Setting Up Case ContextCopy Anchor Link

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

Opening Case ContextCopy Anchor Link

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

The panel opens on the list of this case's contexts. The header shows how many documents you have selected (for example "3 documents selected").

If nobody on your team has created a context yet, the panel shows the templates as tiles: click one to start a context from it. Each card in the list shows the context's name, its state (Approved in green, or its draft progress such as Ready or Needs input), and one line with its template, how many source documents feed it and when it was last updated. When the case has two or more contexts, the case's default context is also marked with a Default star. Click a card to open that context.

Creating a contextCopy Anchor Link

Click New context (or click a template tile on an empty case), give the context a name (for example "Main litigation" or "Regulatory Response (OSC)"), and pick a template:

• Litigation / eDiscovery creates a Case Context: parties, issues, relevance and privilege rules.
• Arbitration creates an Arbitration Context: parties and tribunal, claims, and document-production rules.
• Employment creates an Employment Context for an individual employment dispute: the employer and employee, the employment history, the jurisdiction and forum, the claims, and privileged or sensitive material. It works in any country: Claira records whose employment law applies only when your documents say so. For a union grievance, pick Arbitration. For an HR investigation, pick Internal investigation.
• Regulatory investigation creates a Review Mandate: the scope of a regulator's notice or inquiry.
• Internal investigation creates an Investigation Brief: allegations, people involved, confidentiality rules.
• Law enforcement creates an Operation Brief: offences, persons of interest, disclosure rules.
• Start blank creates a Review Context: neutral sections you define yourself.

The Name field arrives already filled with what the selected template calls a context (for example Review Mandate, or Review Context when you start blank), and the name is selected so you can type over it straight away. If you pick another template before typing, the name follows the template; a name you typed yourself is kept. If the case already has a context by that name, Claira adds a number (Case Context 2), and a note under the field tells you when a name you typed will be numbered. Leaving the field empty creates the context under the template's name. You can rename the context at any time.

The template sets the context's terminology and its three or four starting sections. It is only a starting point: you can rename, remove, or add sections afterwards.

The first context you create automatically becomes the case's default context. A case can hold up to 10 contexts.

Generating content from documentsCopy Anchor Link

The fastest way to populate a context is to let Claira build it from key documents:

1. Open the context, then select the key documents in Nuix Discover (pleadings, orders, notices, reports, scanned exhibits, recordings; up to 5 per context). The header shows how many are selected; the Context docs count below it shows how many already feed this context. If you select more than the context still has room for, the count turns amber and says how many more you can add, for example "3 documents selected, you can only add 2 more".
2. Click Add to context (on a new, empty context, Generate from selection). Claira reads the documents and fills in the context's sections.
3. Review the result and the Missing information list below the sections: up to five questions, each naming the section it would complete. Claira asks only for what your team knows and the documents do not say, such as which party you represent, which document requests the review answers, or whose employment law applies, and words each question so you can answer it without opening the documents. Add the answers to that section; the next time Claira generates, it checks each question again and drops the ones that are answered. Questions that are still open stay on the list. Answer with Agent takes those questions into a chat with the Agent instead, with an answer box under each one. Hide for now hides the list until the next generation.

Claira captures every material fact the documents support, section by section: names and the other names people use, roles, dates, amounts, identifiers, and how people and organizations are connected. Your edits are saved before it starts, so they are part of what it reads. Claira keeps everything the context already says, including what you typed yourself: new documents add to a context, they never take anything out of it. When a document disagrees with the context, for example it names a different respondent or seems to concern another matter, Claira keeps both versions, notes on the line that they differ, and adds a question to Missing information asking which one is right. While it works, editing is paused, so nothing you type can be overwritten by the result (see While Claira generates the context). Add to context is not shown on an approved context, and neither is the header's selection count: an approved context takes no more documents.

After each update, Claira checks that every fact the context held before is still in it. If the update left a line out, Claira puts that line back in its section, word for word (a dated line goes back in date order), so you may now and then see a fact next to a reworded version of it. Delete whichever you do not need.

What Claira reads from each documentCopy Anchor Link

Claira reads each document's extracted text and, when the document has one, its native file: the PDF, image, audio or video file that Nuix Discover holds. The file shows Claira what extracted text can miss or garble, such as handwriting, stamps, signatures, tables and poor OCR. It also lets a document with no extracted text at all, such as a scan without OCR, a recording or a video, feed a context.

• A native file is sent when it is 15 MB or smaller and the files of the selected documents fit together (about 20 MB in total). Documents without extracted text get the room first. Any other document whose file does not fit is read from its extracted text alone.
• Word documents, spreadsheets and emails are read from their extracted text.
• A document that has no extracted text, and whose native file Claira cannot read, is left out. It is not added to the context's source documents, and Claira names it when it finishes.

Under Source documents linked to Case Context, each document shows how Claira read it: Read from extracted text, Read from native file, or Read from native file and extracted text. The downloaded PDF and Word files show the same.

