About Actionstep Subscriptions

In this article:

• Viewing Subscription Settings
• About Pricing

This article explains how Actionstep subscriptions and payments work.

WARNING: Billing for your Actionstep subscription is a fully automated process. Actionstep is a login-based subscription where a member of your organization is responsible for maintaining the users and subscription settings correctly in order for subscription billing to be correct.

Viewing Subscription Settings

There are two ways authorized users can access the Subscription Settings page: 

• Hover over the organization menu and choose Subscription Settings.
• Click the Admin link near the top-right corner of the page. On the Admin page that appears, click Your subscription.

Both will take you to your Actionstep Subscription page:

On the subscription settings page, you can:

• Update your credit card details.
• View/edit billing information (for example, review the name on the invoice, email address invoices are sent to, contact phone number, and billing address).
• View your transaction history and invoices.
• Change to annual billing.

About Pricing

Actionstep offers different product plans to deliver the best experience and value to law firms of all shapes and sizes. Please see the Actionstep website for more information on pricing: Actionstep Pricing. 

Pricing FAQ's

Q. Why is my payment not showing?

A. The Subscription Settings page has a Payment Information section. If you are paying using a valid credit card, the auto-billing run will charge the credit card and record the receipt transaction. If you are paying using any other method, this will require the Actionstep Accounts team to manually receipt the payment. There could be a delay of up to five days for this to show.

Q. I have updated my credit card but my account hasn't been paid. Why?

A. This is most likely because your credit card was declined for some reason. If this happens, the person listed on your billing account will receive an email. Please contact your bank for details on why the transaction was declined. Once you have rectified the situation, please re-load your credit card since the profile is removed after a transaction is declined.

Q. I don't have a credit card. How do I pay?

A.  If it is not possible for you to use a credit card for payment, please email accounts@actionstep.com for alternate payment methods in your jurisdiction.

Q. Why benefits does annual billing have over monthly billing?

A. With annual billing, you receive a reduced priced over the year term when compared with monthly billing. 

Q. How can I change to annual billing?

A. You can change to annual billing by clicking See details when switched to annual billing on the Subscription Settings page. Read through the disclaimers and acknowledge that you understand how the annual billing and terms of use work, then click Save.

Q. What happens if I want to add more users throughout the year and I am on annual billing?

A. Users added throughout the year are charged a prorated lump sum, based on which point of the year they are being added into the system. For example, say you add another user to your current plan six months into the year. They would be charged half of the annual subscription rate.

Q. What happens if users leave throughout the year on annual billing?

A. The annual billing option works off a 'seats' model, which means you can add or remove users freely within the number of seats you originally purchased for those 12 months. For example, if you needed to replace one of your users because one of your staff left, you would simply need to remove the original user first before adding the new user and there would be no additional charge.

Q. What if we need to reassign or remove users with monthly billing?

A. Users on a monthly subscription are charged at the beginning of the month. There is no refund issued if you remove a user; however, you can reassign the vacated seat to a different user before the end of the month. If the seat isn't reassigned, it will be removed from your subscription starting the next month.

WARNING: You will NOT be refunded for any vacant seats if users are removed and not replaced.