Kliper offers tiered subscription plans to match your firm’s assessment volume and team size. Checkout and billing are handled by Polar as our Merchant of Record — card data never touches Kliper, and Polar handles invoicing and any applicable sales tax/VAT at checkout. Usage is tracked across the platform, with in-app usage meters and upgrade prompts.
Subscription Plans
| Plan | Price (monthly) | Price (yearly) | Users | Client engagements | Assessments per client | DOCX exports | Cortex AI | Storage |
|---|---|---|---|---|---|---|---|---|
| Free | $0 | $0 | 1 | 1 | 1 (trial) | 5 / assessment / mo | Chat (50 msgs/mo) | 1 GB |
| Solo | $49 | $490 | 1 | 5 | Unlimited | 10 / assessment / mo | Chat (300 msgs/mo) | 1 GB |
| Pro | $199 | $1,990 | 10 | 25 | Unlimited | 25 / assessment / mo | Chat (1,500 msgs/mo) + firm Knowledge Base | 10 GB |
| Team | $499 | $4,990 | 25 | Unlimited | Unlimited | Unlimited | Chat (5,000 msgs/mo, fair use) | 100 GB |
| Enterprise | Custom | Custom | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited (fair use) | 100 GB+ |
Plan highlights
Solo
For independent consultants — one seat, up to 5 client engagements, unlimited assessments per client, ROC import, and Cortex AI chat.
Pro
For small QSA firms — 10 seats, 25 engagements, plus the client portal, BAU automation, review & QA workflow, Cortex trained on your methodology, and readiness & analytics reports.
Team
For mid-size firms — 25 seats, no limits, organization-wide 2FA enforcement, SharePoint integration, and white-label reports (coming soon).
For the Enterprise plan (unlimited everything, dedicated CSM, custom contract & SLA, audit-log export), contact sales.
The 14-day trial
Every new workspace starts on Pro for 14 days, with no card required. What you get is exactly the Pro column above: the client portal, BAU, reviews, the Cortex Knowledge Base, readiness reports and analytics, for up to 10 users and 25 client engagements.
- A trial banner at the top of the app counts the days down and turns amber for the last three. View plans opens Billing; the banner can be dismissed for the session and comes back on your next visit.
- On the Billing page the status badge reads Trialing and the current period shows the trial’s end date.
- When the trial ends the workspace moves to the Free allowances on its own. Everything created during the trial stays readable and editable; what stops is adding more beyond the Free limits — a second client, another user — until you upgrade.
- Upgrade at any time from Billing → Upgrade. The trial ends the moment a paid plan is active.
Viewing Your Current Plan
Navigate to Billing
Go to Billing from the left sidebar, or Settings → Billing.
Review Your Subscription
The top section shows your current plan with:
- Plan name (Free, Solo, Pro, Team, Enterprise)
- Status badge — Active (green), Past Due (amber), Canceled (red); other statuses (e.g. Trialing) show in gray
- Price and billing cycle (Monthly or Yearly)
- Current period — start and end dates of the billing cycle
Usage Tracking
The Usage tab gives real-time visibility into how much of your plan’s allowance you’ve consumed. Alongside seats, engagements, exports, and storage, three AI meters track the month’s Cortex messages, AI drafts (Cortex write tools + the Section 7 drafter), and AI file summaries — the first analysis of each file is free on every plan. Each metric shows current usage against your plan limit with a progress bar:
| Usage Level | Progress Bar |
|---|---|
| Below 80% | Default |
| 80% and above | Amber (warning) |
When a metric reaches 80% of its limit, a warning alert appears so you can upgrade before running out of room.
What happens at a limit
Your existing data is never affected — you can always view, edit, and download everything you’ve already created.
| Allowance | At the limit |
|---|---|
| Client engagements | Hard-enforced — adding a client beyond your plan’s engagement count prompts an upgrade. Existing clients and all their assessments keep working. |
| Plan-gated features (portal, BAU, reviews, Cortex KB, readiness, analytics, SharePoint) | Available on qualifying plans; on lower plans Kliper shows which plan unlocks the feature. Historical data stays readable after a downgrade. |
| Cortex AI | Included on every plan. Monthly message, AI-draft, and file-summary allowances apply — at the boundary Kliper names the plan that raises it. Reading and browsing never consume drafting quota. |
| Users · DOCX exports · Storage | Tracked and surfaced with the 80% warning; today these are advisory — you’re prompted to upgrade rather than hard-blocked. |
When a limit stops an action, the prompt says which one: for example Assessment limit reached. Your plan allows 1 assessment per client. — with the plan that raises it.
