Turn a scanned collection into the assessment memo you would otherwise write by hand on day three.

Early case assessment

Turn a scanned collection into the assessment memo you would otherwise write by hand on day three.

InsightsTemplatesEarly case assessment

What this template produces

A structured memo covering the collection's scope, its dominant themes, the key players and their roles, the date range and any gaps in it, apparent risk or exposure, and what to review next. Every factual claim cites the document it came from.

What it reads

This Insight reads a short factual summary of each document — the output of the Summarize Document prompt. If your case has not run it yet, Claira offers to run it before generating.

Claira SummaryMemoone 3–5 sentence summary per document

Two ways to reach it

You do not have to remember this template exists. If you run the Summarize Document prompt as a bulk task, the completed task offers this Insight directly:

On a finished bulk task: “These results can make a Early case assessment.” Select Generate insight and you are done — the source is already known.

Otherwise, open Insights and select Early case assessment from the template row at the top of the New insight card. Claira looks for a completed task that ran the prompt and tells you what it found.

The insight prompt

This is what the template puts in What do you want?. Edit it freely — once it is in the box it behaves like any other insight prompt.

Write an early case assessment from these document summaries. Cover: what the collection contains, the dominant themes, the key players and their roles, the date range and any gaps, apparent risk or exposure, and what to review next. Cite documents for every factual claim.

Step-by-step in Claira

Open Insights in your case and select Early case assessment from the template row.
If a completed task already ran the prompt, the source fills in and you can go straight to the last step.
If nothing has, select Run this prompt. Claira opens Bulk Tasks with the Summarize Document prompt filled in — choose your documents and a destination field, then start the scan and check the estimated token usage on the confirmation.
When the task finishes, it offers to generate the Insight. Nothing is queued or charged while it runs.
Edit the prefilled insight prompt if you want, then select Generate Insight.

Already have this data from somewhere else? Select Pick a field instead and choose the field yourself. Claira does not guess which of your fields holds the right kind of value.

The template points at the Summarize Document prompt template — the same one you would pick yourself from the prompt library. The insight template does not carry its own copy, so improvements to the prompt reach every case.

Recommended customizations

Add your case context before running so themes are framed against the matter rather than in the abstract.
Name the parties and the date range you care about — it sharpens the "gaps" section considerably.
Run it on a sample of 200–300 documents first to sanity-check the framing, then re-run across the full set.

Troubleshooting

The memo is vague. Usually the underlying summaries are thin. Check a few values in the summary field first.
The set is too large. Split by custodian or date range and generate one assessment per slice.

Early case assessment

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