Case Context: Brief AI the same way you’d brief a lawyer

You would not ask a new lawyer to review 50,000 documents without first telling them what the matter is about.

You would explain who the parties are, what the key issues are, who the relevant people are, and what you are actually looking for. You would give them the pleadings, the orders, the chronology and you would explain what privilege looks like in the matter and what relevance means in this context.

Once they understood this context, you would ask them to start reviewing documents.

This is the same approach you should take with AI.

This thinking is behind one of the most compelling features in Claira: Case Context.

What is Case Context in AI document review?

Case Context is a structured summary of your legal matter that lives inside Claira. Case Context gives Claira a concise, structured understanding of what the matter is about.

Without it, AI reviewing documents is operating without an understanding of what it is looking for or why. Think of it as briefing a highly capable senior reviewer on your matter before they start reading. The more clearly you brief them, the more useful their analysis will be. Case Context does the same thing for Claira.

Case Context is structured across five sections designed to capture specific relevance in your matter:

1. Parties and people: who is involved including clients, opposing parties, key custodians, law firms, named lawyers and other important individuals. Being specific here is essential for privilege identification.

2. Description and timeline: what the matter is about, what happened and when, and the general narrative. Write this the way you would brief a new team member who needs to understand the matter quickly.

3. Relevance and issues: the legal and factual issues, what makes a document relevant to this matter, specific relevance criteria and any explicit exclusions. This is one of the most important sections because it directly shapes how the AI evaluates documents.

4. Privilege indicators: which lawyers and firms are involved, the nature of the legal relationships, communication patterns, and any common interest or joint defence arrangements that may indicate where privilege is likely to arise.

5. Collection details: what has been collected, from whom, the relevant date ranges and any known gaps or exclusions.

Claira uses this information to create prompts tailored to the matter instead of generic prompts.

You give Claira the context it needs to understand what it should be looking for, instead of AI just reading the documents.

How Case Context makes your review better

Better prompts from the start

Case Context helps Claira understand the criteria that matter to your review. When you use Claira's prompt generator, it draws on Case Context to produce prompts tailored to your specific matter rather than generic ones.

The difference in prompt quality between a matter with well-written Case Context and one without is significant. It flows directly into the accuracy of your review results.

This is particularly useful in litigation, investigations and regulatory matters where relevance criteria, key issues and privilege considerations are clearly defined.

Greater consistency across the review team

Maintaining consistency across any large document review is challenging. Different reviewers can interpret instructions differently, particularly as teams grow or review evolves.

By sharing Case Context across all users on a matter, every reviewer is working from the same understanding. This gives everyone a consistent foundation when generating prompts, regardless of who is running the Bulk Scan. For matters with multiple reviewers or large paralegal teams, this consistency is genuinely valuable.

A more defensible review process

When your relevance criteria and privilege indicators are clearly documented in Case Context, the reasoning behind your AI-generated prompts is grounded in a structured reviewable record.

Case Context supports defensibility in a way that ad hoc prompting cannot.

Book a demonstration below to see how Case Context, Claira and eDiscovery Collab's senior-led team can work with your own document review workflows to improve processes, create efficiencies and reduce costs.