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Usage & billing

Short answer: Usage & billing shows this month's file storage, records and logins, and what's above your plan's allowance. On the 1st, last month's usage charge is added to your regular INVESTOR PORTAL PRO invoice. Owners and admins only.

Usage & billing shows this month's file storage, records and logins, and what's above your plan's allowance. On the 1st, last month's usage charge is added to your regular INVESTOR PORTAL PRO invoice. Owners and admins only.

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Applies to: firm teams · Section: Workspace · Updated 2026-10-14