About Actionstep Subscriptions

Related articles:

• Adding and Removing System Users
• An Overview of Actionstep's Billing Portal
• Updating Your Payment Method
• Billing Portal FAQ
• Canceling your Actionstep Subscription

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.

About Subscriptions

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. 

Subscription FAQ's

Q. What is my service period?

A. Actionstep Subscriptions are paid upfront for the next service period. Your renewal date can be found on your invoice in the top right corner. The service period covers from your renewal date to the next renewal date depending on your billing term (monthly or annual).

Q. What 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 enquire about changing to annual billing by emailing our team at [email protected].

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 happens if I want to add more users throughout the year and I am on monthly billing?

A. Users on a monthly subscription are charged at the beginning of the month for the number of users in their system on that date. If you wish to add a new user into your system above your current license count, you can do this at any time by following the instructions in our guide: Adding and Removing System Users (Admin). A pro-rated charge will be issued on your next invoice for this user, in addition to the new number of licenses. This may look like you are being charged for an extra license, however this charge is for the pro-rated license fee for the previous month. 

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

A. If you are reassigning or replacing a user, please ensure you remove the inactive user before adding the new user, to prevent an additional charge.  There is no refund issued if you remove a user during your service period; however, you can reassign the vacated seat to a different user before the end of the month for no additional charge. If the seat isn't reassigned, it will be removed from your subscription starting the next month. 

Q. Why has my invoice not changed after removing all but 1 license?

A. Actionstep has a base access fee applied to customers. This access fee is inclusive of up to 3 licenses before any additional per user charges are applied. If you wish to remove all but 1 license, your invoice will reflect this base access fee.

Q. How do I cancel my Actionstep Subscription and will I have access for the remainder of my service period if I do?

A. To cancel your Actionstep Subscription, please follow the instructions in our guide article: Canceling your Actionstep Subscription. Please note, as per our Terms of Use, we are unable to cancel your system for you and notice by email of intention to cancel is not an accepted means of cancellation. Once you have cancelled your system, you will no longer have access to it. We recommend you request a backup of your data from Support by following the instructions in our article: Requesting Backups of Your Actionstep Data prior to cancellation. 

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