Firm Billing and Team Management

Firm billing is managed by the firm's owner or admin. You can subscribe the entire firm to a tier, manage payment methods, and view invoices.

Go to Billing in the Firm section of the professional sidebar. From here you can:

• View your current plan and billing period.
• Update your payment method.
• View past invoices.
• Change your firm's subscription tier.

Clients can request to transfer their personal subscription billing to your firm. When a transfer is requested, you will see it in your billing section and can accept or decline.