Billing and Plans

Plan comparison

Feature	Free	Solo	Agency
Monthly price	$0	$29	$79
Active intakes	1	15	60
Items per intake	10	Unlimited	Unlimited
Seats	1	1	3
Storage	1 GB	25 GB	100 GB
API rate limit	60 req/h	600 req/h	3,000 req/h
Secrets vault	No	Yes	Yes
Item revisions	No	Yes	Yes
SMS reminders	No	No	Yes (with credits)
Custom branding	"Powered by BriefGate"	Your logo + colors	+ Custom portal domain
Custom sending domain	No	No	Yes
Chase schedules	default, off	All (gentle/default/aggressive/off)	All
Templates	3 public	3 public + custom	3 public + custom + team-shared
Support	Community	Email, 48h	Priority email, 24h
Annual billing	—	$23.20/mo (–20%)	$63.20/mo (–20%)

Annual billing is charged as a single upfront payment. The per-month figures above show the effective monthly cost.

Add-ons

Available on Solo and Agency plans:

Add-on	Price
SMS credits	$5 / 50 messages
Extra storage	+50 GB for $5/month
Additional Agency seat	+$15/seat/month

SMS credits are consumed per message sent (one reminder = one credit). Credits do not expire.

Upgrading

Start a checkout session via API:

POST /v1/billing/checkout

json

{
  "plan": "solo",
  "period": "monthly"
}

Response:

json

{
  "checkout_url": "https://checkout.stripe.com/c/pay/cs_live_..."
}

Redirect the user (or open the URL in a browser) to complete payment via Stripe. After payment, the plan is active immediately and existing intakes are not affected.

For annual billing, set "period": "yearly".

Managing your subscription

Open the Stripe Customer Portal to change plan, update payment method, or cancel:

POST /v1/billing/portal

Response:

json

{
  "portal_url": "https://billing.stripe.com/session/..."
}

Portal sessions expire after 5 minutes. Generate a new one if the user does not use it in time.

Checking usage

GET /v1/usage

Returns current period usage against your plan limits:

json

{
  "tier": "solo",
  "period_start": "2026-07-01T00:00:00Z",
  "period_end": "2026-08-01T00:00:00Z",
  "active_intakes": {
    "used": 7,
    "limit": 15
  },
  "storage_bytes": {
    "used": 3221225472,
    "limit": 26843545600
  },
  "rate_limit_per_hour": 600
}

active_intakes counts intakes in pending, in_progress, or revision_requested status. Completed and archived intakes do not count toward the limit.

Machine-readable pricing

Agents can fetch current pricing without scraping the landing page:

GET https://api.briefgate.dev/pricing.json

No authentication required. Returns the TIER_LIMITS object with all plan features and numeric limits. The response is cache-friendly (ETag + Last-Modified headers).

Data retention

Default: data is retained 90 days after intake.completed, then automatically purged (files + submitted values)
Configure retention per account:

PATCH /v1/account
{"retention_days": 365}

Valid range: 1 to 3650 days.

For immediate deletion of a specific intake (including all files in R2 storage):

DELETE /v1/intakes/:id

This is irreversible. The intake, all submitted values, all files, and all chase history are removed.

For full account deletion, contact support. All data is removed within 30 days.