SaveOr Partner Platform
The Shared Inventory Platform for Trusted Professionals
For senior move managers, estate attorneys, and fiduciaries who need a clear, collaborative record for every household, estate, and client engagement.
Everything Your Partner Practice Needs
The documentation, coordination, and reporting tools that help your team serve clients with clarity—from first walkthrough to final handoff.
Manage Every Client, Estate, and Move in One Place
Keep every engagement organized in its own shared workspace, so your team can manage a full pipeline without losing the details that matter.
Create separate workspaces for each client, estate, or move
Keep related assets, decisions, and reports together
Move between active engagements without losing your place
Manage Every Client, Estate, and Move in One Place
Keep every engagement organized in its own shared workspace, so your team can manage a full pipeline without losing the details that matter.
Create separate workspaces for each client, estate, or move
Keep related assets, decisions, and reports together
Move between active engagements without losing your place
Manage Every Client, Estate, and Move in One Place
Keep every engagement organized in its own shared workspace, so your team can manage a full pipeline without losing the details that matter.
Create separate workspaces for each client, estate, or move
Keep related assets, decisions, and reports together
Move between active engagements without losing your place
Give Every Stakeholder the Right Access
Invite colleagues, clients, attorneys, fiduciaries, and family members into the right workspace with the visibility each role requires.
Role-based access for your practice, clients, and collaborators
Invite people by email in just a few clicks
Keep sensitive records limited to the right people
Give Every Stakeholder the Right Access
Invite colleagues, clients, attorneys, fiduciaries, and family members into the right workspace with the visibility each role requires.
Role-based access for your practice, clients, and collaborators
Invite people by email in just a few clicks
Keep sensitive records limited to the right people
Give Every Stakeholder the Right Access
Invite colleagues, clients, attorneys, fiduciaries, and family members into the right workspace with the visibility each role requires.
Role-based access for your practice, clients, and collaborators
Invite people by email in just a few clicks
Keep sensitive records limited to the right people
Dedicated API & integrations
White-label export branding
Custom reporting & exports
Priority Support
Get Started, Self-Service
No sales calls, no waiting on a rep. Spin up your enterprise workspace and start onboarding teams today — our sales team is here if you want them, but you don't need them to launch.
Create your workspace
Sign up on the enterprise portal and set your organization name, branding, and billing details in minutes.
Configure teams & permissions
Invite branches or client teams, assign roles, and connect SSO — all from your admin dashboard.
Launch & onboard clients
Start documenting inventory immediately, with live training and support available whenever you need it.
Get Started, Self-Service
No sales calls, no waiting on a rep. Spin up your enterprise workspace and start onboarding teams today — our sales team is here if you want them, but you don't need them to launch.
Create your workspace
Sign up on the enterprise portal and set your organization name, branding, and billing details in minutes.
Configure teams & permissions
Invite branches or client teams, assign roles, and connect SSO — all from your admin dashboard.
Launch & onboard clients
Start documenting inventory immediately, with live training and support available whenever you need it.
Get Started, Self-Service
No sales calls, no waiting on a rep. Spin up your enterprise workspace and start onboarding teams today — our sales team is here if you want them, but you don't need them to launch.
Create your workspace
Sign up on the enterprise portal and set your organization name, branding, and billing details in minutes.
Configure teams & permissions
Invite branches or client teams, assign roles, and connect SSO — all from your admin dashboard.
Launch & onboard clients
Start documenting inventory immediately, with live training and support available whenever you need it.
One Platform for Every Professional Stakeholder
Give move managers, attorneys, and fiduciaries one secure place to document assets, coordinate decisions, and deliver a clear record.
Run Every Engagement in One Place
Keep every household, estate, or client matter organized in its own shared workspace—without losing the detail that makes your work defensible.
Create a separate workspace for every client, estate, or move
Invite the right staff and outside professionals
Switch between active engagements without losing your place
Run Every Engagement in One Place
Keep every household, estate, or client matter organized in its own shared workspace—without losing the detail that makes your work defensible.
Create a separate workspace for every client, estate, or move
Invite the right staff and outside professionals
Switch between active engagements without losing your place
Share the Right Information, Securely
Bring move managers, attorneys, fiduciaries, family members, and clients into the same inventory with permissions that match each person’s role.