While Claira generates the contextCopy Anchor Link

After you click Generate from selection or Add to context, three steps appear above the sections, each ticked when it is done:

1. Fetching the documents, with a count such as 2 of 5, then Fetched 5 documents.
2. Reading the documents, with a timer, then Read the documents. This is the long step: Claira reads the documents and drafts the sections, which can take a few minutes on a large selection.
3. Updating the sections, then Updated the sections.

Below them, a note says Claira is filling in this context from the selected documents. Editing is paused until it finishes. Meanwhile, empty sections show grey lines where their text will appear, and existing text sits under a soft moving highlight, as Claira may rewrite it to fit in what the documents add.

When the result arrives, the changed sections fill in one after another, a few words at a time, with a brief green outline; the others stay as they were. Editing unlocks once all are in, and the steps then fade away. With reduced motion on in your operating system, the text appears at once and nothing moves.

If you have opened another context meanwhile, the one on screen is left alone and a message says, for example, Main litigation was updated from the selected documents. Open it to see the changes.

Until the generation finishes, the Agent cannot edit that context: it says the context is being generated, changes nothing, and asks you to try again later.

The summaryCopy Anchor Link

Every context opens with a Summary: up to three sentences on why the review exists. It says what the matter is, what the review is for (and who your team acts for, when the context says so), and where things stand, such as the next deadline.

Claira writes the summary from the sections, so you cannot edit or remove it. To change it, change the sections. Hover Summary to see this reminder. Claira rewrites the summary:

• each time it generates the context or adds documents to it;
• when you open a context whose sections have changed since the summary was written, for example after the Agent revised it (a context created before the summary existed gets one the first time you open it);
• when you approve a context you edited by hand.

While Claira writes it, grey lines show where the summary will appear, or the current summary sits under a soft moving highlight. If it cannot be written, the summary says so and offers Try again; the sections are not affected. The summary opens the downloaded PDF and Word files. The Prompt Generator does not use it: prompts are built from the sections.

Source numbersCopy Anchor Link

When Claira writes a line from a document, the line ends with that document's number in the source documents list, such as [2]. A line drawn from several documents shows them all, such as [1, 2]. Click a number to see its document in the list.

A line without a number was added by your team or by the Agent. Lines Claira wrote before source numbers were introduced have none.

When you edit a section, a number appears as a code such as [doc:1043221] at the end of its line. Keep the code with the line to keep its number, and delete it if the fact no longer comes from that document. The Agent keeps the numbers on the lines it changes and never adds one. The downloaded PDF and Word files show the same numbers, and number the source documents to match.

Filling in and shaping the sectionsCopy Anchor Link

Every context is a set of labeled sections, each with a free-text editor. Fill them the way you would brief a new team member: specific and complete, with everything a reviewer needs to decide whether a document matters. For a litigation context, for example:

• Parties: who is involved, with roles ("Jane Doe, General Counsel at Acme Corp"), counsel and law firms.
• Background: what the matter is about and the timeline of key events.
• Issues: the legal and factual issues, and what makes a document relevant.
• Privilege rules: which lawyers, relationships, and communication patterns indicate privilege.

The sections themselves are editable while the context is in Draft:

• Rename a section by clicking its heading and typing a new one.
• Remove a section with the × beside its heading. If the section has content, Claira asks first and explains that its heading and text leave the context once your edits are saved.
• Add a section with Add section: up to 12 sections per context.

Each section has Instructions for Claira: a checklist of what Claira captures in that section when it generates from documents. Templates fill them in for you, and you can open and edit them while the context is a draft, for example to add a detail your matter needs. A new section you add starts with an empty instruction, which tells Claira to capture whatever matches the section's name. If you rename a section, check that its instructions still fit; Claira follows the name where the two disagree.

The AI generation, the prompt generator, and the downloaded PDF and Word files all follow whatever sections the context carries. The downloads do not include the instructions.

Formatting in a sectionCopy Anchor Link

Claira shows each section formatted, as it shows an Insight: labels and key facts in bold, lists as bullets. To edit a section, click its text. It turns into a plain-text box with the cursor where you clicked; you can also hover over the section and click the pencil. In that box:

• Words with two asterisks on each side (**like this**) show in bold.
• A line that starts with a hyphen and a space (- ) shows as a bullet.

A reminder under the box says the same. Click outside the box, or press Escape, to see the section formatted again. To remove formatting, delete the asterisks or the hyphen. Selecting text to copy it does not open the box. On an approved context, sections show formatted and cannot be edited. The PDF and Word downloads print the same formatting.

Revising with the AgentCopy Anchor Link

On a draft, click Revise with Agent to discuss the context with the Agent. Claira saves your edits and opens a chat about this context: tell the Agent what should change, and it reads the context, proposes the edits and saves them only after you confirm. Click Open Case Context in the chat to come back; the context opens with the Agent's changes. If you already used a chat for this context today, it opens again; the next day a new chat starts. The document you have open in Discover is not sent in this chat: its chip in the message box reads Not sent. Click Send again on it if you want the Agent to read that document too (see Keep the open document out of your messages). Revise with Agent is not shown on an approved context. The button sits in the bar at the bottom of the context, to the left of Download Case Context. When the panel is wide enough for the buttons to sit in one row, it shows only the Agent icon; hover it to see its name.

