Clairia is Case IQ's AI assistant built for investigators and case management professionals. It can summarize cases, help you prepare for interviews, identify policy violations, flag bias in your notes, and more. We put together the following tips for writing prompts for Clairia, so you can spend less time on administrative work and more time on what matters.

Be Specific About the Case and the Ask

Clairia works best when you are specific about your request and include relevant case details. Vague questions get vague answers.

Instead of: "Tell me about the harassment case."

Try: "In this case, the complainant alleges their supervisor made repeated comments about their age over a three-month period. Summarize the key allegations and identify any inconsistencies across the witness statements on file."

Tell Clairia What You're Trying to Accomplish

Give Clairia your goal, not just your question. Are you preparing for an interview? Writing a risk report? Briefing a senior leader? This context shapes the response.

Example: "I need to brief our legal team this case by end of day. Summarize the key facts, the evidence gathered so far, and any unresolved questions that could affect our exposure."

Example: "I'm closing out the case and need to communicate the outcome to the complainant. Draft a closure memo that is professional and empathetic, without disclosing any details about disciplinary action taken."

Ask for a Specific Format or Output

If you need a particular structure, include it in your request. Clairia can produce timelines, bullet-point summaries, comparison tables, draft documents, interview question lists, and more.

Example: "Create a chronological timeline of events in this case, from the first reported incident to today, based on the case notes."

Example: "Summarize the case in three sections: background, key findings, and recommended next steps."

Example: "Generate a risk assessment report for case. Include the likelihood of escalation, potential legal exposure, and recommended mitigation steps."

Assign Clairia a Role or Perspective

You can ask Clairia to respond from a specific professional standpoint. This is especially useful when you need to stress-test your work or anticipate how others will view your case.

Example: "Act as an employment lawyer reviewing this investigation for procedural gaps. What could a dismissed employee challenge based on how this case was handled?"

Example: "Review this interview transcript as a neutral third party. Flag any questions or language that suggests the investigator had already formed a conclusion."

Example: "From the perspective of a senior HR leader preparing to present to the board, what are the three biggest risks in case #2025-033?"

Break Complex Tasks Into Steps

If you have a lot to cover, work through it one step at a time. You can build on each answer within the same conversation, or start a new chat when moving to a different case or topic.

Example flow for case review:

1. "Summarize the complaint in case #2025-041 in plain language."
2. "Based on that summary, which of our internal policies may have been violated?"
3. "For each potential violation, what evidence would I need to confirm or rule out?"

Example flow for interview prep:

1. "List the key unresolved questions in case #2025-028 based on the notes so far."
2. "Turn those into interview questions for the respondent, ordered from least to most confrontational."
3. "Now draft two or three follow-up probes I can use if the respondent becomes defensive."

Ask Follow-Up Questions

You don't have to get it right in one shot. If the response isn't quite what you needed, ask Clairia to adjust, expand, or go deeper.

Example: "That summary is helpful, but it's too long for an executive audience. Condense it to five sentences."

Example: "You flagged three policy areas — can you rank them by severity and explain which one poses the greatest legal risk?"

Example: "Rewrite the next steps section in plain language so I can share it with a manager who isn't familiar with the investigation process."

Check Your Work for Bias or Gaps

Before submitting a report or closing a case, Clairia can review your work and flag issues you may have missed.

Example: "Review these interview notes from case #2025-033. Flag any language that could suggest I reached a conclusion before completing all interviews."

Example: "I've interviewed four witnesses in case #2025-019. Based on their statements, are there factual gaps I should resolve before making a finding?"

Example: "Review this investigation report and tell me whether the respondent's account received equal weight compared to the complainant's. Flag any sections that read as one-sided."

Provide an Example of What You're Looking For

If you have a preferred tone, structure, or format, especially for documents your organization uses repeatedly, ask Clairia to match an example. 

Example: "Write a risk assessment summary using this structure: 'Case Overview / Key Risk Factors / Likelihood of Escalation / Recommended Actions'. Use the details from case #2025-044."

Example: "Here's a closing summary I wrote for a previous case: [paste example]. Write a similar one for case #2025-037, matching the tone and length."

Don't Worry About Having the Perfect Question

A rough question is better than no question. Clairia can help you figure out where to start.

Example: "I just received a complex fraud complaint involving expense manipulation over 18 months. I'm not sure where to begin — what should my first steps be?"

Example: "I'm reviewing case #2025-060 and something feels off, but I can't pinpoint what. Here are the notes — can you help me identify what might be missing before I finalize my findings?"

Reference Your Files Directly

Coming soon: Clairia can read and reason over the documents in your library and case file attachments, including internal policies, investigative guidelines, witness statements, interview transcripts, and case summaries. This is especially powerful when checking findings against your organization's specific policies rather than general guidance, or when you want Clairia to work from the actual words in a transcript rather than your recollection of it.

Type "@" anywhere in your message to pull up a list of available files and attach them directly to your request. The more relevant material you share, the more grounded and accurate Clairia's response will be. 

Example: "Based on @Employee-Code-of-Conduct and the @Andrews-witness statements, does the respondent's behavior constitute a policy violation? If so, which sections apply?"

Example: "Review @Interview-Transcript-Chen-05-12 for leading questions or language that could suggest interviewer bias."

Example: "I've attached @Case-Summary-Template. Use this format to write a summary of this case.

Use Playbooks for Specialized Workflows

Coming soon: Playbooks let you create purpose-built Clairia assistants tailored to specific investigation types or team workflows. Playbooks are ideal for recurring case types, onboarding new investigators, and ensuring consistency across your team. For example, you could set up a Harassment Investigation Playbook that already knows your harassment policy, your standard interview framework, and your preferred report format, so every investigator on your team starts from the same foundation.