Troubleshooting
This feature is not in your plan
On this page
What you see: a disabled button with a tooltip, for example “Exporting search results is not included in your plan”, and a link to compare plans.
Which features are gated
| Feature | Needs |
|---|---|
| Export & share search results | Any paid plan (Flex and up) |
| Unlimited search | Any paid plan |
| MCP server for AI assistants | Flex and up |
| Report editing (attorney mode) | Solo, Practice, Firm, Enterprise |
| Monitoring slot packs | Any paid plan |
| Client intake form | Practice and up |
| White-label branding | Firm and up |
| Extra team seats | Practice (5), Firm (15), Enterprise (unlimited) |
Which features are not gated
Worth knowing, because these surprise people in the other direction:
- Full search results, with all filters and sorting, on the Free plan.
- Downloading an assessment as PDF or Word, on every plan — the report was already paid for with a credit.
- Sharing an assessment or a bundle by public link, on every plan.
- Chatting with a finished assessment, on every plan.
- Buying and spending credits, on every plan including Free.
- One monitoring slot, on the Free plan.
The distinction that catches people out
Search result export and sharing is plan-gated. Assessment export and sharing is not.
The reasoning is simple: a search is included in your plan, so distributing its output is a plan feature. An assessment was bought with a credit, so it is yours to take away regardless of plan.
What to do
- If you need it once, check whether an alternative route is open. A saved search cannot be exported on Free — but the assessment you run from it can.
- If you need it regularly, upgrade. Plans compared shows where each feature starts.
- If you are on a team subscription and something is blocked, check with the owner: entitlements follow the subscription, and members inherit whatever it includes.