip. Your data is yours.
I have questions about compliance...
DocJacket is a coordination tool — it doesn’t practice real estate. TCs use it to organize, prepare, and coordinate under the direction of a licensed agent or broker. All contracts must be reviewed and signed by a licensed agent. Licensing requirements vary by state, and you’re responsible for ensuring compliance with local regulations.
I have other questions...
Yes. You can sign up for free and run your first transaction at no cost — no credit card required. Or if you'd like a walkthrough first, set up a time with us on our contact page.
Yes. Those handle signatures and compliance. DocJacket handles the coordination — timelines, reminders, follow-ups. Run the transaction in DocJacket, upload finals to your broker tools.
No. Your CRM manages relationships. DocJacket manages the transaction once there is one.
Gmail and Outlook. Connect directly and AI sorts emails into transactions automatically. Or use a forwarding address — no broker access required.
Yes. Built for TCs who coordinate across agents, offices, and states.
Yes. You only pay for coordinators who log in to run transactions — add or remove them and billing adjusts automatically. The agents you serve use the free Agent Portal, and clients use the free Client Portal. No fees for either.