Frequently asked questions

Yes — we import from legacy Access databases (tables for clients, plan checks, reviews, deliveries, and invoicing) so your history comes with you instead of starting from zero.

Plandata works with plan-review firms based in Sunnyvale, CA and beyond — the product isn't tied to a specific jurisdiction. Reach out and we'll tell you whether it's a fit for how your firm operates.

Each plan check can have reviews assigned per discipline and plan checker, and deliveries logged against delivery methods and recipients you configure — all specific to how your firm actually works.

Setup and migration cost depends on how much existing history you want carried over. Reach out and we will walk through your current setup before quoting anything.

No. Every row belongs to exactly one organization, and the API decides on the server which organizations a caller may touch.

No. Your staff invite portal users from the client’s record, and a portal user only sees that client’s plan checks.

It is derived from the record, never typed in: final approval, the latest plan review’s verdict and any deliveries after it.

Only if its MCP service token has a write scope for that resource. Platform staff choose the scopes and the expiry, and every change is recorded as an audit event.

Not yet. Stripe billing is wired into the API but off, so invoices are tracked in Plandata and paid outside it.