The Billing & Plans page shows your current plan, payment information, invoices, and available credits. It is organized into four tabs.

Click Billing & Plans in the left sidebar.

This tab shows the available plans for your organization, including what each tier includes and your current selection.

This tab shows your case charges, including totals, payment status, and outstanding amounts. Use the Case dropdown to filter charges by case, and the status tabs (All, Open, Paid, Failed) to narrow the list.

This tab shows your pre-purchased credit balance and a full history of grants and deductions. Credits are applied automatically to your invoices until the balance runs out.

This tab shows how your firm pays platform-usage charges and its plan fee. Client-billable charges are collected separately from each client of record.

The Payment methods tab also includes your billing contact and billing address under Billing Details.