The Agent can also tell Claira that a Missing information question has been answered, which takes it off the list.

Answering the missing information questionsCopy Anchor Link

Click Answer with Agent on the Missing information list to answer the questions in one place. Claira saves your edits and opens the same chat Revise with Agent uses, with the questions laid out and an answer box under each one. Type what you know, leave anything you cannot answer blank, and click Send answers. Your answers reach the Agent as your own message, without the document you have open in Discover: it reads the context, puts each answer in the section its question names, and saves nothing until you confirm. Questions you left blank stay on the list. Click Cancel to close the boxes and go back to writing in the chat yourself.

The button is shown on a draft you can edit. It is not shown on an approved context, while Claira is generating the context, or while someone else holds the editing lock.

Generating search terms from a contextCopy Anchor Link

Click Generate search terms in the bar at the bottom of the context, to the left of Download Case Context, to get a search term family for Nuix Discover built from this context. Claira saves your edits, opens a new Agent chat and sends a request naming the context. The Agent reads it and shows a card with the terms and a Download spreadsheet button; the Excel file imports into Nuix as it is. The button works on draft and approved contexts, and it is free. When the panel is wide enough for the buttons to sit in one row, it shows only its icon; hover it to see its name. See Generating Search Term Families.

Saving your workCopy Anchor Link

Claira saves your edits as you type. The status beside Approve says Unsaved changes, Saving your changes or All changes saved; if a save fails it says so and offers Try again. Your changes are also saved before you approve, generate, download the PDF, open the Agent or leave the context. Everything you change (content, section layout and instructions alike) is visible to all users who have access to the case.

While you have a context open, Claira keeps an edit lock so two people do not overwrite each other; others see it read-only until you leave it or stop editing for a while. If the context changes somewhere else while you type (for example the Agent updates it in another window), Claira stops saving and asks whether to Load the latest version or Keep my version. Loading the latest version replaces the text on your screen; keeping yours asks you to confirm, then replaces the changes made elsewhere. If someone else is editing the context when your change arrives, Claira says so and offers Copy my changes, so you can keep your text and add it later.

To leave a context, click All contexts above its name or Close at the bottom of the editor. Both save your edits first, then take you back to the list of contexts and release your edit lock. Both wait while Claira is loading, saving or generating, and if the save fails you stay on the context and Claira tells you why.

ApprovalCopy Anchor Link

Each context moves between two states:

• Draft: editable by anyone on the case. Draft contexts are not offered to the prompt generator.
• Approved: locked against edits and available to the prompt generator.

When a context is ready, click Approve. Claira asks you to confirm and explains what approving does:

• Any unsaved changes are saved first.
• Editing is locked for everyone until the context is reverted to draft.
• The Missing information list is hidden.
• The prompt generator can offer the context.
• You are recorded as the approver, with today's date.
• If you edited the sections by hand since the summary was written, Claira rewrites the summary.

To make changes later, click Revert to draft. Claira explains what that does before you confirm: the context becomes editable again, the prompt generator stops offering it until it is approved again, the approver and approval date are cleared, and its downloads are marked DRAFT. If it is the default context, the Agent can edit it again. Prompts already generated from it do not change.

The downloads show which state a context is in (a green APPROVED badge beside the title, or an amber DRAFT one) and record who approved it and when, by name and username.

Downloading a contextCopy Anchor Link

Click Download Case Context and choose PDF (.pdf) or Word (.docx). The PDF is the file to print or send as it is; the Word document is the same context, editable, to drop into your own documents. Both carry the status badge, the summary, every section in order with its source numbers, the Missing information questions on a draft, and the numbered source documents the context was drafted from.

• Any unsaved changes are saved first, so the file always matches what is stored. If the save fails, nothing is downloaded and Claira tells you why.
• The download waits while Claira is generating the context from documents.
• Every download is recorded for your organization's compliance records: who downloaded which context, in which format, and when. If the record cannot be saved, the download is cancelled and Claira asks you to try again. The record holds none of the context's text.

The file is named after the context and its status, for example Claira-Case-Context-Review Mandate-Approved-20260921.docx. See Exports for everything the file contains.

The default contextCopy Anchor Link

One context per case is the default. The prompt generator preselects it (when approved), and the Agent reads it and can update it while it is a draft, except in a chat opened with Revise with Agent, which works on its own context. The default only matters once a case has two or more contexts, so that is when it is shown: a Default star on its card, and a star button in each context's header. Hover the star to see what the default is for. To change the default, open another context and click its star; an approved context can be made the default too.

Renaming and deleting contextsCopy Anchor Link

• Rename a context by clicking its name in the header. Hover the icon beside the name to see which template the context was created from.
• Delete a context from the ⋮ menu at the bottom of the editor. Claira asks first and explains the result: the context's sections and content are deleted, its links to its source documents are removed (the documents themselves are untouched, and any other context they source keeps them), and, if it is the default of several contexts, the oldest remaining context becomes the new default. An approved context must be reverted to draft first. A message confirms the deletion.

Editing existing contextsCopy Anchor Link

You can update a context at any time by opening it and making your changes. This is normal -- as matters evolve, so should your contexts.

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

Need help? Contact support@claira.to