Case ActivationCopy Anchor Link

Case activation is now a two-step flow:

1. Choose a plan. The screen opens on the five standard plans, on Claira's own models, with Pro selected.

   • Each plan card shows its monthly price, the tokens it includes each month, what that works out to per token, and a one-line description.
   • The selected plan is indicated by color and a left-side radio control.

   Below the plans, a narrow Claira Private row ($899 per case per month · Uses your own model) offers the alternative: the case runs entirely on your organization's own model, for one flat monthly price with no tokens. Click it and its details replace the list. Click Continue to go on with Claira Private, or Back to standard plans to return to the list. See Claira Private.

2. Choose payment method:

   • Credit card (Stripe checkout link opens in a new tab)
   • Monthly invoice

Just above the Activate Claira button there is a small Email only me checkbox:

• Leave it unchecked (the default) and every user in the case receives a short email letting them know Claira is now available there, an easy way for the whole review team to discover the new capability.
• Check it and the activation email is sent only to you.
• The info icon next to the checkbox explains this choice in-app.

See Case Activation Broadcast for what that email contains.

After activation, Claira opens in Agent Mode first so users can start with a message immediately. The highlighted starter prompt is:

Tell me everything that Claira can help me do in this case.

After activation, plan tier appears in the Usage popover's Activation section.

Claira Private or a standard planCopy Anchor Link

The choice between a standard plan and Claira Private is made once, at activation: the standard plans are listed first, and Claira Private is the narrow row beneath them. A case cannot switch between a standard plan and Claira Private while it is active: to change, deactivate the case and activate it again, choosing the other option. On a Claira Private case, set up your model in Settings before you start scanning (the shared connection under Team settings, or a local model under Your model): Set up Claira Private walks you through it step by step. See also Choosing Claira Private.

Manage plan after activationCopy Anchor Link

Plan changes live in Settings, in the Manage plan section under Team settings. The section's heading always shows your current plan and, when a bigger plan is available, an Upgrade button, even while the section is closed. The closed section also says whether overages are on.

• Click Upgrade to upgrade immediately. If only one bigger plan is available, Claira goes straight to its confirmation; if there are several, the section opens so you can choose one.
• Open the section to schedule a downgrade for period end. Claira asks you to confirm and explains that the change waits for the end of the billing period.
• A scheduled downgrade can be cancelled from the same section, again after a confirmation.
• The Upgrade button is hidden when you are already on the biggest plan, and while a deactivation is scheduled (plan changes are paused until you cancel it).
• When a scheduled downgrade takes effect, your token balance is untouched: only the amount granted from the next renewal onward changes.
• If a bulk task is blocked by your token balance, Claira explains the shortfall, and Open plan manager takes you straight to the opened Manage plan section.
• On a Claira Private case there are no plans to move between, so no upgrade or downgrade is offered.

NotesCopy Anchor Link

• Activation is case-level.
• Activation credits the selected plan's full monthly tokens (except superadmin activations).
• A Claira Private activation credits no tokens: Claira Private has none.
• In embedded (iframe) contexts, Stripe checkout opens in a separate tab/window.
• After checkout completes, Claira syncs billing status back to the current window automatically.
• Deactivation revokes the case's remaining tokens.
• An info icon next to the activation title shows the current case and organization names and IDs for administrative tasks (for example when coordinating backend updates).

If this screen appears on an already-activated caseCopy Anchor Link

Occasionally the activation screen can appear for a case that is already activated, for example after a brief connection hiccup while Claira starts up. If you know the case is active:

• Click the small refresh icon next to the activation title (beside the info icon) to re-check the case's activation status.
• If the case is active, the screen closes by itself and Claira loads normally.
• If the screen persists, reload the page, or contact support if it keeps happening.