Setting Up Case Context

Before Claira can use your case background to generate better prompts, you need to create and populate your Case Context. This guide walks you through the process from start to finish.

Opening the Case Context editor

To access Case Context, navigate to your case in Claira and open the Case Context panel.

If this is the first time anyone on your team has opened Case Context for this case, you will see an empty template with sections ready to fill in. If someone has already started, you will see their work.

Filling in the sections

Case Context has five sections. You do not need to fill in every section to get started -- even partial context helps -- but the more you provide, the better Claira's prompts will be.

Parties and People

List the key individuals and organizations involved in the matter. This helps Claira understand who is who when it reads documents.

Include:

• Client name(s) and key personnel
• Opposing parties
• Key custodians whose documents are in the collection
• Law firms and named lawyers (important for privilege identification)
• Other relevant individuals (witnesses, regulators, experts)

Description and Timeline

Describe what the case is about and when key events happened. Write this the way you would brief a new team member who needs to understand the matter quickly.

Include:

• A brief description of the dispute or investigation
• Key dates and milestones (filing date, relevant transaction dates, regulatory deadlines)
• The general narrative of what happened

Relevance and Issues

Define what makes a document relevant to this matter. This is one of the most important sections because it directly shapes how the AI evaluates documents.

Include:

• The legal and factual issues in play
• Specific relevance criteria (what topics, time periods, or communication types matter)
• Any exclusions (what is explicitly not relevant)

Privilege Indicators

Describe where privilege is likely to arise in the collection. This section is critical if you plan to use Claira for privilege review.

Include:

• Names of lawyers and law firms involved
• The nature of the legal relationships (who is counsel to whom)
• Communication patterns that indicate privilege (e.g., emails between in-house counsel and the CEO regarding the transaction)
• Any common interest or joint defense arrangements

Collection Details

Describe what was collected and any known limitations. This helps the AI understand what it is working with.

Include:

• Who the custodians are and what was collected from each
• The date range of the collection
• The types of data collected (email, documents, chat, etc.)
• Any known gaps or exclusions in the collection

Saving your work

Click when you are finished editing. Your changes are saved to the case and become available to all users in your organization who have access to this case.

Approval workflow

Depending on your organization's settings, Case Context may require approval before it takes effect. If an approval workflow is enabled:

1. After saving, your Case Context enters a pending state.
2. A designated approver (typically a senior reviewer or case manager) reviews the content.
3. Once approved, the Case Context becomes active and is used by the AI prompt generator.

Pending means the context has been saved but not yet approved.

Approved means the context is active and being used by the AI.

If your organization does not use an approval workflow, your Case Context becomes active immediately upon saving.

Editing existing Case Context

You can update Case Context at any time by returning to the Case Context panel and making your changes. This is normal -- as matters evolve, so should your Case Context.

Keep your team informed when you make significant changes to Case Context, especially changes to relevance criteria or privilege indicators, since these directly affect AI-generated prompts.

Need help? Contact support@claira.to