Plan limits + upgrading

BopSuite has three paid tiers + a free trial. Here's the actual feature breakdown so you know what's available to you and what's behind which tier.

Pricing

Annual billing knocks 20% off. You can switch monthly ↔ annual any time from Settings → Billing.

Feature matrix

Trial mirrors Starter limits. When the 14 days are up, the org needs to upgrade or it's locked out of trial-only features (the trial-expired gate appears in the dashboard).

How the trial works

Sign up → 14-day trial automatically activates → all Starter features available.

You'll see a banner at the top of the dashboard counting down. After day 14:

• Read access stays — you can see your data
• Write access is gated — sending new doc requests, creating new matters, etc. is blocked until you pay
• Existing data is preserved — upgrade and everything's there

You won't get auto-charged. We don't take a credit card up front; you only pay when you intentionally upgrade.

Upgrading

Settings → Billing → click the tier you want.

Stripe Checkout opens with the selected tier and price. Use any card; the payment lands in BopSuite's Stripe account (we're the merchant of record on platform subscriptions, not your firm).

Within ~5 seconds of completing checkout, your org's plan flips. The Stripe webhook fires server-side and the new feature flags activate immediately — you don't need to log out and back in.

If the plan flip doesn't happen within 30 seconds:

1. Refresh the page
2. Check your inbox for a Stripe receipt
3. If still wrong, email us with the receipt and we'll fix manually

Downgrading

Same place — Settings → Billing → switch tier. The downgrade takes effect at the end of the current billing period (no proration of unused time on the way down).

If you downgrade from Firm → Practice, you'll lose access to features that require the higher tier (AI briefings, full reporting, white-label, etc.) at the period rollover. Your data stays — the briefings and reports are gone but matters/clients/etc. remain.

When does each tier make sense?

Stay on Starter when:

• Solo practitioner
• 1-5 matters at any time
• Email + Word docs work for non-doc tasks
• You're just trying out the doc-collection module

Upgrade to Practice when:

• You're billing clients (need invoicing)
• Engagement letters need e-sign (no more printing/scanning)
• You're using a Calendly + intake-form combo and want to consolidate
• Your firm wants its own logo on every email/portal page

Upgrade to Firm when:

• You have 4+ team members
• You want AI to brief you before client meetings
• You need full reporting (firm-wide hours, revenue, completion rates)
• You're white-labeling for a parent firm or franchise

Annual vs. monthly

Annual is 20% cheaper if you pay up front. Switch from Settings → Billing → toggle.

If you're 90% sure you'll use BopSuite for at least a year, the annual save is meaningful — at Firm tier it's $214/year saved. If you're testing, monthly is fine; you can switch when you're ready.

How the trial extension works

If you reach the 14-day limit and need more time:

1. Email hello@bopsuite.com explaining the situation
2. We can extend by 14, 30, 60, or 90 days from the admin panel (audit-logged)
3. Tell us why — "evaluating with our partner before committing" is fine

We're not stingy about trial extensions; we're stingy about people abusing them by signing up multiple test accounts.

What's next

• Setting up your firm's branding — Practice+ feature, worth doing first thing
• Time tracking + billing — Practice+ enables invoicing
• AI matter briefings — Firm-tier feature