Plans and billing
What each plan includes, what counts toward the limits, and how to change or cancel.
Plans
| Free | Pro | Pro Unlimited | |
|---|---|---|---|
| Price | $0 | $179/month | $399/month |
| Users included | 1 | 3 | 5 (more at $79/user/month) |
| Active cases | 2 | 20 | Unlimited |
| Documents per case | 25 | 500 | Unlimited |
| Pages per case | 1,000 | 50,000 | Unlimited |
| Largest file | 25 MB | 100 MB | 250 MB |
| Questions per month | 200 | 5,000 | Unlimited |
| Analyses per month | 3 | 30 | Unlimited |
| OCR for scans and images | No | Yes | Yes |
| PDF and Word exports | No | Yes | Yes |
Deadline tracking and reminders, and records request letters in Word, are included on every plan.
Everyone in a firm shares the firm's plan and its limits.
What counts as an analysis
Each of these uses one analysis:
- Generating the chronology, or refreshing a timeline card
- Running or re-running case intelligence
- Generating deposition prep
- Generating the mediation pack
- Building the elements-of-proof matrix
- Checking a witness for inconsistencies
- Drafting a witness outline (two if the witness hasn't been checked for inconsistencies yet)
- Drafting a records request
Questions in Ask count separately, against the monthly question limit. Monthly limits reset at the start of each billing period and don't roll over.
Archived cases don't count toward the case, document or page limits. The sample case doesn't count either.
Upgrading
On Free, click Pricing in the sidebar. You can also click View All Plans under Subscription on your Account page, and choose a plan. The new limits apply as soon as payment goes through.
Changing between Pro and Pro Unlimited
Choose the other plan on the Pricing page. The change takes effect immediately:
- Moving up to Pro Unlimited charges the difference for the rest of the billing period today.
- Moving down to Pro applies right away, with the unused time credited to your next invoice. Any additional users you bought on Pro Unlimited are removed.
In a firm, only the person who manages the firm's plan can change it.
Cancelling
On your Account page, click Cancel Subscription under Subscription. You keep your plan until the end of the current billing period, then the firm moves to Free. Your cases and documents stay in your account.
We don't refund partial billing periods.
Payment method and invoices
Go to Account → Billing and click Update payment method / invoices. This opens the billing portal of Stripe, our payment processor, where you can change the card on file and view or download past invoices. When you're done, it brings you back to Case Insight360.
The button appears for whoever manages the firm's plan, once the plan has been paid by card. If your firm shares a plan someone else manages, the Billing page names them; ask them for billing changes.
If a payment fails, we'll email you so you can update your card before your plan is affected. For anything else about billing, email support@caseinsight360.com.