Surface the documents that most directly evidence the case theory, grouped by theme with a reason for each.

Key documents

Surface the documents that most directly evidence the case theory, grouped by theme with a reason for each.

InsightsTemplatesKey documents

What this template produces

Themed sections, each listing the documents that carry the theme with a one-line reason it matters and a citation. The strongest evidence is placed first within each theme rather than in document order.

What it reads

This Insight reads a relevance call and short explanation per document — the output of the Assess Relevance prompt. If your case has not run it yet, Claira offers to run it before generating.

Claira RelevanceMemoYESREL / NOTREL plus a short explanation

Two ways to reach it

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

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

Otherwise, open Insights and select Key documents 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.

From the documents marked YESREL, identify the ones that most directly evidence the case theory. Group them by theme, give each a one-line reason it matters, and cite the document. Put the strongest evidence first.

Step-by-step in Claira

Open Insights in your case and select Key documents 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 Assess Relevance 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 Assess Relevance 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

Cap the list — "the fifteen strongest" produces a usable brief; "all relevant documents" produces another review queue.
Ask for the reason to name the specific language it turns on, not just the theme.
Add the opposing theory and ask which documents cut against you.

Troubleshooting

Everything is listed as key. The relevance pass was probably too broad. Tighten the case context on the prompt and re-run it.
Themes feel arbitrary. Name the themes you want in the insight prompt instead of letting Claira derive them.

Key documents

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