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Plan Usage Panel on the Dashboard

NEW

We’ve recently added a Plan Usage panel so firm admins can quickly see this month’s usage right from the dashboard.

What’s included:

  • Usage at a glance for Storage, OCR, Transcription, Doc Intelligence, and AI Credits
  • Simple progress bars showing included vs. overage usage
  • “View details” link for full breakdown

Quick notes:

👀 Visible to firm admins only

💵 Overage amounts show only if billing is enabled

📊 Storage shows GB used + daily average (no bar)

⏳ May briefly show a loading message while data updates

Here's a link to a detailed support article: https://support.casefleet.com/en/articles/14792138-plan-usage-panel-dashboard

A faster, clearer way to keep track of your plan usage!