We offer two plans: Starter and Premium. You can switch between them, or change your billing frequency, at any time - as long as you're an account admin.
See full plan details and pricing here: Pricing
You must be an admin on the account to manage the plan.
Plan and billing changes are managed from the Firm Settings page.
How to change your plan (Starter ↔ Premium)
Go to your Firm Settings page.
Click the three dots menu near the upper right hand side of the screen.
Select Manage plan.
You'll see both plan options - Starter and Premium - along with a Monthly/Annual toggle at the top.
Select the plan you want and confirm.
What happens next:
The change takes effect instantly once processing is complete.
If you're upgrading, you'll be charged immediately for the new plan.
If you're downgrading, no immediate charge is applied - you'll simply move to the new plan.
Switching between Monthly and Annual billing
You can toggle between Monthly and Annual billing on the same Manage plan page.
Monthly → Annual: This change is immediate, and you'll be charged right away for the annual period.
Annual → Monthly: This change is scheduled to take effect after your current annual period ends - you won't be charged or switched over early.
Add-on features
Add-ons are optional features you can add to your subscription without changing your plan, such as Document Storage. They're available on both Starter and Premium, with monthly or annual billing.
Where to find them: Go to Firm Settings > Billing to see available add-ons and add one to your account.
How you're billed: Add-ons are added to your regular invoice. They follow your subscription's billing frequency, so monthly subscriptions pay for add-ons monthly and annual subscriptions pay annually.
Adding mid-cycle: If you add an add-on partway through your billing period, you'll see a prorated charge before you confirm, and it's processed immediately.
Removing an add-on: You'll receive a prorated credit on your next invoice, the same as when you downgrade your plan. Document Storage can only be removed once all files have been deleted from your account.
Viewing invoices or canceling your plan
From the same three dots menu on your Firm Settings page, you can also:
View invoices - see your full billing history.
Cancel - cancel your current plan.
Still have questions? Reach out to our billing team at [email protected] and we'll be happy to help.