Articles on: Getting Started/Set up

How to Create a Subscription from a Trial

Upgrading from a trial to a subscription takes just a few simple steps. Use this article as a guide to walk you through the process.


Step-by-Step Guide:


  1. Navigate to Settings: Once you're logged into FirmRoom, click the Settings tab in the top navigation bar.
  2. Access Billing: In the left-hand sidebar under the Settings menu, click Billing to access the plan selection page.

  1. Choose Your Plan: On the Billing page, you will see the available plans (e.g., "Basic" and "Pro") with their respective features and pricing


Review the features of each plan (e.g., Unlimited Users, Storage, Project type, AI Document Credits, In-built workflows) to decide which one best suits your needs.


  1. Initiate Subscription: After selecting a plan, click the Subscribe button at the bottom of your chosen option. The button will become active once a plan is selected.

  1. Enter Payment Information: After clicking Subscribe, a form will appear for you to enter your payment details.


You may also see options to "Add code" or "View details" regarding your subscription.


  1. Confirm Subscription: Once all payment details are entered, click the final Subscribe button at the bottom of the payment form to complete your subscription. After successful payment, your FirmRoom account will be updated with the features of your chosen plan.


If you have any questions or require further assistance with your subscription, please don't hesitate to contact us at support@firmroom.com.


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Updated on: 16/07/2025

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