Y CombinatorFOR FIRMS
An entire client portfolio, one system.
Law firms, compliance consultancies, and outsourced CCOs run many companies' licensing at once. Payna plugs directly into the practice: every client engagement, every license, every deadline, on one dashboard.
Talk to UsTHE PRACTICE VIEW
See every engagement with the clarity of a single one.
Each client is a workspace: their licenses, renewals, filings, and documents, tracked the same way across the whole book. The team moves between engagements without re-learning a system, and nothing about a client’s status lives in one associate’s inbox.
Deadlines roll up across the portfolio, so the firm sees what is due this month for everyone, then drills into any single client when it is time to do the work.
PER ENGAGEMENT
Every Payna product, applied client by client.
Charter
Run a client’s new license applications as a managed program: scoping, document preparation, filings, and deficiency responses, with the firm reviewing everything before it goes out.
Maintain
Keep every client’s renewal calendar, exam preparation, and regulatory monitoring on one system instead of one spreadsheet per engagement.
Roster
For clients with licensed people, manage MLO and adjuster rosters per client without the team logging into every registry separately.
Signal
Feed license status into the firm’s own reporting, client portals, or engagement dashboards.
BESPOKE
We build bespoke. Tell us what the practice needs.
Firm practices differ: intake, conflicts, billing codes, client reporting. We adapt Payna to how the practice actually runs rather than asking the practice to bend to software.
Bring the book of clients.
We will show the portfolio view, how one engagement flows through the system, and what a bespoke setup for the practice looks like.
Talk to UsBOOK A DEMO
See how Payna runs licensing.
Tell us a little about the company and we’ll walk through how Payna handles licensing and compliance in every US state.