Executive Summary
Marloo offers three plans: Free, Plus (all features except document generation) and Pro (includes document generation).
Adviser, Account owner and Manager are paid seats. Support seats are free.
The Free plan is designed for up to 10 meeting summaries. Depending on your firm's setup, you may see an upgrade prompt from your 8th summary and need Plus or Pro to continue after the 10th.
Marloo Pro includes a 14-day free trial for document generation. In Australia, New Zealand and the UK any team member can start it from Documents. Elsewhere, click Book a demo and we will set it up for you.
Manage your plan, payment methods, and invoices in Settings > Billing.
Plans
Free
The Free plan is designed for up to 10 meeting summaries. Where the limit applies, choose Plus or Pro in Settings > Billing after your 10th summary to keep generating summaries.
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, Account owner and Manager are paid seats. Support seats are free.
Adviser: Paid
Account owner: Paid
Manager: Paid
Support: Free
Free Trials
Free plan (10 summaries)
New accounts start on the Free plan, which is designed for 10 meeting summaries. Depending on your firm's setup, you may see a prompt to upgrade from your 8th summary and need to choose Plus or Pro in Settings > Billing after the 10th to keep generating summaries.
Pro Free Trial (Document Generation)
You can trial Document Generation (a Pro feature) for free. Here is how it works:
How to start: Open Documents in your left-hand navigation and click Start free trial. Any team member can start the trial for the firm. Self-serve trials are available in Australia, New Zealand and the UK. Elsewhere, click Book a demo and we will set it up for you.
Trial length: 14 days from the day you start the trial. 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: The next time you try to create a document you will see a prompt to upgrade in Settings > Billing. 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.
Free plan: 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 14-day trial ends, document generation access pauses until you subscribe to Pro. Documents you generated during the trial remain accessible.
Your data stays in your Marloo workspace. Nothing is deleted when a trial or plan ends — you keep access to your recordings, transcripts, summaries, notes and documents. If you'd like your data removed, contact support.
Managing Your Subscription
Accessing billing
Go to Settings > Billing to view your current plan, billing period, and payment details.
Upgrading your plan
To upgrade, go to Settings > Billing and click Get Plus or Get Pro. Checkout opens in Stripe. If Marloo has given you a promotion code, enter it on the Stripe checkout page: see How to apply a promo code at checkout.
Downgrading your plan
To downgrade from Pro to Plus, go to Settings > Billing and click Manage plan. This opens the Stripe billing portal. Invoice-billed firms are downgraded by Marloo on request. Downgrades take effect at the end of your current billing period.
Invoices and receipts
Go to Settings > Billing > Manage plan 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 plan. 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 > Manage plan, which opens the Stripe billing portal. Invoice-billed firms are cancelled by Marloo on request.
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
Plans sit at the company level, meaning all billed users in your firm must be on the same plan (you cannot mix Pro and Plus seats directly). However, if your firm is on Pro and some advisers do not need document generation, this can be arranged by Marloo on request.
Adviser, Account owner and Manager seats are each charged individually at the plan rate. Support seats are free.
Creating a new billed account triggers billing immediately, even if that user has not yet recorded any meetings. Seat changes are prorated: adding a paid seat is invoiced straight away, and removing one becomes a credit on your account rather than a refund. Review your team in Settings > Team 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?
How do I get a receipt?
Go to Settings > Billing > Manage plan. Invoices and receipts are issued through Stripe and can be viewed or downloaded from there.
Is there a discount for multiple advisers?
Is there a discount for multiple advisers?
Team pricing options are available for firms with multiple advisers.
My trial ended and I cannot use certain features.
My trial ended and I cannot use certain features.
Go to Settings > Billing and click Get Plus or Get Pro to restore access. If you need a trial extension, contact support.
I am on Plus and want to try document generation.
I am on Plus and want to try document generation.
In Australia, New Zealand and the UK you can get started on your own. Open Documents in your left-hand navigation and click Start free trial. That starts your 14-day Pro trial, with full Document Generation access. Elsewhere, click Book a demo. If you want to upgrade to Pro permanently, go to Settings > Billing and click Get Pro.
What happens to my data when my free trial ends?
What happens to my data when my free trial ends?
Your data stays in your Marloo workspace. All recordings, transcripts, summaries, notes and documents you created during your trial remain available after it ends. You own all of your data in Marloo. If you'd like it deleted, contact support — see How to delete your Marloo account.