Billing overview
Updated Oct 29, 20263 min read
Owner
Initio charges your firm each month for every attorney with an active account. Your plan, seats and next invoice date are at AccountSubscription.
What you pay for
Each attorney with an active account is a seat.
- The owner is one seat from signup.
- An Attorney you invite becomes a seat once they activate their account from the invite email.
- A pending invite costs nothing.
- A Paralegal / Staff user costs nothing.
There's no setup fee, and no charge per lead, inquiry or fee agreement. When you invite an Attorney, the invite dialog asks you to confirm the billable seat before you can send it.
When your bill changes
A seat is added when the attorney activates their account, not when you invite them. Nothing is charged at that moment: your next invoice includes the new seat, plus a prorated charge for the rest of the current billing period. The subscription renews each month from the date your firm signed up.
Inquiry response
Inquiry response is an optional add-on: inquiries from your firm's website are saved as leads and get an automatic reply from your firm. If your firm has it, it raises the price of every seat rather than adding a line to your invoice. A pending invite and a Paralegal / Staff user still cost nothing. Your plan's name shows whether you have it: "Initio + Inquiry response" with the add-on, "Initio" without.
Adding or removing Inquiry response
You switch between the two plans on Stripe's billing page. Adding Inquiry response takes effect at once and is charged at once, prorated for the rest of the billing period. Removing it takes effect at the end of the period you've already paid for, and it keeps working until then.
Billing page
Your card, invoices and canceling are on Stripe's billing page, not inside Initio. You open it with Manage Billing at AccountSubscription. There you can update your card, see past invoices, change the email your receipts go to, add or remove Inquiry response, and cancel. Closing it brings you back to Account.
Stripe emails a receipt for every charge, with the invoice and receipt as PDFs, to the billing email entered at checkout.
Only the owner can open the billing page. Anyone else at the firm sees "Managed by your firm owner" on Account › Subscription, without the plan, seats or dates.
Managing your subscription
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