Account & Billing

View your subscription details and manage billing from the Account page.

Accessing Account & Billing

1. Click Account in the firm sidebar

What You Can See

The Account page shows:

• Current Plan - Your active subscription plan and price per user
• Credit Balance - Your remaining AI processing credits
• Default Payment Method - The card or bank account on file

Account Management Actions

From the Account page you can:

Action	Description
Manage Credits	View credit balance, purchase credits, or configure auto-purchase
Manage Payment Methods	Add, remove, or update payment methods
Change Plan	Upgrade or downgrade your subscription
View Invoices	See past invoices and download them
Referral Program	Invite other firms and earn credits

Viewing Invoices

1. Click Account in the firm sidebar
2. Click View Invoices
3. Click any invoice to view details or download

Changing Your Plan

1. Click Account in the firm sidebar
2. Click Change Plan
3. Select a new plan
4. Review the changes and confirm