What are credits and how does CounselPro count usage?

CounselPro bills by credits. You get a balance of credits with your plan, and each page you process draws from it. That is the whole model.

How many credits does a page cost?

The cost depends on how much is packed onto the page:

• 1 credit per page for a bank statement, a credit card statement, or a check image. These are your everyday financial records.

• 2 credits per page for a tax form or an investment or brokerage statement. These pages carry far more to pull, so they cost more.

You are charged by the page, so a 40-page bank statement costs 40 credits and a 20-page brokerage statement costs 40.

How many credits do I get?

• A single project includes 1,000 credits, enough for most single matters, and you can add more up to a 10,000-credit cap.

• Every monthly plan (Core, Plus, and Premier) includes 1,000 credits a month, refilled at the start of each billing month.

You draw from that balance as matters come in. A typical matter runs roughly 400 to 600 statement pages, so a month of credits covers about two.

What happens if I need more?

If a big case runs your balance down, you buy more. See what happens when I run out of credits for how packets work, and when does my usage reset for how the monthly balance renews.

Credits are about page volume, not features. Your plan decides which tools you get (see what's included in each plan), and credits decide how many pages you can run through them.