Insight templates
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Common case outputs (a chronology, an issue analysis, a privilege log) as one-click templates that know which prompt they need.
Insight templates
An insight template is a common output from a case: a chronology, an issue analysis, a privilege log. Each one knows which per-document data it reads and which prompt produces it, so instead of remembering the sequence yourself you pick the output you want and Claira works backwards.
How they fit together
A template joins two things you already use:
- A prompt template: the per-document instruction you run as a bulk task.
- An Insight: the single distilled output over those per-document results.
The template points at the prompt by name, so it never carries its own copy. When the prompt improves, every case gets the improvement.
The two ways in
From a completed bulk task. If you ran the prompt as a bulk task, the finished task offers the Insight its results can produce. Select Generate insight and you are done: nothing to look up, because finishing the task is the readiness.
From the Insights page. Open Insights, select Quickstart, and pick a template. Each tile says in one line what it produces; choosing one shows the prompt it reads, the prompt it will put in the box, and the two ways to get its data: Run this prompt, which opens Bulk Tasks with the prompt filled in so you can choose the documents and confirm the cost there, or Pick a field instead, which points the Insight at a field you choose.
The tiles carry no case history. A template is a starting point, not an errand to tick off: a case may produce a chronology never, once, or after every production, so the dialog reads the same whichever it is. Use this template fills the prompt, and when a completed task in the case ran the matching prompt, it selects that run as the source for you. If nothing matches, Claira says so in the New insight card when you pick a bulk task as the source.
Claira matches on the template a task was started from, not on the prompt text, so a reviewer who tailors the wording still gets the offer.
The templates
- Chronology: a dated case timeline, each row citing its document.
- Key documents: the documents that most directly evidence the case theory.
- Issue analysis: evidence organised under each pleaded issue.
- Privilege log: privilege calls by type and volume, with the reasoning behind each.
Looking for the Early case assessment template? It has been replaced by Early case assessment, a mode of its own that gives a first look at the whole case from every document's metadata, without a bulk scan. Insights already generated from the template are unchanged.
Writing your own prompt instead
Templates are a shortcut, never a requirement. The What do you want? box works exactly as it always has: pick a source, describe what you want, and generate. A template only fills that box in for you.
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Early case assessment
A first look at a whole case, counted from every document's metadata, with file types, a timeline of spikes and gaps, who writes to whom, suggested review segments and next steps. Free, and it never reads the documents' content.
Chronology
Merge per-document chronology entries into a single dated case timeline, each row citing its source document.
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