Usage & Limits
Monitor your usage to ensure you stay within your plan limits and avoid service interruptions.
Usage Dashboard
View your current usage on:
- Dashboard - Quick overview
- Billing page - Detailed breakdown
Usage Metrics
Cases This Month
| Plan | Limit |
|---|---|
| Basic | 1/month |
| Starter | 5/month |
| Pro | 25/month |
How it’s counted:
- New cases created
- Resets on billing date
- Includes portal and manual cases
Admin Buffer: Admins can create a few extra cases beyond the public portal limit:
- Basic: +1 extra
- Starter: +2 extra
- Pro: +5 extra
Storage Used
| Plan | Limit |
|---|---|
| Basic | 1 GB |
| Starter | 5 GB |
| Pro | 25 GB |
What counts:
- Uploaded documents
- Redacted versions
- All file types
What doesn’t count:
- System metadata
- Audit logs
- User accounts
Users
| Plan | Limit |
|---|---|
| Basic | 1 |
| Starter | 3 |
| Pro | 10 |
Counted as:
- Active users
- Pending invitations
Not counted:
- Deactivated users
AI Usage
| Plan | Monthly Budget |
|---|---|
| Trial | ~1,000 operations |
| Basic | Tier-specific |
| Starter | Higher limits |
| Pro | Highest limits |
AI operations include:
- Document text extraction
- PII detection
- AI recommendations
- Risk analysis
Monitoring Usage
Dashboard Widget
The dashboard shows:
- Cases used / limit
- Storage used / limit
- Visual progress bars
- Warnings when approaching limits
Billing Page
More detailed view:
- Current usage percentages
- Historical usage
- Usage by category
- AI budget remaining
Approaching Limits
Warnings
You’ll see warnings when:
- 80% of case limit used
- 90% of storage used
- AI budget running low
At the Limit
Cases:
- Public portal shows “temporarily unavailable”
- Admin buffer allows a few more
- New month resets counter
Storage:
- New uploads blocked
- Existing files accessible
- Delete files to free space
Users:
- New invitations blocked
- Existing users unaffected
- Deactivate unused accounts
Managing Usage
Reducing Case Count
Can’t reduce - counter resets monthly.
Plan ahead:
- Estimate monthly volume
- Upgrade if regularly exceeding
- Time non-urgent cases around billing date
Reducing Storage
- Go to case documents
- Delete unnecessary files
- Remove draft versions
- Archive completed cases
What to delete:
- Duplicate documents
- Draft versions (keep finals)
- Test files
- Large unused files
Reducing Users
- Go to Users
- Deactivate inactive accounts
- Delete if no longer needed
- Pending invitations count - cancel unused ones
Managing AI Usage
- Check budget on Billing page
- Use AI selectively for complex docs
- Simple docs may not need AI
- Budget resets monthly
Upgrading for More
If regularly hitting limits:
- Go to Billing
- Click Change Plan
- Select higher tier
- Immediate access to new limits
Usage Best Practices
For Cases
- Estimate monthly volume accurately
- Upgrade before you run out
- Use admin buffer only for urgent cases
For Storage
- Delete unnecessary files regularly
- Use appropriate file sizes
- Compress images before upload
- Archive old cases
For Users
- Only invite those who need access
- Deactivate when people leave
- Use appropriate roles (not everyone needs Admin)
For AI
- Prioritize AI for complex documents
- Manual review for simple cases
- Monitor budget throughout month
Billing Date
Your billing date determines when:
- Case count resets
- AI budget resets
- Monthly charge processes
Find your billing date on the Billing page.
Questions?
If you need:
- More cases than your plan allows
- More storage
- Custom limits
Contact support@sarportal.com to discuss Enterprise options.