Billing lives in Firm settings → the Plan / Subscription section.
Plans & trials
If the firm has no plan yet, the user picks one — "Every plan includes a 14-day free trial." Plans are seat-based. An active plan shows its name, price, billing period, days remaining, and trial progress if applicable. A billing portal button opens the external portal to manage payment method and invoices. A canceled plan keeps access until the period ends.
Usage
The subscription section shows usage against limits for the current period — AI tokens, video analysis minutes, and file storage — with progress bars and warnings as limits approach, plus any on-demand overage.
What happens without an active subscription
- Workspace lock — the firm is sent to a full-screen "Your workspace is locked" screen: cases, files, and the assistant are unavailable until a plan is reactivated. Plan options and a sign-out link are shown.
- Assistant gate — trying to chat shows a "Subscribe to use the assistant" card with a link to start a plan.
If a user reports being locked out of a whole workspace, check the firm's subscription first — an inactive/expired/canceled plan is the usual cause, and reactivating it restores access.