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 matter 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 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 the approved context you pick to produce prompts tailored to your specific matter.
• Keeps your team aligned. Because contexts are 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 contexts. They are scoped to that combination, so different cases have different contexts.

Multiple contexts per case

A case is not always a single workstream. The same document collection might serve the main litigation, a regulator's inquiry, and an internal investigation — each with its own people, questions, and sensitivities. Claira lets you keep a separate context for each workstream (up to 10 per case).

Each context has its own name, terminology, sections, source documents, and approval. One context is marked as the case default: the prompt generator preselects it, and Claira's assistant in Agent Mode reads and updates it.

Templates set the terminology

You do not have to be a litigator for Case Context to speak your language. When you create a context, you pick a template that sets what it is called and which sections it starts with:

Every template starts with three or four sections, and the sections are yours to shape: rename them, remove them, or add your own (up to 12 per context) after the context is created. The AI generation and the exported PDF follow whatever sections the context carries.

What Case Context is NOT

It is worth being clear about boundaries:

• Not a full case memo. A context is a concise reference, not a comprehensive 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. Contexts are visible to all users on the case. Do not include work product, mental impressions, or litigation strategy.

When to use Case Context

Case Context is most valuable when:

• The matter involves litigation, a regulatory inquiry, or an investigation where relevance criteria and sensitivities are well defined.
• Multiple reviewers need consistency -- a shared 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 the context you pick 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 at least one context is strongly recommended.

How it works technically

Each 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 sections of the context you selected 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.

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Need help? Contact support@claira.to