Reference
Plans and limits
Usage limits depend on the active workspace’s plan and entitlements.
What can be limited
Plan controls can include client count, inboxes per client, and other workspace capabilities. Managed client workspaces can inherit limits from their accounting firm.
Check current usage
Workspace owners can review plan and usage in billing. Claura evaluates entitlements on protected operations rather than relying only on the interface.
Limit changes
Use the billing portal or contact support when your firm needs more capacity. The current in-product entitlement summary is authoritative for the workspace.
CLAURA NOTE
Financial context should stay connected.
Claura keeps the document, conversation, and decision together—so the next person never has to reconstruct the story.
found in Claura documentation · Financial memory