Billing Claira to Your Clients

If your firm bills clients for AI review work, Claira's Billing Report gives you the monthly source data you need.

The Billing Report is a downloadable PDF (from the Usage tab) that shows token-factor counts — not dollar amounts. Pair it with your invoice to translate token usage into the charge that goes to your client.

The recommended approach is simple:

1. Pull your Claira Billing Report each month (or run the all-time scope at year-end).
2. Match usage to each client or matter.
3. Apply your firm's markup policy.
4. Add the total to your client invoice (or use it to generate invoice line items).

Why this works

• Consistent: You invoice from one monthly source of truth.
• Defensible: You can explain charges with report-backed usage data.
• Efficient: Finance can run the same process every month with minimal manual cleanup.

Monthly billing workflow

1. At month-end, open the Usage tab and click Download {month} to export the Billing Report for that cycle.
2. Group charges by client/matter (using your internal matter mapping).
3. Review unusual spikes before invoicing — the Tokens by category chart in the report makes large bulk or image scans easy to spot.
4. Apply your standard markup.
5. Add a clear AI review line item to each invoice.
6. Retain the report with your billing records for audit and client follow-up. For year-end reconciliation, run the Download all-time report — it includes a per-cycle breakdown table.

Markup guidance

Most teams apply a markup before passing Claira costs to clients. A common starting point is 2x cost, then adjusting by practice group, engagement type, or client agreement.

Use the markup policy your firm has approved. If a matter has a negotiated cap or alternate fee arrangement, follow that agreement first.

Example calculation

• Claira monthly usage for Matter A: $420
• Markup multiplier: 2.0
• Invoice amount for AI review: $840

Formula:

Client AI review charge = Claira usage x markup multiplier

Suggested invoice language

Use language that is specific but easy to understand. For example:

AI document review and analysis (powered by Claira), based on monthly usage allocation for this matter.

Best practices

• Keep one owner for monthly Claira-to-client billing reconciliation.
• Store your monthly report and allocation worksheet together.
• Apply the same markup logic across similar matters.
• Document exceptions (discounts, caps, write-downs) in the billing notes.

Important note

This article is operational guidance, not legal, tax, or accounting advice. Your client engagement terms and local rules always take precedence.