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Case Context

Learn what Case Context is in Claira, how it helps AI prompts understand your legal matter, and when to use it.

Case Context

When you ask Claira to review a document, the AI only sees the text of that document. It does not know what your case is about, who the key players are, or what makes a document relevant. Case Context fills that gap.

Case Context is a concise, structured summary of your legal matter that lives inside Claira. It gives the AI the background it needs to generate smarter, more accurate prompts and to interpret documents in the right context.

What Case Context does

  • Informs AI prompts. When you use Claira's prompt generator, it draws on Case Context to produce prompts tailored to your specific matter.
  • Keeps your team aligned. Because Case Context is shared across all users on a case, everyone works from the same understanding of the matter.
  • Lives per case and organization. Each case within your organization gets its own Case Context. It is scoped to that combination, so different cases have different contexts.

What Case Context is NOT

It is worth being clear about boundaries:

  • Not a full case memo. Case Context is a concise reference, not a comprehensive legal analysis. Keep it focused on what the AI needs to know.
  • Not a replacement for case strategy. Strategic decisions about how to handle the matter belong in your case management system, not here.
  • Not a place for privileged strategy commentary. Case Context is visible to all users on the case. Do not include work product, mental impressions, or litigation strategy.

What it covers

Case Context is structured into five sections, each designed to capture a specific dimension of your matter:

SectionWhat it captures
Parties and PeopleWho is involved -- clients, opposing parties, key custodians, law firms, relevant individuals
Description and TimelineWhat the case is about, when key events occurred, and the general narrative
Relevance and IssuesWhat makes a document relevant, what legal or factual issues are in play
Privilege IndicatorsWhere privilege is likely to arise -- which lawyers, which relationships, which communication patterns
Collection DetailsWhat was collected, from whom, covering what time period, and any known gaps

When to use Case Context

Case Context is most valuable when:

  • The matter involves litigation or regulatory review where relevance criteria and privilege concerns are well defined.
  • Multiple reviewers need consistency -- Case Context ensures the AI generates the same quality of prompts for everyone.
  • You want AI-tailored prompts rather than generic ones. The prompt generator uses Case Context to produce prompts specific to your matter.

For simple or ad hoc review tasks, you can use Claira without Case Context. But for any matter where accuracy, consistency, and defensibility matter, setting up Case Context is strongly recommended.

How it works technically

Case Context is stored as structured data (JSON) and rendered as human-readable sections in the Claira interface. When the AI generates a prompt, it reads the relevant sections of Case Context to understand the matter before producing its output.

The generated prompt must be self-contained: it includes the matter details needed for review directly in prompt text. During document scans, the model receives the prompt plus document/evidence content; it does not receive Case Context as a separate hidden payload on every scan.


Need help? Contact support@claira.to

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