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 10-summary free trial. Marloo Pro includes a two-week free trial for document generation, starting 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 also trial document generation (a Pro feature) for free. Here is how the Pro trial works:
Trial start: Your two-week trial period begins from the date you generate your 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.
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.
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.
Upgrade to Pro in Settings > Billing > Upgrade to access document generation and Review Mode.