Managing your subscription and plan

This article covers your firm’s subscription to Mylo Prime — for billing your own clients, see Getting paid online.

Changing plans

You can move between Starter, Professional, and Premier at any time from your firm’s billing settings. Plan changes take effect at the start of your next billing cycle. Upgrading mid-cycle to reach a feature? Contact us and we’ll sort out timing so you’re not double-billed.

Seats

You pay for each staff member who signs in. Plans have seat minimums (3 on Starter and Professional, 5 on Premier). Adding a team member adds a seat on your next invoice; deactivating one frees it. Clients using Mylo Loop are always free.

Annual billing

Annual billing saves 20% versus monthly. You can switch from monthly to annual at any point; the annual term starts at your next renewal.

Your invoices

Firm admins can view and download every Mylo Prime invoice from billing settings. Invoices itemize seats, add-ons (phone lines, AI Voice Agent), and any one-time charges.

Cancelling

Admins can cancel from billing settings — access continues through the end of the period you’ve paid for, and you can export your firm’s data at any time before or after cancelling. We don’t do lock-in: your data is yours.

Something looks wrong on an invoice?

Send us a billing request with the invoice number and what looks off. Billing questions go to a human on our team — we don’t argue with customers over line items, we fix them.