You give a firm name, your name, an email and a password, and you get your own workspace. Nobody else can read it, and that separation is enforced, not a filter someone could forget.
It starts with a project already in it: one machine with its real document requirements, and one check waiting on evidence. That is day one of an actual job — the package knows everything it will need and holds none of it — because an empty workspace teaches nothing.
Team members are unlimited for the whole trial and afterwards. Add your office, your field crews, your subcontractors and the owner. Per-seat pricing quietly decides who gets an account, and the people it leaves out are usually the ones holding the evidence.
One thing waits for the upgrade: nothing leaves the platform on a trial — no exports, no downloads of reports or files, no API. Every feature is on; the record stays inside until you are a customer. When a trial ends without an upgrade the workspace goes read-only and is kept ninety days, so upgrading restores everything in place. After that it is archived — unopened, nothing deleted — for two years, and $495 brings it back.
Adding a person takes their email and a role — administrator, technician, or the outside kind (owner, subcontractor, vendor) — and nothing else; there is no seat to buy first. Each sees only what their role and the projects they are on show them, from the minute they sign in, which is worth trying during the trial itself rather than trusting it will hold once real people are added.