Storage Quotas
Each plan includes a storage allowance for uploaded evidence files. The maximum single-file upload size is 50 MB.
| Plan | Storage |
|---|---|
| Free | 1 GB |
| Solo | 1 GB |
| Pro | 10 GB |
| Team | 100 GB |
| Enterprise | 100 GB+ |
The billing dashboard shows Used / Limit / Available with a usage percentage. The storage allowance is shown for visibility; it is not currently a hard upload gate.
Alerts before you hit a wall
Kliper warns you rather than letting an allowance run out in silence. Notices go to Admins and Managers — the roles that can change a plan — in the app and by email, each linked to Billing.
| Alert | When it fires |
|---|---|
| Cortex allowance running low | Your workspace passes 80% of its monthly Cortex messages |
| Storage almost full | Uploads push storage past 80% of the plan allowance |
| Your plan renews soon / ends soon | Seven days before the current period ends |
| Your plan has expired | The period ended and the workspace has dropped to the free plan |
| Payment problem on your plan | The payment provider reports a failed or overdue charge |
Managing Your Subscription
Upgrading
Open the pricing page
Click View all plans from Billing, or go to the in-app Pricing page.
Choose a plan and cycle
Toggle Monthly or Yearly, then click the plan’s call-to-action (e.g., Choose Pro).
Complete checkout on Polar
You’re redirected to Polar Checkout. Enter your payment details — Polar processes the payment securely as Merchant of Record and applies any tax/VAT.
Return to Kliper
After payment you’re returned to the billing page. Your new plan and limits are active immediately.
Changing plan
Already subscribed? The in-app Pricing page changes your plan directly — pick the new tier and Kliper applies it through Polar without a fresh checkout, confirming once the change has actually landed.
Invoices
The billing page lists your Polar invoices in-app — view any invoice inline or download it, without leaving Kliper.
Changing payment method or canceling
Use the Polar customer portal — the Manage in Polar link on the billing page (polar.sh/kliper) — to update your card, change your billing cycle, and cancel.
- Cancel at period end — your plan stays active until the current period ends; after that the org reverts to Free-tier limits until you re-subscribe (your data is retained).
- Reactivate — if a cancellation is scheduled, re-subscribe from the billing page (it takes you to the pricing page) to restore full access.
Subscription state is verified, not assumed
Kliper doesn’t just trust webhook delivery: subscriptions are regularly reconciled against Polar’s records, webhooks are signature-verified and idempotent, and paid access ends exactly when the paid period ends. A lapsed plan shows as Free (with a short “recently expired” note), never as a stale paid tier.
Past-due payments
If a payment fails, your status changes to Past Due and Polar retries automatically. The platform keeps working during the grace period. When payment succeeds you return to Active; if all retries fail, the subscription cancels and the org reverts to Free-tier limits until you re-subscribe.
Billing Access Control
| Role | View plan | View usage | Manage billing |
|---|---|---|---|
| Admin | Yes | Yes | Yes |
| All other roles | — | — | — |
Only Admins can open the billing dashboard and invoices. (Every member sees a read-only plan badge in the navbar.)
FAQ
Checkout and card storage are handled entirely by Polar as Merchant of Record. Card data never touches Kliper’s servers, and Polar handles invoicing and applicable tax/VAT.
Each client organization you manage in Kliper counts as one engagement, regardless of how many assessments you run for them. Annual re-assessments, readiness reviews, and gap analyses for an existing client never consume additional quota — only adding a new client does. Your live usage is always shown in the in-app Usage dashboard.
No. All existing data (assessments, files, comments, audit trail) is preserved. You may be unable to create new resources beyond the lower plan’s limits, but nothing is deleted.
Yes — change it in the Polar customer portal. It takes effect at the start of your next billing period.
Yes. Both reset at the start of each billing period (monthly). There’s no rollover.
Enterprise SSO over OIDC is live on the Enterprise plan — Okta, Microsoft Entra ID, Auth0, Google Workspace, or any standards-compliant OIDC provider (setup guide). SAML and white-label reports are not yet available; we’ll announce them in the changelog when they ship.