Accessing Subscription Management
Go to Your Plan in the sidebar (Admin only). Click Manage Subscription to access the Stripe customer portal for invoices, payment updates, plan changes, and cancellation.
Your Plan Page
The dashboard shows:
- Subscription overview — plan name, status, cost, billing period
- Credits overview — monthly allocation, usage, remaining, one-time credits
- Team usage breakdown — per-member consumption
- Transaction history — invoices with PDF download
Subscription Tiers
All subscriptions are volume-based with unlimited free team members:
| Plan | Best For |
|---|---|
| Solo | 1 user |
| Team / Department | 2-10 users |
| Firm Small | 11-25 users |
| Firm Mid | 26-75 users |
| Firm Large | 76-200 users |
| Firm Enterprise | 201-500 users |
| Firm Global | 501-2,000 users |
| Custom | 2,000+ users |
Visit the Plans page for current pricing and credit allocations.
Upgrading
Go to Plans, select a higher tier, review the prorated preview, and confirm. Upgrades take effect immediately — you’re charged the prorated difference and receive additional credits right away.
Downgrading
Select a lower tier. Downgrades take effect at the end of your current billing period. You may receive account credit for the unused portion.
Changing Billing Cycles
Toggle between Monthly and Annual billing on the Plans page. Annual plans save roughly 2 months compared to paying monthly. Changes are prorated.
Cancellation
Cancel via Your Plan > Manage Subscription in the Stripe portal. Access continues until the end of your current billing period. One-time credits remain available (they never expire). Your organization and team remain intact for reactivation.
Proration
Upgrades are charged immediately for the remaining days. Downgrades credit your account for unused days. The net charge/credit is the difference.
Payment & Invoices
Accepts major credit/debit cards via Stripe. Invoices are downloadable as PDFs from transaction history.