Every firm starts with a few free reports. After that you can pay per report, with no subscription, or subscribe to Growth for unlimited reports from prospects who use your link. Here is how the limits work and where to manage your subscription.
Current plans and pricing
The plans, what each one includes, and what each one costs are listed on the pricing page. That page is always current, so this article describes how the limits work rather than repeating the numbers.
What counts as a report
A report counts toward your allowance when you unlock it — not when the prospect submits, and not when you send a proposal.
When a prospect's review completes, the result appears on your dashboard as a locked preview. Clicking Unlock opens the full report. Before anything is used or charged, a confirmation shows exactly what the unlock will use — one of your free or included reports, or a charge to your card — and how many you have left.
Unlocking is per prospect and permanent: once a report is unlocked, reopening it never uses another one.
When the counter resets
- Without a subscription, your free reports are a one-time allowance for your firm. They do not reset.
- On Growth, every unlock is included, so there is no count to reset. (Scale, a legacy plan, keeps a monthly allowance that resets on the 1st.)
What happens when you reach your limit
It depends on your plan:
- On Growth, every unlock is included. There is no count and no overage. Going past our fair-use guideline (shown on the pricing page) only means we may reach out. Nothing is blocked or charged. (Scale, a legacy plan, keeps its monthly cap and overage rate.)
- Without a subscription, you can also keep unlocking. Once your free reports are used, each unlock is charged a flat per-report price (shown on the pricing page) to a card you add. The confirmation shows the exact amount, and that your card will be charged right away, before you agree to it. If you have no card on file, you are asked to add one first; adding a card charges nothing by itself.
Either way, your portal keeps working and your prospects see no difference. Prospects can still submit, the review still runs, and the result waits as a locked preview on your dashboard until you unlock it. Reports you have already unlocked are unaffected and remain accessible.
Managing your subscription
Go to Billing settings to:
- View your current plan and the reports you have used.
- Upgrade or change your plan.
- Update your payment method.
- Access invoices.
Downgrades and cancellations take effect at the end of the current billing period. You keep Growth until the end of the paid period.