Setting Up Case Context

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 Context

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. If nobody on your team has created one yet, the list is empty and invites you to create the first context. Each card in the list shows the context's name, what it is called (its template's terminology), its Draft/Approved state, how many source documents feed it, and a green Default star on the case's default context. Click a card to open that context.

Creating a context

Click , 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.
• 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 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 documents

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 — up to 5 per context).
2. Click . Claira reads the documents and fills in the context's sections.
3. Review the result, answer any follow-up questions Claira raises, and edit freely.

Filling in and shaping the sections

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: concise, specific, focused on what the AI needs to know. 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 (Claira asks before discarding content).
• Add a section with — up to 12 sections per context.

The AI generation, the prompt generator, and the exported PDF all follow whatever sections the context carries.

Saving your work

Click when you are finished editing. Your changes — content and section layout alike — are saved to the case and become visible to all users who have access to it. While you edit, Claira holds a short-lived edit lock so two people do not overwrite each other; others see the context read-only until you are done.

Approval

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 . To make changes later, revert it to Draft first with — the PDF export records who approved a context and when.

The default context

One context per case is the default, marked with a green star. The prompt generator preselects it (when approved), and Claira's Agent Mode assistant reads and updates it. To change the default, open a context and click .

Renaming and deleting contexts

• Rename a context by clicking its name in the header.
• Delete a context from the ⋮ menu at the bottom of the editor. Deleting removes the context's content and unlinks its source documents; an approved context must be reverted to Draft first. If you delete the default context, the oldest remaining context becomes the new default.

Editing existing contexts

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