Case-and-credit billing applies to firm workspaces. Paid firms keep
pay-as-you-go billing active as the baseline. Credit packs are optional
discounted balance on top of that subscription. Approved pilot firms may
receive a comped pilot credit allocation before Stripe billing is activated.
The firm pays when Pete first produces attorney-ready work for a case. That can
come from a C-file or from enough non-C-file records for attorney review.
Uploading records, creating a case, receiving a case starter submission,
declining a case, retrying failed processing, or adding later records to the
same case does not use a separate credit by itself.
How billing works
- A case is billed once, using one credit when credits are available.
- Firms pay per case as usage accrues through the active pay-as-you-go
subscription.
- Firms can pre-buy credits in larger packs for discounted per-case economics
after billing is active.
- Prepaid credits are used before pay-as-you-go usage.
- Credits never expire.
- When a paid firm’s credit balance reaches zero, cases fall back to
pay-as-you-go billing at cycle end.
- Approved pilot credits are used before pay-as-you-go usage and can let Pete
process pilot cases before Stripe billing is active.
- Firm owners manage payment methods, invoices, and billing details through Stripe.
- Firm owners activate pay-as-you-go billing before regular billable case
work can run.
Specific rates and discount tiers are handled in the firm’s agreement and billing settings.
Firm owners see the Pay as you go plan, billing-period date range, expected
bill, case credits, cases this period, and all-time cases in
Billing. Billing also shows header actions for Stripe-hosted invoices and
payment details, case credit packs with per-case discounts and total
savings against pay-as-you-go pricing, and Stripe-hosted invoices when invoices
exist. Referrals lives in its own Settings page with the firm’s referral code,
link, successful referral records, and the inbound referral note only when the
firm joined Pete through another firm’s referral.
Uploaded source material can be stored before billing is active. OCR,
extraction, C-file processing, and attorney-ready case work start only after
the firm activates pay-as-you-go billing or has an active pilot credit
allocation.
What consumes a credit
A credit is consumed when Pete first produces attorney-ready work for review on
a case, including records-only cases that are ready before a C-file is attached.
The case can include a summary, condition context, evidence and citation
mapping, gaps and conflicts, attorney decision areas, deadlines, source
references, and draft work product when available.
What does not consume a credit
These actions do not consume a credit by themselves:
- Creating a case.
- Uploading records.
- Adding later files or plain-text notes to the same case.
- Updating or regenerating attorney-ready work for the same case after later
records arrive.
- Receiving a case starter submission.
- Declining a case before prep.
- Processing that fails before attorney-ready work is produced.
Referral credits are added after the referred firm activates billing. Your firm
and their firm both get 3 credits once the referred firm activates billing.
Firm owners can copy the referral code or link from Referrals. Earned credits
appear in Billing with the rest of the credit balance and in Referrals as
successful referral records.
Billing access
Only firm owners manage billing. Billing metadata stays narrow and does not send case names, client names, medical facts, claim details, or other sensitive case data to Stripe metadata. Last modified on August 13, 2026
