Step-by-step instructions for every feature in Klaro. Use the section links to jump to your product.
Go to CA Suite → Clients → Add client. Enter name, entity type (Individual, Pvt Ltd, LLP), PAN and GSTIN. Assign a tier (A/B/C) and staff member.
Go to Settings → Firm profile. Enter your firm name, address, GST number, email and admin name. This appears on all invoices and certificates.
Go to GST Filings → select clients → generate. Track GSTR-1, 3B, 9 status per client. Use the status dropdown: Pending → In Progress → Filed. Enter the filed date when done.
Go to TDS → Generate filings → select form type (24Q/26Q/27Q), quarter and clients. Update challan numbers and filed dates as you complete each filing.
Go to ITR Tracker → Generate. The ITR form auto-selects by entity type. 5-stage workflow: Pending → Docs Pending → In Progress → Review Pending → Filed.
Go to Advance Tax → Generate instalments. All 4 instalments are created per client per AY. Mark each as Paid when the challan is deposited.
Go to Deadlines to see all FY 2026-27 compliance dates for GST, TDS, ITR, advance tax and ROC. Switch between list and calendar view. Red = overdue, amber = due soon.
Go to AI Tools to access Tax Optimiser, GST Health Check, GSTR-2B Reconciliation, Notice Reader, P&L Parser, Penalty Calculator, Form 26AS analyser and Doc Chaser.
Go to Documents → Upload. All documents are indexed for AI search. Use the search bar to find any document by content, not just filename.
Go to Invoices → New invoice. Select client, add line items with GST rates. Generate PDF, send via WhatsApp or email directly from the platform.
Go to HR → Employees → Add employee. Enter name, role, department and salary. Then manage attendance, leave requests and generate payslips with PF/ESIC/TDS calculations.
Go to Follow-ups. The AI drafts a WhatsApp or email message to chase clients for documents. Review, edit and send. Track delivery and response status.
Go to Lawyer Suite → Settings. Enter firm name, Bar Council registration number, GST, address and admin name. This appears on all certificates and invoices.
Go to Matters → New matter. Enter client name, matter title, type (civil/criminal/family/corporate), court name, CNR number and opposing party. Set priority.
On any matter with a CNR number, click Sync. Klaro fetches the latest hearing dates from eCourts automatically. The Action Engine then auto-creates prep reminders.
Go to Evidence → select matter → upload file. Every file is SHA-256 hashed automatically. A cryptographic fingerprint is stored — no one can alter the file without detection.
In the Evidence Vault, click '65B Cert' on any file. Klaro generates a court-ready PDF certificate with the SHA-256 hash, firm details and certification statement.
Go to Tasks → Add task. Assign to a matter with a due date. Status flow: Pending → In Progress → Done. Overdue tasks are highlighted in red across the dashboard.
Go to Drafts → New draft. Select document type (petition, notice, agreement, letter). Enter the key facts and let the AI generate a first draft. Review and edit before use.
Go to Documents to store all matter-related files — pleadings, orders, agreements, correspondence. Files are linked to matters and accessible from the matter view.
Go to Billing → New invoice. Select matter, add time entries or fixed fees, apply GST. Generate PDF and send to client. Track payment status.
Go to HR → Employees. Add associates, clerks and support staff. Manage attendance, approve leave requests, run payroll and track billable hours via timesheets.
The Action Engine auto-creates alerts when hearings change, when prep is due or when invoices should be sent. Go to the Overview dashboard to see and act on pending actions.
Go to Settings → Team → Invite member. Enter their email and assign a role (admin, lawyer, associate, staff). They'll receive an invite email to join your firm workspace.
Yes — go to Clients → Bulk import → upload a CSV file. The template is available on the import page. Map your columns and import in one go.
Enter the CNR number on a matter. Click Sync — Klaro calls the eCourts API, fetches the latest hearing dates and updates your calendar automatically. The Action Engine then creates prep reminders.
Section 65B of the Indian Evidence Act requires a certificate to admit electronic records as evidence in court. Klaro generates this automatically using the SHA-256 hash of your uploaded file.
Yes. Data is stored on Supabase (AWS infrastructure) with automatic daily backups and point-in-time recovery. Files are stored on Cloudflare R2 with geo-redundancy.
Go to HR → Payroll → select employee and month → enter basic, allowances and deductions. Klaro auto-calculates PF (12%), ESIC (3.25% if applicable), PT and TDS. Click Generate to create the payslip.
Use the feedback button in the app or email support@klaro.services. We review all feedback and typically respond within 24 hours.
Our team responds within 24 hours. For urgent issues, use the in-app feedback button.