Email Notifications OverviewCopy Anchor Link

Claira sends both operational and marketing email notifications. Operational messages keep your case team informed about system events. Marketing messages include onboarding and newsletter content.

Types of email notificationsCopy Anchor Link

Claira currently sends the following email notifications:

Case activation broadcastCopy Anchor Link

When Claira is activated on a case, all users assigned to that case receive an email letting them know that Claira is now available. This ensures your review team knows they can start using AI-assisted review without needing to be told individually.

Billing and usage operational emailsCopy Anchor Link

Claira sends operational billing messages such as plan-change notices, monthly token grants, and monthly usage summaries. These messages are tied to active case operations.

Plan and lifecycle changes booked by an organization admin from the Admin Portal are emailed too: a plan change, a scheduled deactivation or a scheduled data deletion. Each of these emails names the admin who acted, and that admin receives a copy. See Cases in the Admin Portal.

Cancelling a scheduled change sends one email, to youCopy Anchor Link

When you cancel a scheduled plan change, a scheduled deactivation or a scheduled data deletion, Claira sends a confirmation to the person who cancelled it, and to nobody else. This is the same whether you cancel in Claira inside Nuix Discover or in the Admin Portal. The rest of the case team is not notified, because the change they were told about is simply not happening.

The email names the case, what was cancelled and the date that no longer applies, and it ends with a note that it was sent only to you. It arrives in your language (English, French or German).

If Claira has no email address on file for you, the cancellation still goes through, it is just not confirmed by email. Everything else is unchanged: booking a plan change, a deactivation or a deletion still notifies the case's usual recipients.

Admin Portal email sign-inCopy Anchor Link

When an organization admin turns on email sign-in, Claira sends two kinds of email, each only to that admin's own address:

• A six-digit code to confirm the address. It works for 15 minutes.
• A sign-in link each time the admin asks for one on the portal's front page. It works once, for 15 minutes.

Both arrive in the language of the page the admin was using. Email routing and email preferences never hold them back, because they go only to the person who asked. They contain no case content.

Getting-started emailCopy Anchor Link

The first time someone opens Claira in a case where Claira is activated, they receive a short email to help them get started. It arrives in the language they use Claira in (English, French or German).

Each person receives it once. It is not sent to:

• people who were already using Claira before this email was introduced,
• anyone who received the case activation email in the last 14 days, since that email already covers getting started,
• anyone who has unsubscribed from Claira's marketing emails.

If someone opens Claira in a case that is not activated yet, the email waits until they open Claira in an activated case. The address comes from their Nuix Discover profile: if Discover has no address for them, no email is sent. Case email preferences do not apply to it, because it is about the person, not the case.

Monthly invoiceCopy Anchor Link

Organizations billed by monthly invoice receive their invoice by email the morning after each invoice window closes: a summary of what the bill is for, with the invoice attached as a PDF and its lines as a CSV. It goes to the people in the organization whose role can view billing, and Claira receives a copy. See Invoices Claira issues.

Language behaviorCopy Anchor Link

• Transactional emails are sent in each recipient's most recently used Claira language when known (en, fr or de).
• The preference is user-specific and global (not tied to a specific case or organization).
• If no user language is known for a recipient, Claira writes in your deployment's language: German on the German deployment, English everywhere else.

Onboarding sequence and newsletterCopy Anchor Link

Eligible contacts are enrolled in onboarding emails and the Claira newsletter through our subscription system. These messages follow unsubscribe preferences.

See Case Activation Broadcast for details.

Who receives each typeCopy Anchor Link

• Case activation broadcast: All users assigned to the case in Nuix Discover.
• Operational billing and usage emails: Case users or a specific actor, depending on the event type.
• Cancellation confirmations: Only the person who cancelled the scheduled change.
• Admin Portal sign-in codes and links: Only the admin whose address it is.
• Getting-started email: Each person once, the first time they open Claira in an activated case (see the exceptions above).
• Monthly invoice: People in the organization whose role can view billing, and Claira.
• Onboarding and newsletter emails: Contacts with active marketing subscription status.

Your team can narrow most operational emails to only the person who activated Claira in the case. See Email Preferences.

Organization admins can also decide which roles receive each kind of email, for every case at once, choose the audience new cases start with, and read a delivery log. See Email Routing in the Admin Portal.

When emails are sentCopy Anchor Link

Operational emails are event-driven. For example, activation broadcasts are sent immediately when a case is activated. Monthly usage summaries are generated on a scheduled monthly run and are consolidated into one email per user.

Unsubscribe and compliance behaviorCopy Anchor Link

• Marketing emails respect unsubscribe status immediately.
• Operational emails are still sent for critical case and billing events.
• Marketing emails include unsubscribe handling through our provider workflow.
• Claira's emails are delivered by providers in the United States. See Privacy and Security.

---

Need help? Contact us at support@claira.to.