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Deleting a case's data

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How to deactivate a case and permanently delete its contents from Claira, together or separately.

Deleting a case's data

When work in a case wraps up, Claira gives you two related actions: deactivating the case (ending the plan and Claira access) and permanently deleting the case's substantive contents. You can deactivate and keep the data (and reactivate later), or deactivate and delete everything. Deletion is always scheduled with a 7-day grace period, and you can cancel it any time before it runs.

Deactivating a case

  1. Open Claira inside the case.
  2. Switch to the Settings mode.
  3. At the bottom of Team settings, click Danger zone to open the section, then click Deactivate Case. While a deactivation is scheduled, the closed section shows its date.
  4. Choose one of the two options in the confirmation dialog:

Deactivate only. Claira stays available until the end of the current billing period: the dialog shows the exact end date for monthly-invoice cases. Until that date, the Danger Zone shows Deactivation scheduled for {date} with a Cancel scheduled deactivation button, so you can change your mind. All case data is kept, and you can reactivate the case later. For credit-card cases, the subscription is set to end at the period boundary, so there are no further charges.

Deactivate now and delete all case data. This takes effect immediately: access ends, remaining tokens are removed, any credit-card subscription is cancelled without a refund for the remainder of the period, and the deletion of the case's contents is scheduled with the standard 7-day grace period. Because this option is destructive, you must type the case name exactly as shown in the confirmation field.

While a deactivation is scheduled, plan changes, new subscriptions, and token top-ups are blocked for the case: cancel the scheduled deactivation first if you need to make billing changes.

Everyone the case's email preferences cover receives a confirmation email: one for a scheduled deactivation (with the effective date), or a single combined email when you deactivate and delete (with the deletion deadline).

Deleting data from a deactivated case

If you deactivated a case without deleting its data, you can delete it later, with no reactivation needed:

  1. Open Claira inside the case. Because the case is inactive, the activation screen appears, with a Previously active badge (hover over it to see the deactivation date).
  2. Click Delete all case data permanently… below the plan options.
  3. Type the case name in the confirmation field exactly as shown, then confirm.

The same screen shows the scheduled deletion once it's booked, All data for this case will be permanently deleted on {date}, with a Cancel scheduled deletion button.

From the Admin Portal

Organization admins can do the same from the case's page in the Admin Portal, in two steps:

  1. Deactivate at period end. The portal only offers a deactivation at the end of the current billing period, which can be cancelled until that date. Deactivating now and deleting in one step stays in Claira.
  2. Delete case data, once the deactivation has taken effect. It is the same deletion described on this page: the admin types the case name exactly as shown, and the deletion runs after the same 7-day grace period, with the same list of what is deleted and what is kept.

The case team sees a deletion scheduled from the portal on the case's activation screen, and can cancel it there as usual; the admin can also cancel it from the portal. Reactivating the case still cancels it.

The people who receive plan emails on the case are emailed when an admin books a deactivation or schedules a deletion from the portal, and the admin who acted receives a copy. Each of these emails names that admin.

Cancelling a scheduled deactivation or deletion emails only the person who cancelled it. That is the same in the portal and in Claira inside Nuix Discover. The rest of the case team is not told, because the deactivation or deletion they were warned about is no longer coming. The confirmation names the case, what was cancelled and the date that no longer applies. If Claira has no email address on file for you, the cancellation still goes through, it is just not confirmed by email.

What gets deleted

When the scheduled deletion runs, Claira permanently removes everything about the case's review work:

  • All bulk-scan history (the bulk tasks, their comments, and the per-document results)
  • All single-scan history
  • All saved prompts and prompt comments for the case
  • All Agent-mode conversations (threads and messages)
  • All Insights and their revision history
  • All early case assessments, with the statistics they were built from
  • The case's Case Context (extracted summary, source-document links, and version history)
  • Any per-case connected-field configuration, and the records of fields created from Claira
  • The pin, final-mark and PDF-export records of the case's prompts, and the pin and sharing records of its chats
  • Each user's settings for the case (their prompt text, Multi-Code instructions and local model choice) and the case's email recipient list
  • The case's shared connection (Claira Private), together with its stored API key, and the records of local model runs
  • Any Discover service credential saved for background processing, including the stored token
  • Any document files still held for a background image, audio, video or Auto scan (the files a browser uploaded for that run)
  • Claira's internal working notes about the case and about each person's work in it

Local model run records never hold a conversation for long in any case: the transcript of a run is cleared as soon as the run finishes, and finished runs are removed after a short retention period.

What we keep

Claira deliberately preserves a small set of records needed for financial reconciliation, dispute windows, and SOC 2 audit:

  • Billing history (per-case Stripe customer/subscription links and plan-tier history)
  • The token usage ledger for the case
  • Billing emails sent for the case
  • The audit trail of the deactivation and deletion (who requested them, when they ran, and which kinds of records were removed)
  • The case's activation history, and delivery records of the emails Claira sent for the case (who they went to, their subject and whether they were delivered, never their content)

These records do not contain any of the case's review content.

The 7-day grace period

After a deletion is scheduled, Claira waits 7 days before running it. During that window:

  • The case's activation screen shows the scheduled date and a Cancel scheduled deletion button (a deactivated case opens to this screen).
  • Reactivating the case automatically cancels the scheduled deletion: choosing a plan again means you're keeping the data. The audit log records the cancellation.
  • You can cancel the scheduled deletion yourself at any time.

Reactivating a case

A deactivated case can be reactivated at any time from its activation screen: the button reads Reactivate Claira, and the screen carries the Previously active badge. Reactivation starts a fresh plan: tokens removed at deactivation are not restored, but the new plan starts with its full monthly tokens. Any pending data deletion is cancelled automatically.

After the deletion runs

Once the deletion executes, the scheduled-deletion notice is replaced with This case's data was permanently deleted on {date}. Billing and audit records remain.

If the deletion fails for any reason, Claira retries automatically. If retries are exhausted, a Deletion did not complete. Contact support message appears; please reach out and reference the case before scheduling again.

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