Account & Billing

Keep your account secure and up to date. **Profile Settings:** Access your profile settings to update: • Display name and photo • Email address (requires verification) • Phone number • Time zone and language **Security Settings:** **Password Management** • Change password anytime • Use strong, unique passwords • Minimum 12 characters recommended **Two-Factor Authentication (2FA)** Enable 2FA for extra security: 1. Go to Settings > Security 2. Click "Enable 2FA" 3. Scan QR code with authenticator app 4. Enter verification code to confirm **Session Management** • View active sessions • Log out from all devices • See login history **Account Recovery:** • Keep recovery email updated • Save backup codes for 2FA • Contact support if locked out

Manage how you pay for services on CaseBench. **Supported Payment Methods:** **Credit/Debit Cards** • Visa, Mastercard, American Express • Secure storage with encryption • Automatic card updates for expired cards **Bank Transfer (ACH)** • Connect your bank account • Lower fees than card payments • Processing time: 3-5 business days **Account Credit** • Pre-load funds to your account • Faster checkout process • No per-transaction fees **Adding a Payment Method:** 1. Go to Settings > Payment Methods 2. Click "Add Payment Method" 3. Choose method type 4. Enter details and verify 5. Set as default if desired **Managing Saved Methods:** • Edit expiration dates • Remove old methods • Set default payment method • View method usage history

Access and manage all your invoices. **Finding Your Invoices:** Navigate to Payments > Invoices to see: • All past invoices • Pending payments • Payment history **Invoice Details:** Each invoice includes: • Invoice number and date • Itemized list of services • Case references • Payment status • Tax information (where applicable) **Downloading Invoices:** • Click on any invoice to view details • Download as PDF for your records • Email invoice to yourself or others • Bulk download for accounting **Invoice Status Types:** • **Paid**: Payment completed • **Pending**: Awaiting payment • **Overdue**: Past payment deadline • **Processing**: Payment in progress **For Accounting:** • Filter by date range • Export to CSV/Excel • Generate tax summaries • Access yearly statements

Manage your CaseBench subscription plan. **Current Plans:** **Pay-As-You-Go** • No monthly fee • Pay per case • Full platform access **Professional (Coming Soon)** • Monthly subscription • Discounted case rates • Priority support • Advanced features **Volume Plans (Coming Soon)** • Custom pricing for high-volume users • Dedicated account manager • Custom integrations **Managing Your Plan:** 1. Go to Settings > Subscription 2. View current plan details 3. See usage and spending 4. Upgrade or change plans **Billing Cycle:** • Monthly billing on signup date • Prorated charges for mid-cycle changes • Cancel anytime (no long-term contracts) **Cancellation:** • Data retained for 90 days • Download your files before canceling • Reactivate anytime to restore access

Keep your business details current for invoicing and compliance. **Business Profile:** Update your business information at Settings > Business: **Company Details** • Legal business name • DBA (doing business as) • Business type (sole proprietor, LLC, etc.) • Tax ID / VAT number **Contact Information** • Primary business address • Billing address (if different) • Business phone • Business email **Professional Details** • License numbers • Certifications • Insurance information • Accreditations **Why This Matters:** • Accurate invoicing and receipts • Tax documentation • Compliance with regulations • Professional credibility **Verification:** Some information may require verification: • Business license upload • Tax document submission • Address verification letter

Add and manage team members on your account. **Adding Team Members:** 1. Go to Settings > Team 2. Click "Invite Team Member" 3. Enter their email address 4. Select their role 5. Send invitation **Team Member Roles:** **Owner** • Full account access • Billing management • Team administration • Cannot be removed **Admin** • Full feature access • Team member management • Cannot access billing **Manager** • Case management • View reports • Limited settings access **Staff** • Submit and view cases • Basic messaging • No administrative access **Managing Permissions:** • Change roles anytime • Remove team members • Transfer ownership (contact support) • Set department groupings **Team Activity:** • View team member activity • Track case assignments • Monitor productivity • Generate team reports