First-Time Orientation

This guide explains how to complete First-Time Orientation in Claira with a repeatable, audit-ready workflow.

TODO: Screenshot - First-Time Orientation workflow in Claira (left navigation, settings panel, and final confirmation state).

Before you begin

• Ensure the case is connected and active (appears in Claira and accepts new runs).
• Confirm required review fields (the destination fields for AI outputs) are created and visible.
• Confirm your review protocol (your team's quality and approval checklist) is documented.
• Confirm your coding language (standard labels/taxonomy reviewers must apply) is agreed by the team.

Step-by-step

1. Open claira.to, then select Cases and open the target case.
2. In the case workspace, open the feature area for First-Time Orientation from the left navigation.
3. In Settings, choose the model/template, then map outputs to the correct review fields.
4. Click Run sample, process 10-25 documents, and verify output quality in the results panel.
5. If quality is acceptable, click Run bulk (or the equivalent full-run action) and monitor job status.
6. Open Results > Export, select format and date range, then download and archive with run metadata.

Example

Example validation check: run a 20-document sample containing known positive and negative examples, then confirm at least 3 known benchmark documents are classified exactly as expected before scaling.

Tips

• Keep one saved configuration per use case to reduce setup drift.
• Record model, template, and field mapping choices in your matter log for auditability.
• When results vary unexpectedly, rerun the same sample before changing multiple settings at once.