How does the plan and billing screen work?

Organization → Plan & billing is what your firm has with Veristep: the plan you are on, what it agreed to, and the projects with an open check this month — the ones the per-project fee counts. It is not the same thing as Billing under Business: that screen is your own invoicing of the work you can prove — closed cases, recorded hours, counted days — handed to your QuickBooks.

Upgrading, downgrading, or turning the branded workspace add-on on or off all happen from this page — a request an admin makes, confirmed on the account, never a card entered mid-task somewhere else in the product.

If the workspace has gone read-only — a trial that ran out, or an account between payments — this is also where you ask to reactivate. The fee and the wait are both stated on the page itself before you ask.