---
title: "Quickstart"
description: "Create your workspace, add your first client, and launch a PCI DSS assessment in a few minutes."
version: "en"
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.kliper.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

This guide walks you through first-time setup — from creating a workspace to opening your first assessment in the workbench.

## Prerequisites

- A Kliper account (sign up at [app.kliper.dev](https://app.kliper.dev))
- Your firm details (name)
- At least one client's basic info (client name)

## Step 1 — Create your workspace

A **workspace** is the top-level home for your firm. All clients, engagements, assessments, team members, and files live inside it.

> **Note**
>
> A new workspace starts on a **14-day Pro trial**, no card required. A banner in the app counts it down; when it ends the workspace moves to the Free allowances and everything you created stays. See [The 14-day trial](/operations/billing-and-plans#the-14-day-trial).

1. **Land on onboarding**

   After signing in for the first time you arrive at **`/onboarding`**, which forwards to a **Welcome to Kliper** screen.
2. **Choose Create new workspace**

   Pick **Create new workspace** (the recommended option). You can instead **Join with invite code** if a teammate sent you one.
3. **Fill in the details**

   | Field | Notes |
   |---|---|
   | **Organization name** | Your firm or team name (e.g. *Acme Fintech Inc.*) — shown to teammates and on reports |
   | **Workspace handle** | A URL slug under the `kliper.app/` prefix (lowercase letters, numbers, hyphens). A live indicator shows **available** / **taken** / **invalid** as you type. |
   | **Primary framework** | A selectable group — **PCI DSS** is enabled today; SOC 2, ISO 27001, and DORA show **Soon** badges and are not yet selectable |
4. **Create it**

   Click **Create workspace**. Kliper provisions the workspace and drops you on the dashboard.

## Step 2 — Add your first client

A **client** is the entity you're assessing.

1. **Open the Engagement Hub**

   In the left sidebar, click **Engagements** (route `/engagement-hub`). The page header reads **Engagement Hub**.
2. **Add a client**

   In the **Clients** section, click **Add client**. (There's no "+ New Client" button in the top-right — those controls are the Overview/Table/Pipeline view toggle, Export, and Refresh.) The **Add New Client** dialog opens.
3. **Enter the details**

   | Field | Required | Notes |
   |---|---|---|
   | **Client name** | Yes | The only required field |
   | **Industry** | No | e.g. Financial Services, Healthcare |
   | **Contact name / email / phone** | No | Your main point of contact |
   | **Address** | No | Stored per-tenant; only your firm can see it |

   PCI-specific fields (merchant level, transaction volume, acquirer) are **not** in this dialog — add them later from the client profile.
4. **Create it**

   Click **Create Client**. The client appears in the Engagement Hub.

## Step 3 — Create a Letter of Engagement (LOE)

The **LOE** is the contractual container for one or more assessments. Open the client's profile and click **Add LOE** to launch the **7-tab wizard** — **Details → Engagement → Scope → Timeline → Payment → Terms → Signatures** — with a pinned Back/Next/Save bar.

To get started you only need the **Details** tab (a **Title**) and the **Engagement** tab (**Start date** and **End date**); everything else can be filled in later. You can also **import an existing LOE from a PDF** in the Details tab to pre-fill the wizard. Click **Create LOE** on the final tab.

> **Tip**
>
> See [Client & Engagement Management](/operations/client-engagement-management#creating-an-loe) for the full LOE wizard, including scope, financials, and signatures.

## Step 4 — Launch an assessment

The **assessment** is where the PCI DSS evaluation happens. Open the LOE and click **Add Assessment**, or use the **New assessment** button in the top bar from any page, to open the creation wizard.

The wizard walks through several steps — **Basic info → Client → History → Framework → Scope & visibility → Templates → Quality gates → Review & create** — capturing the engagement name and owner, the framework and version to load, scope and output variants, and a final review. Click **Create Assessment** on the last step.

> **Note**
>
> There's no separate "Open Assessment" button — once created, Kliper takes you straight to the assessment.

## Step 5 — Navigate the workbench

The assessment opens into a **tabbed workbench**. The main tabs are:

| Tab | What it's for |
|---|---|
| **Scoping Questions** | Answer the scoping interview that scopes the assessment |
| **Section** | The requirement editor — testing procedures, answer fields, finding status, and a right rail with live status, Cortex, evidence, and more |
| **Task** | Tasks for the assessment |
| **Attachments** | Upload and manage evidence files (malware-scanned and SHA-256 hashed) |
| **Messages** | The team conversation thread |
| **Collaborators** | Who can access the assessment |

An **Analysis** menu adds **Gap Analysis**, **Risk Dashboard**, **Audit Trail**, and **Security Tools**.

1. **Answer a requirement**

   In the **Section** tab, pick a requirement from the left tree, fill in the testing-procedure responses, and set the finding status (**In Place**, **Not Applicable**, **Not Tested**, or **Not in Place**).
2. **Add evidence**

   Use the **Attachments** tab (or the section right rail) to drag in evidence files.
3. **Ask Cortex**

   Open **Cortex** from the section right rail to draft justifications, validate evidence, or get requirement guidance.

## What's next

- [Evidence Management](/operations/evidence-management) — Upload, tag, validate, and review evidence files.
- [Client & Engagement Management](/operations/client-engagement-management) — Complete the client profile and LOE with scope, financials, and milestones.
- [Gap & Risk Analysis](/operations/gap-risk-analysis) — Track progress with the gap navigator and risk dashboard.
- [Cortex AI](/guides/cortex-ai) — Learn what the AI assistant can draft, review, and triage.

Source: https://docs.kliper.dev/operations/quickstart/index.mdx