Chat with your documents, manage clients, track compliance, and schedule your team — all from one intelligent workspace.
No credit card required · Free plan forever · Setup in 30 seconds
500+
Workspaces created
50k+
Documents indexed
99.9%
Uptime SLA
< 2s
AI response time
How it works
Sign up in 30 seconds. No credit card needed.
Tasks, reminders, team profiles, and files — organized automatically.
Every section has an AI assistant ready to answer or take action.
Features
One platform to replace your scattered tools — documents, clients, team, and AI all in one place.
Private by default, shareable with teammates when you need to collaborate. Track what's to do, in progress, and overdue.
Never miss a renewal, deadline, or expiration. Private by default, shareable when needed.
Keep employee profiles, documents, and roles organized in one place.
Upload or link PDFs, Excel files, Word docs, and Google Sheets. Everything indexed and searchable.
Upload a spreadsheet or PDF and get instant dashboards, key metrics, and answers to your questions.
Every section has its own AI assistant — ask questions or create tasks, reminders, and team profiles by just asking.
Testimonials
“CBr Ops cut our document search time from 20 minutes to seconds. The AI just knows where everything is.”
Sarah M.
Operations Manager
“Before this, compliance tracking was a spreadsheet nightmare. Now I see exactly what each client is missing.”
James K.
Compliance Director
“Onboarded our entire team in one afternoon. The client and document tools are exactly what we needed.”
Amara D.
Team Lead
Pricing
No hidden fees. No contracts. Cancel anytime.
Perfect for small teams getting started
For growing teams that need more power
FAQ
Yes — the Free plan is free forever with no credit card required. You get up to 3 users, 10 documents, and full AI chat access.
PDFs, Word documents (.docx), plain text files, and web URLs. Everything is automatically indexed for AI search.
Yes. Each workspace is fully isolated. Data is encrypted in transit (TLS) and at rest. We do not share your data with third parties.
Absolutely. Cancel at any time from your billing settings. Your plan downgrades to Free at the end of the billing period.
When you upload a file, it is split into chunks and indexed. The AI retrieves relevant sections when you ask a question, so answers are grounded in your actual data.
Join teams already using CBr Ops to manage their operations with confidence.
Create your free workspaceNo credit card · Cancel anytime · Free plan forever