Executive Summary
Marloo offers two plans: Plus (all features except document generation) and Pro (includes document generation).
Adviser, Admin, and Manager are paid seats. Support Staff seats are free.
Marloo Plus includes a free trial where you can generate up to 10 meeting summaries.
Marloo Pro includes a two-week free trial for document generation. The trial is self-activated and starts from the date you generate your first document.
Manage your plan, payment methods, and invoices in Settings > Billing.
Plans
Plus
The Plus plan includes all Marloo features except document generation. See Settings > Billing for current pricing.
Pro
The Pro plan includes everything in Plus, along with document generation (which includes Review Mode). See Settings > Billing for current pricing.
Billing by Role
Adviser, Admin, and Manager are paid seats. Support Staff seats are free.
Adviser: Paid
Admin: Paid
Manager: Paid
Support Staff: Free
Free Trials
Plus Free Trial
New accounts include a 10-summary free trial of Marloo Plus. You can generate up to 10 meeting summaries with full access to all Plus features before committing to a plan.
Pro Free Trial (Document Generation)
You can trial Document Generation (a Pro feature) for free. The trial is self-activated. Here is how it works:
How to start: Open Documents in your left-hand navigation and click New document. Generating your first document starts the trial.
Trial length: Two weeks from the date you generate that first document. Creating your account alone does not start the trial.
During the trial: You have full access to all Pro features, including document generation and Review Mode.
When the trial ends: You will be prompted to select a plan. Your existing data remains accessible.
Need more time? Contact support to request a trial extension.
What happens at the end of a free trial
When your free trial ends, your access to certain features changes, but your data stays put.
Plus trial: After your 10 free summaries, you'll be prompted to choose a plan. Existing recordings, transcripts, summaries, and notes remain in your Marloo instance.
Pro trial: When your two-week trial ends, document generation access pauses until you subscribe to Pro. Documents you generated during the trial remain accessible.
Your data is retained by default. We only remove it if you specifically request deletion.
Managing Your Subscription
Accessing billing
Go to Settings > Billing to view your current plan, billing period, and payment details.
Upgrading your plan
To upgrade from Plus to Pro, go to Settings > Billing > Upgrade and follow the prompts.
Downgrading your plan
To downgrade from Pro to Plus, contact Marloo support. Downgrades take effect at the end of your current billing period.
Invoices and receipts
Go to Settings > Billing > Manage to view and download your invoices and receipts. All invoices are issued through Stripe.
Payment methods
To add or update your payment method, go to Settings > Billing > Manage. You can update card details or change your payment method at any time.
Cancellation
Marloo subscriptions are month-to-month with no minimum contract.
Cancellation takes effect at the end of your current billing period.
You can cancel via Settings > Billing or by contacting support.
Your data is not automatically deleted when you cancel. You retain access to your existing data until the end of the billing period.
Team Billing
Adviser, Admin, and Manager seats are each charged individually at the plan rate. Support Staff seats are free.
Creating a new billed account triggers billing immediately, even if that user has not yet recorded any meetings. Review your team in Settings > Billing to manage active accounts.
Block and Firm Subscriptions
For firms using block or firm-level subscriptions, the firm administrator controls which accounts are active. Individual advisers cannot override firm-level subscription decisions.
Contact your firm administrator if you need to make changes to your account status.
Frequently Asked Questions
How do I get a receipt?
Go to Settings > Billing > Manage. Invoices and receipts are issued through Stripe and can be viewed or downloaded from there.
Is there a discount for multiple advisers?
Contact support for team pricing options.
My trial ended and I cannot use certain features.
Select a plan in Settings > Billing to restore access. If you need a trial extension, contact support.
I am on Plus and want to try document generation.
You can get started on your own. Open Documents in your left-hand navigation and click New document. That starts your two-week Pro trial, with full Document Generation access. If you want to upgrade to Pro permanently, go to Settings > Billing > Upgrade.
What happens to my data when my free trial ends?
Your data is retained by default. All recordings, transcripts, summaries, notes, and documents you created during your trial remain in your Marloo instance after the trial ends. We only remove your data if you specifically request deletion.