Flow / Support / Billing & Plans

Billing & Plans

Compare the Free and paid plans, seat pricing, AI credits, cancellation, and the billing portal.

Admin & Billing · 4 min read

Billing & Plans

Lawzana Flow uses Stripe for subscription billing. This guide covers the plans, AI credits and how billing works.

Plans#

Every firm starts on Free and can stay there as long as it likes. There is no trial and no card needed. Paid plans are seat-based: you pay per active team member.

Free Essentials Advanced
Price $0 $29 per seat per month $79 per seat per month
Team members 2 Unlimited Unlimited
AI credits per month 50 500, shared by the firm 1,500 per seat, pooled
Storage 2 GB 50 GB 250 GB
Firm letterhead ✓ ✓
Electronic signatures ✓ ✓
Email from your firm's own domain ✓ ✓
Active automations 1 Unlimited Unlimited
Trust accounts 1 Unlimited Unlimited

Every plan includes leads, matters, contacts, documents, drafting, time tracking and invoicing, trust accounting, the client portal, automations, the contact page, the website widget and Zapier. On Free you can have 1 active automation and 1 trust account. There is no limit on the number of leads, matters or contacts. On every plan you can download a draft as a PDF to sign on paper, and upload the signed copy.

Essentials and Advanced add:

  • Firm letterhead: your logo and firm details on every letter, PDF and Word file you send
  • Electronic signatures: send any document for signature online, with an audit trail
  • Email from your firm's own domain: emails you send from Flow come from an address such as [email protected] instead of Flow's. Sending from Flow's address stays free on every plan, and replies come into Flow either way
  • Unlimited automations and trust accounts
  • The option to hide the "Powered by Lawzana Flow" footer on your contact page

If your plan ends, your letterhead settings are kept but no longer printed, and signature requests already sent can still be signed (their reminders still go out). Emails go from Flow's address again; your domain settings are kept. Automations and trust accounts you already have keep working: you can still record entries in and reconcile every trust account, and active automations keep running. You can't turn on another automation or open another trust account until you are back within the Free limits or upgrade.

Firms connected to the Lawzana Directory#

If your firm is connected to a Lawzana Directory listing, your Directory plan includes an allowance of Flow seats and AI credits. You get whichever is higher: that allowance or your Flow plan's own limits. A Directory Pro plan or higher also includes the Essentials features above, even on the Flow Free plan.

AI Credits#

AI features use credits from your firm's monthly pool. Credits reset at the start of each month.

Credit Costs Per Operation#

Operation Credits Used
Document summary 1
Key facts extraction (per document) 2
Fact Grid custom columns (per document read) 2
Document chat (per message) 1
Entity extraction (people and companies) 1
Document type detection 0.5
Playbook review 3
Matter chat (per message) 2
Case summary on a lead 1
Ask AI on a lead (per message) 2
Key facts from a lead's documents (per document) 2
AI Assistant, and chat in the drafting AI panel (per message) 2
Draft generation 3
Agent mode editing in drafting (per request) 3
AI Autocomplete suggestions in the editor, and writing a Library item with AI (per request) 0.1
Draft with AI on a time entry 0.5
AI email draft or reply, or starting an AI intake on a lead by hand (per email) 1
Importing a PDF into a draft (per 40,000 characters of text) 1
Contact page Assistant (per request) 2
Client portal AI assistant (per client message) 1

When you upload a supported document to a matter, its key facts are read automatically. Automatic AI on leads never uses the last 20% of your monthly credits; see Leads.

Monitoring Usage#

Track your AI credit usage in Settings → Subscription, in the AI Usage section:

  • AI Actions Used this month, the share of your quota used and what remains
  • The date your quota resets
  • The list of actions that count towards your credits
  • Lead AI: the Run lead AI automatically switch for key facts and briefs on new leads
  • Document storage used against your plan's limit
Note
On Free, AI stops when the monthly credits run out and starts again at the reset. On Essentials and Advanced, an owner or admin can turn on Allow usage beyond the monthly quota and set a ceiling of extra credits. It is off by default, AI never goes past the ceiling, and extra credits cost $0.01 each.

Managing Your Subscription#

Accessing Your Subscription#

  1. Go to Settings → Subscription
  2. On Free, choose Upgrade to Essentials or Upgrade to Advanced to subscribe with a card
  3. On a paid plan, click Manage Billing to open the Stripe billing portal
Note
Only the organization Owner can subscribe, cancel or open the billing portal. Admins can manage the overage setting.

In the Billing Portal You Can:#

  • Update your payment method
  • View and download invoices

Cancelling#

Click Cancel subscription in Settings → Subscription, then Cancel at period end. You keep your paid plan until the end of the current billing period. Until then, you can change your mind and resume the subscription from the same page.

Subscription Status#

Status Meaning
Active Subscription is active and current
Past Due A payment failed. Paid features keep working while Stripe retries; update your payment method
Canceled Subscription has been canceled

What Happens When You Cancel#

When your subscription ends, your firm goes back to the Free plan. All matters, contacts and documents are kept, and the Free limits apply again (2 team members, 50 AI credits a month, 2 GB of storage). Above 2 GB, new uploads are blocked until you free up space or upgrade.

Seat Management#

Adding Seats#

A seat is added to your subscription when an invitation is accepted. Your next invoice reflects the additional seat (prorated for the current period).

Removing Seats#

When you remove a team member, the seat is removed from your subscription. Your next invoice is reduced accordingly.

Data Region#

Your file storage region (United States, Europe or Asia Pacific) can't be changed after your workspace is created. Firms that sign up on flow.lawzana.com get the Europe region; firms that start from the Lawzana Directory choose theirs when the workspace is created. It determines where your uploaded files are stored; the rest of the service runs in the US. See Security & Privacy for details on storage and AI processing.

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