Search results for Billing
10 articles found
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Firm Settings: Billing
Overview Subscriptions are controlled with ease through the automated billing module in Firm settings. Managed in application by Partner or Admin users only. Firm Settings Go to Firm settings to
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Video: Firm Settings: Billing Tab
Legacy Clockwork Subscriptions are annual. Your firm will pay the subscription on either an annual or monthly basis. When you increase your subscription seat count, your Firm will pay for the
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Billing Information
Please know that the Subscription Services are billed in advance and are non-refundable. There will be no refunds or credits for partial service or upgrade/downgrade refunds. In case you add a new
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Firm Settings: Switch Users
To switch the user in an active seat: 1. First Deactivate the user who will no longer need access to Clockwork. 2. Then Add the user who will be taking the now open Clockwork seat. This ensures no
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Premium API
This article will guide you through the process of turning on and generating your API keys and rate limits. Premium API is an Add-On Feature for Pro Tier Firms. This feature can be turned on in your
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Company Enrichment Integration
This article will detail how to turn on the Nubela Integration found in the Integrations tab of your Firm Settings. This Company Enrichment Integration requires credits to update records inside of
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Person Enrichment Integration
This article will detail how to turn on the Nubela Integration found in the Integrations tab of your Firm Settings. This Person Enrichment Integration requires credits to update records inside of
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Companies Panel Overview
Within the Companies panel you will notice the following tabs and you will see all cards that are helpful with your research: Table of Contents Panel Configurations Notes Profile Company Contact
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Video: Firm Settings: How to Add a New User
Subscription Services - Adding User Seats to your Account All Subscription services contracts Terms are annual or multi-annual, whether they are paid with annually or in monthly installments payment
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Firm Settings: Add/Edit Users
Subscription Services - Adding User Seats to your Account All Subscription services contracts Terms are annual or multi-annual, whether they are paid with annually or in monthly installments payment