Installing in a Case
Voir en françaisHow case admins activate Claira on a case, set up workspace layouts and fields, configure permissions, and prepare the case for reviewers.
Installing in a Case
Once Claira is installed in your Nuix environment (see Setting Up Claira), a case admin needs to activate it on each case where reviewers will use it. This guide walks through every step, from enabling the feature to notifying your team.
Step 1: Activate Claira on the case
- From Portal Home, navigate to UI Extensions and select Claira AI.
- In the sidebar, click Cases.
- Activate the case or cases where you want Claira available.
Step 2: Enable Claira in Case Setup
- Navigate to Case Setup for the target case.
- Click Features and scroll to the bottom of the list.
- Find Claira and activate it for the appropriate user groups.
Step 3: Create a workspace layout
Reviewers need a workspace layout that includes the Claira pane alongside the tools they already use.
Create a layout that includes at least:
- Document Viewer -- so reviewers can see the document being scanned
- Claira pane -- the AI review interface
- Coding Panel -- so reviewers can apply codes alongside AI results
Step 4: Create and connect fields
Claira writes AI responses into Nuix Discover fields. If the fields do not already exist, you need to create them before connecting them in Claira.
Creating new fields
For each field, create a memo field with the one-to-many cardinality in Nuix Discover. We recommend including the field's Composite ID in the field name so it is easy to reference later.
The three fields above are the minimum. For the response field, we recommend setting up multiple AI response fields tailored to the tasks you plan to run -- it is common to have more than one response field for a single task. For example:
- Metadata enhancement (also called objective coding) often uses separate fields for date, title, author, recipient, and kind.
- Relevance review often pairs a relevance decision with a relevance justification, an issue tag, and a relevance confidence score.
These are just examples -- tailor your response fields to the tasks your reviewers will run. If you are configuring Claira in a case you plan to clone for future matters (sometimes called the clone case), set up a broad range of AI fields up front so any future task is ready to go without revisiting field setup.
Finding the Composite ID
The Composite ID uniquely identifies each field in Nuix Discover. To find it:
- Open your browser's developer tools (F12 or right-click and select Inspect).
- Go to the Network tab.
- Navigate to the field in Nuix Discover and look for the field's API response.
- The Composite ID appears in the response data.
Connecting fields in Claira
- Open the Claira pane in your workspace.
- Go to Settings.
- Paste each Composite ID into the appropriate field slot.
- Give each field a helpful label and add any notes for your team.
Step 5: Configure security
Make sure the appropriate user groups have access to:
- Claira Fields -- so users can see and interact with the connected fields
- Conditional Coding Template -- if you added fields to a conditional coding pane
Enable both for every group that needs to use Claira.
Step 6: Notify your team
Once everything is configured, let your reviewers know that Claira is ready. We recommend providing:
- The name of the workspace layout to use
- A brief explanation of which fields are connected and what they are for
- A link to the First-Time Orientation guide
Need help? Contact us at support@claira.to.
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Continue reading
Setting Up Claira
How portal admins install Claira as a UI Extension in Nuix Discover, including prerequisites, configuration steps, and what happens after setup.
Checking Installation
How to verify whether Claira is installed and active on your case, with separate steps for case users and case admins.