What Claira can do for your review
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A workflow-oriented overview of Claira in Nuix Discover: prompts, single and bulk scans, Multi-Code, media scans (image / audio / video), Insights and Insight templates, Early case assessment, Agent Mode, Case Context, search term families, Field Migration and Claira Private.
What Claira can do for your review
Claira helps teams run AI-assisted document review inside Nuix Discover. You write plain-language prompts; Claira reads document text (and the source image, audio, or video file when you switch the Scan as dropdown) and writes structured answers into Nuix fields you connect. Use this page as a map from “first prompt” to large-scale production runs.
Quickstart: prompts, generator, and templates
- Prompt box: Type what you want the model to do (for example, “Summarize in two bullets” or “Extract any agreement dates”). Save prompts you will reuse.
- Prompt Generator: When you need help wording or structuring a request, use the generator inside Claira to draft and refine instruction text before you save or run.
- Templates (Quickstart library): Start from proven patterns for relevance, privilege, PII, objective coding, and more, then adjust for your matter. Templates your organization admins write in the Admin Portal appear first, under Your organization. Use with context on any template fills it in from your approved Case Context.
- Prompt History and PDF export: Every saved prompt keeps its version history (variations grouped into chains with word-level diffs and a case-wide Final mark), and any version downloads as a PDF, on its own or with the full revision history and its comments, for approvals and records.
See Prompting overview, Prompt templates and Prompt History.
Single scan (one document)
Single scan means: one open document + one saved prompt → one AI response written to your chosen field. Use this to test wording, validate output on tricky documents, and tune prompts before you scale.
See Single Review.
Bulk scan (many documents)
Bulk scan applies the same saved prompt across many documents at once (up to 999,999 documents per run). Results and task metadata land in connected fields; you monitor progress and outcomes in Bulk Tasks.
See Bulk Scan.
Multi-Code (one pass, several fields)
Multi-Code is for when a single instruction should fill multiple outputs in one pass, for example objective coding (date, title, type), or splitting and organizing extracted values across several fields during complex review. You configure multiple destination fields; Claira returns structured content for each.
See Objective coding (Multi-Code section).
Media scans (image, audio, video)
When productions include images, audio, or video, Claira supports media-aware scanning on every plan, useful for scans that must "see" the page, "hear" the recording, or "watch" the clip, not only extracted text. The Scan as dropdown next to every scan action has four options: Text (default, 1 token/doc), Image (5), Audio (10), Video (20). Those costs apply to bulk scans; single scans are free.
See Media scans for the full list of accepted formats per mode.
Insights (one distilled, cited output)
Once a bulk scan has produced per-document results (or a field already holds them), Insights distills them into one output: a chronology, relevance summary, PII report, or investigation narrative. Every claim carries an inline citation back to its source document, you can revise the result iteratively, and the finished Insight downloads as a PDF listing all source documents.
See Insights.
Insight templates (one-click starting points)
Insight templates offer four common case outputs (Chronology, Key documents, Issue analysis, and Privilege log) behind the Quickstart button on the Insights page. Each knows which prompt template produces the data it needs, and its tile says so: pick one and you see the prompt it reads, the prompt it puts in the box, and an offer to open Bulk Tasks with that prompt filled in. The tiles report nothing about the case, because a template is a starting point you can use as often as you like. When a completed bulk task already ran the matching prompt, choosing the template selects that run as the source. A finished bulk task that ran a matching prompt offers the insight directly.
See Insight templates.
Early case assessment (a first look at the whole case)
Early case assessment gives you a first look at a whole case before anyone has scanned anything: how many documents it holds, whose they are, what kinds of file they are, when they are dated and who writes to whom, with suggested review segments and next steps. Claira reads the metadata of every document with your own access, counts it (file types and how much is system files, a timeline of spikes and gaps, custodians by year and file type, file sizes), and writes an overview from those counts; it never reads the documents' content and writes nothing to Discover. It is free, each run is kept as a dated assessment with the statistics it was built from, and it downloads as a PDF. Open it from More > Early case assessment. It replaces the Early case assessment Insight template.
Agent Mode (case-scoped chat)
Agent Mode is secure, case-scoped chat: ask about this matter, scan and billing context, saved prompts, bulk task history, and more. You can also step through chat-native bulk scan with explicit confirmations when you want to run work from the conversation.
You can also drag a file straight into the chat (a spreadsheet, PDF, Word file or image) when the thing you want to ask about is not in the case.
See Agent Mode and Attach documents to a chat.
Case Context
Case Context stores short, structured background your team agrees on (parties, issues, instructions). This grounding keeps prompts and answers consistent with how your team defines the matter. A case can hold several contexts, one per workstream, created from templates that match your world (litigation, arbitration, employment, regulatory investigation, internal investigation, law enforcement, or start blank), each with its own terminology and editable sections, and one marked as the case default. A draft context saves as you type and can be revised with the Agent.
Search term families (ready to import into Nuix)
Ask the Agent for search terms, or click Generate search terms on a Case Context, and Claira writes a search term family for Nuix Discover: one term per concept, each with a short label and a query in Nuix's search syntax. Claira checks every query before showing it, and Download spreadsheet saves an Excel file you import as it is with Add search terms > Add terms from a file. It is free.
See Generating Search Term Families.
Field Migration (move values between fields)
Field Migration copies or moves values between Nuix Discover fields across a selection in four guided steps: choose the two fields, set the options, read an automatic review of what would happen (nothing is written), and, if you want, try the change on one real document, with undo, before the full run. It involves no AI and costs no tokens.
See Field Migration.
Claira Private (a case on your own model)
Claira Private is a plan for a case that must run entirely on your organization's own model, chosen at activation instead of a standard plan. Every AI feature in the case (single reviews, bulk scans run in your browser, Multi-Code, Agent Mode, Insights, Case Context, the Prompt Generator and Revise with Agent) runs on a shared connection, an OpenAI-compatible endpoint your organization runs (including Azure OpenAI), or on a local model on your own computer (Ollama, LM Studio, vLLM or llama.cpp), so document content never leaves your machine. One flat monthly price per case, with no tokens and no document limits. Background processing is not available in Claira Private, and scans are text only.
See Claira Private.
Admin Portal (your whole organization)
The Admin Portal is where organization admins see every case Claira runs in, change a case's plan, deactivate it or delete its data, download its billing reports, manage users and roles, write prompt templates for the whole organization, read the partner invoice, route emails by role and connect Discover portals. It opens from the Claira menu in Discover (Manage organization) at app.claira.to, or with a sign-in link sent by email once an admin turns on email sign-in in its Settings.
Where to go next
- What is Claira?: first-scan walkthrough
- First-time orientation
- Agent Mode limitations: what the Agent does not replace
Need help? Contact us at support@claira.to.
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First-Time Orientation
A walkthrough of what you see the first time you open Claira, how the interface is organized, and how to verify quality before scaling up.
What is Claira?
Learn what Claira does, how it fits into your Nuix Discover workflow, and how to run your first AI-powered document scan in minutes.
Need more help?
Contact our support team at support@claira.to — we are here to help.