The model in one paragraph
RESO Professional is a monthly platform fee per firm — not per seat and not per case — plus metered case intelligence credits consumed when you run substantive analysis. The platform fee covers the workspace, unlimited users and cases, the client portal, document archive, billing tools, integrations under fair use, and Copilot for case Q&A. Credits cover the three intelligence lanes that produce billable work product. Current rates are always on the pricing page, which reads from the live billing configuration.
What consumes a credit
- Discovery / Transcript Intelligence credit — a Discovery analysis run: transcript-grounded diagnosis and the Discovery Report.
- Strategy / Resolution Intelligence credit — a strategy run: NDI, program viability, sequencing, and the Strategy Report.
- Work Verification / Retention credit — a retention analysis run: work-product summary and the fee-defense packet.
- E-sign envelope — a small per-envelope charge when you send a document for signature.
Each intelligence credit covers the whole unit of value: the AI-assisted analysis, the structured in-app intelligence, the saved case work product, and a client-facing export when the workflow produces one. There is no separate PDF fee — the export is part of the credit, and the credit applies whether or not you download the PDF on that pass.
What never consumes credits
- Users, cases, and documents — unlimited under the platform fee.
- Copilot questions against an open case — included under fair use, with no per-message meter.
- Questionnaires, intake, transcripts upload and parsing into the case record.
- The client portal, FORMS by RESO case-linked fills, and integrations like telephony and calendar sync.
Your first 30 days
Subscribing requires a card, and your first 30 days work as a live trial of the metered side: usage is tracked normally, your first usage invoice is $0, and the platform fee starts on day 31 through your subscription. You can run real cases — including credit-consuming reports — and see exactly what a month of your volume would cost before the meter bills.
Where usage shows
Settings carries your firm’s billing center: the subscription, effective rates (negotiated tiers show their actual rates there), a usage preview for the current period, and month-close invoices backed by an itemized billing ledger. Every credit consumption is recorded as a billing event tied to its case, so a partner can reconcile the invoice line by line against the work that generated it.
Firm billing vs. client billing
Two ledgers, deliberately separate. What RESO bills your firm (platform fee plus credits) lives in Settings. What your firm bills clients — Discovery fees, Strategy fees, implementation engagements — lives on each case in the Billing tab, with Stripe Connect invoicing and payment tracking. The economics work because the spread is yours: a case’s intelligence credits cost a fraction of what firms charge for the deliverables those credits produce.
High-volume firms
Public list rates are the default tier, not the ceiling. Firms running roughly a thousand or more cases per year should contact sales for volume pricing, annual terms, and multi-office arrangements — negotiated rates then appear as your effective rates in Settings.