The AI platform built
for modern operations
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
Up and running in minutes
Create your workspace
Sign up in 30 seconds. No credit card needed.
Upload your documents
PDFs, Word files, web links — indexed automatically.
Ask anything, instantly
Chat with your knowledge base in plain language.
Features
Everything you need to run efficiently
One platform to replace your scattered tools — documents, clients, scheduling, and AI all in one place.
AI Document Q&A
Ask any question about your documents in plain language. Instant answers with source references.
Smart Document Hub
Upload PDFs, Word files, and web links. Everything indexed and searchable in seconds.
Client Management
Track clients, their documents, and compliance status. Know what is missing before audits.
Team Scheduling
Coordinate appointments and keep your staff productive with integrated scheduling tools.
Compliance Alerts
Automatic warnings when required documents are missing. Stay audit-ready at all times.
Activity Audit Trail
Full log of every action taken. Know who did what, and when, across your organization.
Testimonials
Teams love CBr Ops
“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 scheduling and client tools are exactly what we needed.”
Amara D.
Team Lead
Pricing
Simple, transparent pricing
No hidden fees. No contracts. Cancel anytime.
Free
Perfect for small teams getting started
- Up to 3 users
- 50 documents
- AI document chat
- Client management
- Email support
Pro
For growing teams that need more power
- Unlimited users
- Unlimited documents
- Priority AI responses
- Advanced analytics
- Priority support
- Custom document types
FAQ
Frequently asked questions
Is the free plan really free?+
Yes — the Free plan is free forever with no credit card required. You get up to 3 users, 50 documents, and full AI chat access.
What file types can I upload?+
PDFs, Word documents (.docx), plain text files, and web URLs. Everything is automatically indexed for AI search.
Is my data secure?+
Yes. Each workspace is fully isolated. Data is encrypted in transit (TLS) and at rest. We do not share your data with third parties.
Can I cancel anytime?+
Absolutely. Cancel at any time from your billing settings. Your plan downgrades to Free at the end of the billing period.
How does the AI know about my documents?+
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.
Ready to work smarter?
Join teams already using CBr Ops to manage their operations with confidence.
Create your free workspaceNo credit card · Cancel anytime · Free plan forever