Give clients and families a simple read-only view
Grant colleagues access to the engagements they support
Keep sensitive records visible only to the right people
Share the Right Information, Securely
Bring move managers, attorneys, fiduciaries, family members, and clients into the same inventory with permissions that match each person’s role.
Give clients and families a simple read-only view
Grant colleagues access to the engagements they support
Keep sensitive records visible only to the right people
Export Records Ready for Review
Turn detailed, photo-backed inventory into professional reports your clients, attorneys, fiduciaries, and accountants can use immediately.
Export a polished PDF in one click
Download structured data for accounting or case records
Create a clear handoff at the close of every engagement
Export Records Ready for Review
Turn detailed, photo-backed inventory into professional reports your clients, attorneys, fiduciaries, and accountants can use immediately.
Export a polished PDF in one click
Download structured data for accounting or case records
Create a clear handoff at the close of every engagement
Keep Every Item Accountable
From first walkthrough to final destination, SaveOr keeps photos, condition notes, values, and disposition decisions connected to the original record.
Capture documentation where the work happens
Record condition, value, location, and next steps
Give every stakeholder a dependable source of truth
Keep Every Item Accountable
From first walkthrough to final destination, SaveOr keeps photos, condition notes, values, and disposition decisions connected to the original record.
Capture documentation where the work happens
Record condition, value, location, and next steps
Give every stakeholder a dependable source of truth
Built for Move Managers, Attorneys, and Fiduciaries
SaveOr brings the documentation, collaboration, and defensible reporting standards your professional practice depends on into one shared workflow.
Coordinate Decisions Without the Chase
Give every client, family member, and professional a simple way to review inventory, ask questions, and move decisions forward without endless calls or email threads.
Invite the right people to review items remotely
Capture interest, questions, and decisions in one place
Turn shared review into a clear next step
Coordinate Decisions Without the Chase
Give every client, family member, and professional a simple way to review inventory, ask questions, and move decisions forward without endless calls or email threads.
Invite the right people to review items remotely
Capture interest, questions, and decisions in one place
Turn shared review into a clear next step
A Defensible Record for Every Matter
Create a timestamped, photo-backed record that supports your duty of care, helps reduce disputes, and stays useful long after an engagement is complete.
Document condition, value, and disposition consistently
Keep a neutral record everyone can reference
Give clients a lasting archive at handoff
A Defensible Record for Every Matter
Create a timestamped, photo-backed record that supports your duty of care, helps reduce disputes, and stays useful long after an engagement is complete.
Document condition, value, and disposition consistently
Keep a neutral record everyone can reference
Give clients a lasting archive at handoff
Deliver a Professional Client Experience
Branded workspaces and polished reporting help every partner practice communicate with clarity—from the first inventory to the final handoff.
Keep every household, estate, and client matter organized
Share polished updates without rebuilding documents
Build trust with a process clients can follow
Deliver a Professional Client Experience
Branded workspaces and polished reporting help every partner practice communicate with clarity—from the first inventory to the final handoff.
Keep every household, estate, and client matter organized
Share polished updates without rebuilding documents
Build trust with a process clients can follow
Partner Pricing That Scales With You
Start self-service and add seats as you grow, or work with our team on a custom rollout — either way, pricing stays transparent.
Enterprise
For growing practices that need collaborative workspaces, role-based access, branded reporting, and dedicated support.
150
/inventory
Unlimited seats across all branches
Make as many inventories as you need
Dedicated success manager
Priority support
Custom whitelabeled exports
Self-service billing & seat management
Unlimited seats across all branches
Make as many inventories as you need
Dedicated success manager
Priority support
Custom whitelabeled exports
Self-service billing & seat management
Frequently Asked Questions
Find answers to the most common questions about using our app on your mobile device.
How do we get started with SaveOr Enterprise?
Is there a limit on seats or branches?
What Features are included?
What kind of support and training do we get?
Can we switch from personal to a partner plan later?
Frequently Asked Questions
Find answers to the most common questions about using our app on your mobile device.
How do we get started with SaveOr Enterprise?
Is there a limit on seats or branches?
What Features are included?
What kind of support and training do we get?
Can we switch from personal to a partner plan later?
Frequently Asked Questions
Find answers to the most common questions about using our app on your mobile device.
How do we get started with SaveOr Enterprise?
Is there a limit on seats or branches?
What Features are included?
What kind of support and training do we get?
Can we switch from personal to a partner plan later?