Case Activation

Case activation is now a two-step flow:

1. Select one of the four plan tiers.
   • Each plan card shows:
     • Monthly price
     • Daily scans allowance
     • Max immediate token amount
   • The selected plan is indicated by color and a left-side radio control.
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.

Manage plan after activation

• In Settings, users can upgrade their plan immediately.
• In Settings, users can schedule a downgrade for period end.
• When a scheduled downgrade takes effect, reservoir balance is clamped to the new tier cap.
• If a bulk task is blocked by your token balance, Claira offers an in-action upgrade prompt.

Notes

• Activation is case-level.
• Activation refills tokens to the selected plan's reservoir cap (except superadmin activations).
• 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 remaining reservoir tokens for that case.
• 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 case

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.