Moving to a Higher Plan
Plan changes are handled by our sales team. Once your plan is active, the other plans in Account Settings > Pricing Plans will display "Want to Upgrade? Contact Sales" for both monthly and annual options.
To move to a higher plan, contact sales@nextchapterbk.com and we'll walk through your options.
Please note: All plans require a 12-month annual contract, whether billed monthly or annually.
Adding Users to Your Current Plan
Because plans are priced per user, adding a user means adding a seat to the plan you already have. You can do this yourself:
Go to My Account Settings.
Select Pricing Plans.
Click Manage Subscription.
Use the counter to add seats, then select Save changes.
Once a seat is added, assign it to a user from My Account Settings > User Accounts and Invites. Users without an assigned seat have limited access to the account and cannot work in cases.
Downgrades and Cancellations
Downgrades and cancellations are not available mid-contract. Any change takes effect at the end of your 12-month term. Reach out to our sales team to discuss plan changes at renewal.