Per-User Subscriptions
Casefleet currently offers both annual and month-to-month subscriptions to our Starter, Standard, and Enterprise plans. Accounts are billed per-user based on the number of active Administrators, Standard, or Limited users on the billing cycle.
Note: Only account administrators have access to Subscription and Billing settings.
To start a new subscription (or view your current subscription), visit Account Settings > Subscription. From here you can choose your plan type, select a billing interval (annual or monthly), add additional licenses, and update your credit card info.
Casefleet offers Starter, Standard, and Enterprise plans. Read about what's included in each plan here.
NOTE: Administrators can upgrade from the Starter to the Standard plan in Account Settings. To downgrade a Standard to the Starter plan, contact support@casefleet.com.
Subscription Billing Intervals
You can select either monthly or annual billing for your Casefleet subscription. Annual billing requires payment in full upfront for the year but provides a 25% discount on the month-to-month rate.
The credit card you entered when converting to a full subscription from the trial will be charged at the same interval based on your choice (the same day each month, or the same date each year). Subscriptions are charged at the beginning of each subscription period, so your account will be paid covering access for the month or year in advance.
NOTE: Administrators can upgrade from monthly to annual billing in Account Settings. To downgrade from an annual to a monthly plan, contact support@casefleet.com.
Usage-Based Billing
Starting in December 2024, Casefleet announced usage-based billing to sustain the high-quality services that you expect and deserve. You can read more about the new billing model in this blog post.
Monthly Hosting Fee
To accommodate expanding storage requirements, each account will be billed a $10/GB monthly hosting fee based on the daily average of data used by the account each calendar month.
Monthly OCR and Media Transcription Fees
Each subscription on usage-based billing are granted a generous free quota of OCR and media transcription processing each month: 3,000 OCR pages and 3 hours of transcription per month per billed user at the account level.
Each account under the new billing model can customize their settings to determine what happens once these free monthly allotments of OCR and transcription have been reached. If you opt into continued processing, we’ll continue automatic OCR and transcription for your documents billed at $1 per 100 pages requiring OCR and $0.17 per minute of media file transcription. Alternatively, if you do not opt-in, Casefleet will continue processing your documents but will not perform OCR or text transcription once the limit has been reached.
Administrators can opt-in the account for overage charges under Account Settings > Usage:
Managing Usage Costs
As part of the new billing, account administrators will have access to an exportable list of usage metrics for all cases in the account for OCR, media transcription, and storage size. This list can be used to determine which cases have the most impact on storage costs and usage quotas, so you can determine if they can be deleted from the account or passed on to your client.
Adding Your Payment Details
Under the payment details section, an Administrator can manage the number of user licenses on an account, and add or edit a debit or credit card from which payments will be taken.
To view your payment history, visit Account Settings > Billing History.
Changing Your User Count
Casefleet subscriptions are on a per-user basis, so each billing cycle is invoiced at the current plan rate multiplied by the number of users on the account.
If you add a user to a monthly subscription, you will be immediately charged a prorated amount for the number of days the new user subscribed based on your current billing cycle. For example, if you started the monthly billing on May 1st and add a user on May 15th, you will only be charged for the user from May 15th - June 1st.
If you add a user to an annual subscription, you will be immediately charged a prorated amount for the user's access for the remainder of your subscription period. For example, if you started the annual billing in May and add a user in September, you will only be charged for that user from September - May.
When you deactivate a user, the remaining days already paid for will appear as a credit to your Casefleet account. There are no refunds for cancellations, but the unused time will be credited toward the next billing period.
For instructions on adding and removing users within an existing subscription, click here.
If you need to change or cancel your subscription, please refer to this support article: Cancelling and Restarting Your Subscription.