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Task guide

Your Docavra subscription

The firm's plan, its invoices and how to pay them, the evidence that the firm is a law firm, and what happens when a bill goes unpaid.

Where to find it

Open Settings, Firm, Subscription. It has five tabs: Plan, Add-ons, Invoices, Verification and Referrals. Firm administrators may read and change it; nobody else sees it.

The plan

Plan shows the firm's plan, how often it pays, the seats in use, any credit on the account and the day it renews.

  • Pay to start, on a trial, asks how often the firm pays (monthly or yearly, each with its price) before the first invoice is made.
  • Change plan to move up or down, or to pay monthly or yearly. A move up applies at once, and the rest of the period is invoiced. A move down waits until the period ends.
  • Cancel the subscription asks why the firm is leaving, then ends the subscription when the paid period runs out. The firm's records stay readable afterwards for the time its notice gives.
  • How renewals are paid shows the card or mobile money wallet the firm keeps on file, which is charged on each renewal's due day; Renew from a wallet adds a wallet, which its owner approves by a code the network texts or a prompt on the phone. A kept card or wallet can be stopped, and each renewal is then paid by hand.
  • Agreements to accept lists Docavra's terms now in force, which the firm accepts once.

Invoices and paying

Every invoice from Docavra is under Invoices, with what it charges, the tax on it and what is still owed. Open one to:

  • Pay the amount owed by card or mobile money, through the payment provider. Where the provider's own page asks for the wallet's number, the firm gives it there. You come back to a page that waits for the provider's answer.
  • Send proof of a transfer if the firm paid by bank transfer or deposit into one of the accounts the invoice shows. Give the amount, the day, the bank's reference and the slip; Docavra matches it to the bank and the account is credited.
  • Open the PDF of the invoice, or the receipt of a payment.

Add-ons and storage

Add-ons shows This month's allowances (what the plan and the firm's packs allow of storage and messages, and what is used), What you hold and Buy more. Texts, emails and storage are sold by the pack, and so are the features Docavra sells apart from the plan. Choose Buy, say how many packs, read the invoice with its tax and choose Issue the invoice. Nothing is added until the invoice is paid. Storage renews monthly: Fewer packs or stop lowers it from the renewal day.

The plan's storage, with any storage the firm bought or was given, is the most the firm may keep. Every upload is weighed against everything the firm holds at that moment, so at the limit new uploads stop with a message saying so; every file already kept stays open, and nothing is ever deleted for being over. Buy more storage under Add-ons, or move up a plan. How much the firm uses against its allowance is also shown under Settings, System, Data and security.

One file may be up to 100 MB. A firm that needs to upload something larger (a long scanned bundle) asks Docavra support, who can raise the firm's limit for a while.

Verification

Docavra checks that every firm is a law firm in practice. Under Verification, send the principal's name, their licence or enrolment number and the chambers registration. You are told once it is checked, or why it was not accepted.

When a bill goes unpaid

A renewal that is not paid gives the firm a few days of grace, and a banner above every screen says so and links here. After that the firm becomes read only: everyone keeps reading the firm's records and may export them, but nothing new is recorded until the invoice is paid. A trial that ends unpaid, or a subscription that has ended, is read only in the same way.

A firm that is locked (see Start a trial or buy) can pay and nothing else: every other screen says the firm's account is locked and leads to the subscription, and the records are exported by contacting Docavra.

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