Account & Billing

Written By Eugenia Gueorguieva (Administrator)

Updated at September 21st, 2022

The Account & Billing module of the application allows you to view and manage your Clarra subscription plan, billing history, invoices and payments, as well as view your usage and limits.


The subscription tab displays your current subscription plan and allows you to add, upgrade, or cancel a subscription.

Subscription Plans

Clarra offers the following subscription plans:


  • Unlimited users
  • Manage up to 5 open matters
  • 10GB of storage
  • Additional open matters for a monthly fee


  • Unlimited users
  • Manage up to 20 open matters
  • 100GB of storage
  • Additional open matters for a monthly fee


  • Unlimited users
  • Manage up to 80 open matters
  • 1TB of storage
  • Additional open matters for a monthly fee


  • Unlimited users
  • Manage up to 200 open matters
  • 2.5TB of storage
  • Additional open matters for a monthly fee


  • Custom plans for firms managing more than 200 active matters per month

Each subscription plan includes unlimited users. A certain number of open matters and storage size are included in the different subscription plans. Additional matters that you may open exceeding

the number of included open matters for your subscription plan are billed at the price per matter specified for your plan.

Add or upgrade your subscription

When you upgrade their subscription, the old subscription is cancelled and the new subscription goes into effect at the time the change is made. If the change happens mid-billing cycle, the charges for both the old subscription and for the new subscriptions are prorated based on the portion of the billing cycle for which the subscription was active.

To add or upgrade your subscription, click on the green button “Add or upgrade a subscription” and follow the prompts.

Cancelling a subscription

When customers cancel their subscription, they will still be able to log in and access all of their data for 30 days after cancellation. However, they should have only “view” access, i.e. they should not be able to add new entries or edit existing data but they should be able to view everything, download/ export data, etc. We also need to make sure that the customer gets the appropriate notifications with info about the consequences of the cancellation.

Billing Contact

The billing information displayed here for your organization is the billing information entered in the Billing Contact Information section of the Company Info tab of Account Settings in Clarra. Invoices will be sent to the email address listed in the Billing Contact Information section. If you need to update the billing information for your organization, you can do that either in Account Settings in Clarra or in the Stripe Customer Portal, and it will automatically be updated in both places.

Billing History

The Billing History section lists the invoices that have been issued so far, the invoice number, invoice date, amount, and status. You can also download some or all of the available invoices.

Billing occurs monthly, on the 1st of each month. An invoice is sent to the billing contact designated for your organization in the Company Info section of Account Settings, also displayed in the Subscription tab of Account & Billing. Your credit card on file will be charged as soon as your invoice has been issued and is sent to the billing contact on the account.

We will bill you in advance for the subscription, and retroactive for the additional matters above the plan. For example, the February 1 invoice should include the subscription for the month of February plus the charge for any additional matters for the month of January.

If you sign up for Clarra mid-month, you will be charged the prorated amount for the remainder of the month.

If you change your subscription plan mid-month, your monthly charges will be prorated accordingly. If you have any billing questions, please contact

Payment History

The Payment History section lists all payments, along with the payment number, payment date, payment amount, and invoice number to which the payment relates to.

If you are on the Free plan and your invoices have zero payment due, the payment receipt number for the corresponding payment will be blank because no payment was due or made for that invoice.

Payment Methods

At this time, Clarra accepts only credit or debit cards as payment methods. The credit card used to sign up for your Clarra account is the default payment method on your account. You can add an additional payment method by selecting “+ Add payment method” and adding the new card information. To designate this card as your default payment method going forward, check the box “Use as default payment method”.

To delete a payment method, click on the “x” located on the far right of the default payment method.

If you have more than one payment method on your account, instead of an “x” you will see three dots. Clicking on the three dots provides you with two options - to delete the payment method, or to make it the default method of payment.

Usage & Limits

The Usage & Limits section provides details about your organization’s usage compared to your plan. It displays:

  • Your number of open matters at the moment
  • The number of open matters included in your subscription plan
  • Your current storage usage
  • The storage limit included in your plan
  • Your mater usage over time