User Guide

Step-by-step instructions for every feature in Klaro. Use the section links to jump to your product.

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Contract Intelligence

Getting started with Contract Intelligence

1

Upload your first contract

Open →

Go to Contract Intelligence and drop in a PDF, Word, or text contract — NDAs, SaaS agreements, employment, leases, anything. AI review finishes in under a minute.

2

Read the risk score

Open →

Every contract gets a 0–100 risk score with a clear band (low/medium/high/critical) and every risky clause flagged in plain English with why it matters.

3

Track obligations and deadlines

Open →

Payment dates, deliverables, and renewal windows are extracted automatically. Check the Obligations view to see what's due across every contract.

4

Set renewal alerts

Open →

Never miss an auto-renewal or expiry. The calendar view reminds you 90, 60, and 30 days before a renewal or expiry date.

5

Compare two versions

Open →

Uploaded a redline back from the other side? Use Compare to see exactly what changed between two versions of the same contract.

6

Draft a new contract

Open →

Use Draft to generate a first version of a common contract type, then review and edit it before sending.

7

Ask your contract a question

Open →

Open any reviewed contract and ask a plain question — "What's the notice period?" — and get an instant answer grounded in that document.

Tax Tracker

Getting started with Tax Tracker

1

Set up your tax profile

Open →

Go to Tax Tracker and complete onboarding — entity type, filing history, and the accounts/income sources you want tracked year-round.

2

Do your monthly check-in

Open →

A short monthly check-in keeps your running tax estimate accurate instead of guessing everything in April. Takes a few minutes.

3

Watch your running liability

Open →

The dashboard shows your estimated quarterly liability updating as you check in, plus FBAR/FATCA and DTAA flags where relevant.

4

Never get an April surprise

Open →

Because Tax Tracker runs the calculation year-round instead of once a year, there's no scramble — the number on the dashboard is always current.

Klaro Sentinel — reading your readiness score

Every scan — CMMC/NIST 800-171, HIPAA, or SOC 2 — is scored 0–100. Here's what the bands mean.

80–100Strong — most controls in place, minor gaps only
60–79Needs work — several controls missing, worth a remediation plan
40–59Needs attention — meaningful gaps across multiple criteria
Below 40Critical — high-severity gaps that would likely fail a real audit

Frequently asked questions

How do I invite team members?

Go to Settings → Team → Invite. Enter their email and assign a role. They receive an invite email to join your workspace on Klaro.

How does Contract Intelligence work?

Upload a contract and Klaro's AI extracts clauses, flags risks, finds obligations, and scores the contract — all in under a minute. You review and act on it, nothing is signed or sent automatically.

What frameworks does Sentinel cover?

CMMC / NIST 800-171, HIPAA Security Rule, and SOC 2. The free scan gives you a readiness score for any of the three; continuous monitoring and auditor-ready reports are part of a paid subscription.

Is a Sentinel scan a substitute for a formal audit?

No — it's a gap-analysis tool based on publicly observable signals (headers, DNS, SSL, privacy policy evidence, etc.). A formal SOC 2 Type 2 or CMMC certification still requires a licensed auditor or assessor.

Where is my data stored?

US client data is stored on US-based infrastructure (AWS/Supabase) with daily backups. No data leaves US jurisdiction.

How do I report a bug or request a feature?

Use the feedback button in the app or email us@klaro.services. We respond within 24 hours.

Need more help?

Our US support team responds within 24 hours.

Email: us@klaro.servicesContact form →