How to activate Claira on a case, select a plan tier, and choose a payment method.

Case Activation

Case activation is now a two-step flow:

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.
Choose payment method:
- Credit card (Stripe checkout link opens in a new tab)
- Monthly invoice

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 plan limits or token balance, Claira offers an in-action upgrade prompt.

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).