How Add On Features Work

Add-ons are optional features you can add to your subscription without changing your plan. This article explains how add-ons are purchased, how you're billed for them, and where to manage them.

An add-on is an extra feature that you can layer on top of your existing subscription. You only pay for the add-ons you choose, and you can use them with any plan tier.

Add-ons are available on every tier and with any billing frequency, so you don't need to upgrade your plan to get one.

Add-ons are managed by account admins under the Billing tab

When you add an add-on, it's simply added to your existing invoice.

Add-ons are added to your invoice. You don't receive a separate bill. The add-on appears as an additional line on your regular subscription invoice.

Add-ons follow your subscription's billing frequency.

You can't pay for an add-on on a different schedule than your subscription. For example, a team on a monthly plan can't pay for an add-on annually.

Mid-cycle purchases are prorated. If you add an add-on partway through your subscription period, you'll see a prorated charge covering the time remaining in your current billing period. This charge is processed immediately when you confirm. After that, the add-on is billed at its full price on your regular invoice each billing period.

For example, if you're on a yearly subscription and add Document Storage halfway through the year, you'll pay roughly half of the annual add-on price right away. At your next renewal, the add-on is billed at the full yearly price along with your subscription.

Document Storage: lets you upload and store files on client profiles and projects, and attach files to comments. It includes 100 GB of storage, and you can buy more in 100 GB increments. See our Document Storage article for details on how it works.

Do I need to upgrade my plan to buy an add-on?
No. Add-ons are available on any tier.

Can I pay for an add-on yearly if I'm on a monthly subscription?
No. Add-ons are billed on the same frequency as your subscription. Monthly subscriptions pay monthly, and yearly subscriptions pay yearly.

Where do I see the cost of an add-on?
Pricing is shown in Firm Settings > Billing and on your invoice

Will I get a separate invoice for an add-on?
No. Add-ons are added to your existing invoice.

How do I remove an add-on?
Go to Firm Settings > Billing and remove it there. For Document Storage, you first need to delete all files stored in your account.

Why can't I remove Document Storage?
Your account still has files stored in it. Delete all files from each client, and then you'll be able to remove the add-on.

What happens to my data if I remove an add-on?
You can only remove Document Storage once all files have been deleted, so no files are affected by removal.

Will I get a refund when I remove an add-on?
You'll receive a prorated credit for the unused time on your next invoice.