This page explains how to cancel a Retained on Record subscription and what happens after canceling.
Unless the billing portal explicitly states otherwise, cancellation stops future renewals and your access continues until the end of the current paid period.
After the paid-through date, staff features that require an active subscription may be blocked.
Engagement sessions created while the firm was entitled may remain accessible to clients for signature and download flows, depending on firm configuration and the status of that engagement. Firms should export retained packets for completed matters as part of normal recordkeeping.