Bulk Scan

This guide explains how to complete Bulk Scan in Claira with a repeatable, audit-ready workflow.

TODO: Screenshot - Bulk Scan workflow in Claira (left navigation, settings panel, and final confirmation state).

Before you begin

• Ensure the case is connected and active (appears in Claira and accepts new runs).
• Confirm required review fields (the destination fields for AI outputs) are created and visible.
• Confirm your review protocol (your team's quality and approval checklist) is documented.
• Confirm your coding language (standard labels/taxonomy reviewers must apply) is agreed by the team.

Step-by-step

1. Open claira.to, then select Cases and open the target case.
2. In the case workspace, open the feature area for Bulk Scan from the left navigation.
3. In Settings, choose the model/template, then map outputs to the correct review fields.
4. Click Run sample, process 10-25 documents, and verify output quality in the results panel.
5. If quality is acceptable, click Run bulk (or the equivalent full-run action). Review the confirmation dialog: it summarizes how many documents the Task includes, your token balance and any billable-overage context (only when applicable), estimated duration, and a reminder to keep the case window open until the task completes—then confirm to start. Monitor job status afterward.
6. Open Results > Export, select format and date range, then download and archive with run metadata.

Example

Example validation check: run a 20-document sample containing known positive and negative examples, then confirm at least 3 known benchmark documents are classified exactly as expected before scaling.

Tips

• Keep one saved configuration per use case to reduce setup drift.
• Record model, template, and field mapping choices in your matter log for auditability.
• When results vary unexpectedly, rerun the same sample before changing multiple settings at once.