Billing and plans
Document Blueprint has four plans — Free, Lite ($19/mo), Pro ($99/mo), and Scale ($299/mo) — managed from the Plan row in Settings → Account. Pro is the tier that unlocks the dashboard, cases, Gmail/Drive integrations, additional workspaces, and team seats. Billing runs through Stripe: Upgrade opens Stripe Checkout, and Manage billing opens the Stripe customer portal.
The plan boundary that matters most in Document Blueprint sits between Lite and Pro: Free and Lite are template-and-autofill tiers, while Pro turns on the whole case-management surface — the dashboard, inbound automations, teams, and the client portal. Everything billing-related lives in one place, the Plan row of Settings → Account, with deeper usage and team panels right below it.
The plans
| Free | Lite | Pro | Scale | |
|---|---|---|---|---|
| Price (monthly) | $0 | $19 | $99 | $299 |
| Templates | 3 | 15 | Unlimited | Unlimited |
| AI tokens / month | 500K | 2.5M | 8M | 15M |
| OCR pages / month | 20 | 500 | 5,000 | 15,000 |
| Storage | 500 MB | 5 GB | 50 GB | 500 GB |
| Max upload size | 10 MB | 50 MB | 250 MB | 1 GB |
| AI models | Gemini 2.5 Flash Lite only | All | All | All |
| Dashboard, cases, map + calendar views | — | — | Yes | Yes |
| Gmail & Drive connections, automations | — | — | Yes | Yes |
| Batch autofill | — | Add-on | Included | Included |
Annual billing is available for paid plans and saves two months (annual = 10x the monthly price). Free and Lite users can also start a one-time 14-day Pro trial — the dashboard upgrade prompt offers "Start 14-day free trial"; each account gets exactly one.
What upgrading to Pro unlocks
- The dashboard surface — cases, mailboxes, the map and calendar views. On Free and Lite the product is template-centric; Pro is where case management lives.
- Additional workspaces. Every account gets its first workspace automatically; creating more than one — and editing workspace settings or deleting a workspace — requires Pro.
- Gmail and Drive connections and the automations they power (inbox ingestion, Drive folder import, Gmail draft composing). See Connecting Gmail and Google Drive.
- Team seats and the client portal — invite teammates and share cases with portal clients.
- Batch autofill included rather than as an add-on.
Seats and team members
On Pro, the Team panel (an expandable row in Settings → Account, labeled "Manage members, seats, and invites") shows a live seat summary: Plan / Limit / Used / Available, with pending counts called out. The rules:
- Pro includes 2 seats — you plus one teammate. Scale includes 10. Free and Lite are single-seat plans (just you).
- Each additional seat beyond the included count costs $15/month on Pro ($25/month on Scale), billed through Stripe.
- A seat is consumed by each active team member and each still-pending invite — an outstanding invite reserves its seat until it's accepted, declined, or expires. The owner's own seat counts toward the limit.
- Client/portal users never consume seats; only seated workers and admins count.
- When no seats are free, sending an invite fails with "No unassigned seats available. Add seats in Billing to invite more teammates."
- Pro owners can add extra seats directly in the Team panel — set the count and click Update Seats. Extra seats are billed monthly per seat through Stripe, with proration handled automatically when you change the count.
Note that team invites are real emails — they're delivered to the invitee's inbox (unlike case sharing, which only composes a Gmail draft for you to send).
AI tokens and usage
Every AI feature — autofill extraction, chat, automated file ingestion — debits your monthly token allowance, weighted by the selected model's cost multiplier (see Choosing AI models). Each autofill run also adds a flat 1,000-token overhead, and plans carry a per-autofill token cap plus a daily autofill count cap as burst protection.
The Usage panel (an expandable row in Settings → Account) shows your live meters:
Paid plans that run over their monthly token allowance see a Buy 1M more tokens — $15 button next to the pack balance — purchased packs top up your balance without changing your plan.
Managing billing
Everything hangs off the Plan row in Settings → Account:
- On Free: an Upgrade button opens Stripe Checkout.
- On a paid plan billed through Stripe: a Manage billing button opens the Stripe customer portal (payment method, invoices, billing cycle, cancellation), and a Downgrade button opens a confirmation dialog — "Schedule downgrade to Free at the end of your billing period?" — with the note "You keep access to your current plan until then."
- On a complimentary paid plan (granted manually, no Stripe subscription): the row shows "Complimentary access" and no billing buttons.
Downgrading never deletes your data — Pro-only surfaces simply lock until you upgrade again.
Billing emails
Stripe lifecycle events trigger three real emails (these are actual sends, not drafts):
| When | |
|---|---|
| Upgrade welcome | After a checkout completes — plan name, price, and what's now unlocked |
| Subscription receipt | Alongside the welcome email — plan, billing cadence, amount |
| Cancellation confirmation | When your subscription is cancelled or ends |