Understand plans, billing and AI credits

Monthly and annual are different products

• Metered monthly: billed each month with a plan-specific AI credit allowance and a seven-month minimum commitment for new subscriptions.
• Unlimited annual: billed once per year without an AI credit limit, while the plan's user, active-project, contract-family and feature limits still apply.
• Changing between monthly and annual is a subscription change, not a display preference.

How the seven-month monthly commitment works

• Stripe collects one monthly payment at the start of each billing period for at least seven months; it is not charged as one seven-month payment.
• You can schedule cancellation at any time from Billing and usage. During the minimum term, it takes effect on the displayed commitment end date.
• After the minimum term, the subscription continues month to month until you schedule cancellation from Billing and usage.
• Existing subscriptions created before these terms are not automatically placed into a new minimum commitment.

How monthly credits work

• Source analysis, evidence extraction, source questions, drafting and document generation consume credits.
• Uploading and privately storing files does not consume credits.
• Unused monthly credits do not roll over and the allowance resets each monthly billing cycle.
• If the allowance is reached, saved work remains available. Wait for the reset or ask an owner or admin to change the subscription.

Manage payment details and invoices

1. 1An owner or administrator opens Billing and usage in workspace settings.
2. 2Use Billing portal to manage the payment method, invoices and receipts. Schedule cancellation from the ContractingClaims billing page so the correct effective date is recorded.
3. 3Return to the ContractingClaims billing page and confirm the plan, billing type and subscription status.

Checkout or payment problems

• Cancelled checkout takes no payment and does not activate the selected plan.
• After successful checkout, allow a short period for the signed Stripe webhook to confirm access.
• A failed or cancelled subscription can restrict project changes while preserving access to billing and recovery.
• Do not retry checkout repeatedly if a payment succeeded but access has not updated. Contact support with the workspace name and payment time, not card details.