Help center Check Your Brand

Troubleshooting

This feature is not in your plan

Updated August 27, 2026

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

FeatureNeeds
Export & share search resultsAny paid plan (Flex and up)
Unlimited searchAny paid plan
MCP server for AI assistantsFlex and up
Report editing (attorney mode)Solo, Practice, Firm, Enterprise
Monitoring slot packsAny paid plan
Client intake formPractice and up
White-label brandingFirm and up
Extra team seatsPractice (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.