How do I manage my subscription?

Everything about your billing lives in one place: your secure billing portal. You reach it from inside CounselPro, and it handles your payment method, invoices, plan changes, and credits.

How do I open my billing portal?

In the left sidebar, click Manage Subscription. CounselPro opens your billing portal in a new tab. It is run through our payment provider, so your card details stay with them and never sit on our servers.

What can I do there?

From the billing portal you can:

• Update the credit card or payment method on file

• View and download past invoices and receipts for your records

• Buy more credits when a case runs your balance down

• Change your plan, or cancel it

Changes you make in the portal flow back to CounselPro on their own, so there is nothing to re-enter once you are done.

Only an account owner can manage the subscription. If you do not see Manage Subscription in the sidebar, you are a member of the account rather than an owner, so ask an owner at your firm to make the change. See how do I remove someone or leave a firm for who owns an account.

If you land on a screen that says your plan is inactive, that is a different situation. See why is my plan inactive to get back in.