Plan behavior
Billing is managed from the Billing page. You can compare Standard and Pro, switch between monthly and annual billing, and review your subscription status.
Standard focuses on the core document tracking workflow. Pro adds advanced collaboration and AI tools such as Google Drive and Dropbox import, Google Calendar sync, Ask This Document, AI comparison, comments with @mentions, activity log, and spend analytics.
How limits work
Limits vary by plan and can include documents, users, daily uploads, AI processing pages, per-file page caps, tasks, and SMS usage. Some limits are visible on billing screens, while others are enforced in the relevant workflow when you upload, import, or send reminders.
What happens when you cancel
If you cancel a paid subscription, access continues until the end of the current billing period. No refund is issued, and the subscription downgrades after the paid term ends.
Where to manage billing
- Use the Billing page for in-app plan changes and status visibility.
- Use the customer portal when you need Stripe-hosted billing management.
- Check your active workflows for plan-based limits if a feature is unavailable or locked.