Firm administrators can view and manage their subscription details by opening Settings → Billing in the Quilia portal. This page provides a straightforward view of your current plan and controls for updating your subscription.
The plan view
The billing page displays your current active plan. This view helps your firm understand its subscription level at a glance. It confirms your plan type and gives you an overview of your current access.
Manage plan
To make adjustments to your subscription, select Manage plan. This allows you to update your billing details and review your current billing terms. If your firm is on a pay-per-case model, this section also outlines how billing interacts with case imports.
How billing counts clients
For firms using a pay-per-case model, Quilia only bills for active client usage. An imported client can remain pending without a charge. Billing for a client begins once, triggered by whichever of these happens first:
- The client is first invited to use Quilia.
- The client opens the app.
This ensures you are only billed when the client engagement process actually starts, not simply when the case is created or imported in your case management system.
Upgrade
If your firm needs access to additional features, select Upgrade from the billing page. Upgrading allows you to move to a higher tier plan seamlessly without disrupting your existing cases or client communication.