Docs / Billing
Included cases & overage
How counting works
On a per-location plan, each location gets its tier’s included allowance per billing period (Starter 50, Professional 150). Production cases count against the location they’re created under — allowances don’t pool across locations. The billing period is your Stripe subscription period (shown in Settings), not the calendar month.
Overage
Cases beyond a location’s allowance bill at your tier’s overage rate ($35 Starter, $20 Professional), itemized per location on your next subscription invoice — one bill, with a line per over-allowance location.
Warnings at case creation
Settings has an overage handling preference:
- Notify (default) — creating an over-allowance case shows an informational note; work continues uninterrupted
- Require acknowledgment — an amber checkbox appears on the form and the Create button stays disabled until the coordinator ticks it; the acknowledgment is recorded in the activity log
Either way it’s never a hard block — a case that needs to exist gets to exist.
E-signature envelopes
Sending the order for e-signature uses a DocuSign envelope, and each plan includes a per-location allowance per billing period: 5 on pay-as-you-go (one location), 10 per location on Starter, 30 per location on Professional. Every send counts, including a Resend (it issues a new envelope). The BAA you sign at onboarding never counts.
Envelopes past the allowance bill $10 each, itemized per location on the same invoice as case overage. The overage handling preference above applies here too: on Notify the envelope goes out and the Signature tab tells you it billed overage; on Require acknowledgment the same checkbox appears in the send form and Send stays disabled until you tick it, and the acknowledgment is recorded in the activity log. Never a hard block.
Watching usage
Settings → billing shows the current period per location: cases used, included, overage so far, e-signatures sent against the allowance, and the projected period total. See reading your usage.