Help centre · Billing
Billing & subscriptions.
Upgrade, add seats, manage payment methods, and understand how invoicing works.
Subscription tiers.
Three tiers cover independent practitioners through multi-office firms. You can move between them at any time.
1 seat
Solo
Independent attorneys and CPAs
Everything one practitioner needs: Marco research, matters, clients, one trust account, and voice dictation.
Per seat
Firm
Small firms from two to twenty-five seats
Multi-seat pricing with role-based access, unlimited trust accounts, shared research, and conflict checking.
Per seat
Scale
Mid-sized firms and multi-office practices
Everything in Firm plus SSO, advanced audit exports, custom retention policies, and a named success manager.
Current prices are on the pricing page. Enterprise firms with more than fifty seats should contact us for custom terms.
Upgrading and downgrading.
Any firm administrator can change the subscription tier from Settings → Billing. Upgrades take effect immediately and new features unlock straight away. Your next invoice is prorated: we charge for the remainder of the current billing period at the new rate.
Downgrades take effect at the end of the current billing period, so you keep the features you paid for until renewal. If the lower tier doesn’t support a feature you’re actively using — for example, the number of trust accounts open — Marco warns you and gives you a chance to archive or consolidate before the downgrade completes.
Managing payment methods.
Marco Reid uses Stripe for all billing. From Settings → Billing, click “Manage billing” to open the Stripe customer portal in a secure window. There you can add or remove cards, switch the default payment method, update the billing address, and download prior receipts.
We accept major credit cards in every supported currency, and direct debit for firms on annual billing in the US, UK, Australia, and New Zealand. We do not store any card data on Marco Reid servers — Stripe holds the payment method and we only see a tokenised reference.
Invoices and receipts.
Every charge produces a PDF invoice emailed to the billing contact and archived in the Stripe portal. Invoices include your firm details, the seat count, the period billed, and any applicable tax. Tax receipts for GST (Australia and New Zealand), VAT (UK and EU), and US state sales tax are included automatically where required.
If you need a custom invoice format, a purchase order reference, or a specific billing entity on the invoice, contact billing@marcoreid.com and we’ll configure it for your workspace.
Refund policy summary.
New subscriptions are fully refundable within 14 days of initial purchase — no questions, no paperwork, just an email. After that, we refund pro-rata for unused time when a firm cancels because of a material platform issue we can’t resolve. We do not refund for change of mind after the 14-day window, but we never lock anyone in: you can cancel at any time and keep access until the end of the billing period.
Full terms are on the refund policy page.
Team seats and adding users.
Administrators add users from Settings → Team. Enter the person’s email, choose a role (administrator, attorney, accountant, paralegal, bookkeeper, or custom), and send the invitation. The new seat appears on your next invoice, prorated from the day it was added.
Roles control what each seat can see and do. A paralegal might have full access to matters but no billing rights; a bookkeeper might have full access to billing and trust reconciliation but no matter substance. Custom roles let you define the exact permission set your firm needs.
Removing a user is immediate. Their session is terminated, their sign-in revoked, and the seat is released at the end of the billing period or reassignable straight away if you prefer.
Cancelling your subscription.
Any administrator can cancel from Settings → Billing. Cancellation takes effect at the end of the current billing period; no final charge is issued. You retain full access until the period ends.
After cancellation, your data enters a 30-day export window. You can download everything — matters, documents, research, trust records, audit logs — as a structured archive. After 30 days the workspace is permanently deleted, in line with our privacy commitments.
Frequently asked.
How does per-seat pricing work?
Each user with sign-in access to your firm workspace counts as one seat. Read-only external collaborators — for example, a client reviewing a document — are free. You add and remove seats at any time; the next invoice prorates for changes.
Can I switch between monthly and annual billing?
Yes. Annual billing is discounted roughly 15% compared with monthly. Switch either way from the Stripe billing portal; the change takes effect on your next renewal.
What happens if my card is declined?
Stripe retries the charge on a schedule. We email the billing contact after each failed attempt. Your access continues for 14 days from the first failure, after which the workspace is read-only until billing is resolved. Data is never deleted during this grace period.
Do you issue refunds?
New subscriptions are fully refundable within the first 14 days, no questions asked. Beyond that, we refund pro-rata for unused time when a firm cancels because of a material platform failure we can’t resolve. Full details are on the refund policy page.
Where do I download invoices?
From Settings → Billing, click “Manage billing.” The Stripe portal opens in a new tab with every invoice since your firm signed up, available as PDF or CSV. Tax receipts for eligible jurisdictions are attached automatically.
Can I change the billing contact?
Yes. A firm administrator can change the billing contact from Settings → Billing. Invoices and payment notifications go to that address. The billing contact does not need to be a seat-holder.
Billing questions?
Email billing@marcoreid.com or browse the rest of the help centre.