Billing and plans
Firm Settings → Billing shows the current plan, its status, usage against each meter, and every tier including the one you are on.
Firm owners and the billing role can manage it.
Status
| Status | |
|---|---|
| Trial | A new firm’s first 30 days. |
| Active | |
| Payment failed | We could not take payment. Full access continues while we retry — update the card. |
| Paused | |
| Cancelled | The plan ends at the close of the current period. |
Usage meters
Active matters · People · Documents stored · Analyses this period.
Active matters counts both active and on hold. Drafts are free. Seats count members and pending invitations — an invitation nobody has accepted still holds a seat.
When a limit is hit
The product refuses the new thing and tells you which limit and by how much. It never deletes, hides or degrades what is already there.
New work is paused — the trial ended, or the subscription is not active. Every matter, document and analysis stays readable and downloadable. Choose a plan to add new work again.
Typical refusals:
- Your plan covers n active matters and your firm has m.
- Every seat on your plan is taken, counting invitations nobody has accepted yet.
- Your plan allows n documents per matter and this one already has m.
- That file is over the single-file limit on your plan.
- Your firm has used x of its y of document storage.
- Your plan includes n analyses per billing period and your firm has used m.
- The client portal / messaging is not included in your firm’s plan.
Changing plan
Pick a tier to compare it — nothing is charged until you continue.
- Moving onto a paid plan changes it as soon as the card is saved. A trial still runs to its end date before anything is charged.
- Moving between paid plans is handled by Stripe, including the proration and the invoice for the difference.
- Enterprise is negotiated. Contact sales.
- The trial is only available when a firm first signs up.
Manage billing opens Stripe for plan changes, invoices, receipts and cancellation.
The numbers
See Plans and limits for the full table.
If the screen says billing is not configured on this deployment, this install has no payment provider wired up. Contact your account team.