Meet Clairia Playbooks: AI Guidance Built for Investigations

AI is changing investigations fast. But for many organizations, the challenge is not whether to use AI. It is how to use it in a way that is consistent, trustworthy, and actually built for the realities of investigative work.

That is where our new Playbooks for Clairia can help.

With the launch of Playbooks, Case IQ is once again raising the bar for AI in investigations. Built into Clairia, our AI assistant purpose-built for investigators, Playbooks gives organizations a new way to guide and tailor AI based on their own standards, policies, and operational needs.

Instead of relying on generic AI tools or one-size-fits-all prompts, teams can now shape AI to support the way they actually investigate.

Why AI in Investigations Needs a Different Approach

AI adoption is moving quickly, and many teams are feeling pressured to operationalize it before they have the right guardrails in place.

That can create real problems. Case managers may end up using AI tools that were never designed for investigations. Prompts may leave out critical context. Outputs may pull from unverified sources or produce answers that are hard to trust. And when different people use different tools in different ways, consistency across investigations starts to break down.

For ethics, compliance, and HR teams, that is a serious risk. Investigative work requires defensible outcomes, sound judgment, and processes that can hold up under scrutiny.

Playbooks helps teams bring more structure to AI adoption by creating clear processes, setting guardrails, and supporting more consistent and efficient use of AI across the organization.

How Clairia Playbooks Works

Clairia Playbooks helps organizations guide AI responses and behavior toward outcomes that are reliable, relevant, and defensible.

Teams can build and tailor Playbooks for their own unique needs, whether that means different workflows, regional requirements, business units, or investigative teams. The goal is simple: make sure AI support aligns with the standards and outcomes your organization expects.

Even better? Teams do not have to start from scratch.

The feature includes three ready-to-use Playbooks that help organizations standardize AI responses from day one. With these out-of-the-box options, teams can quickly:

• generate detailed case summaries (Case Summary)
• build timelines from evidence (Case Timelines)
• get guidance on how to move cases forward (Investigative)

That means faster value, less setup, and a practical path to using AI more effectively right away.

Built for Control, Consistency, and Confidence

One of the biggest advantages of Playbooks is that it brings structure to AI without adding unnecessary complexity.

Whether investigators are using open chat in Clairia or working within a Playbook, administrators have control over the rules, permissions, and safeguards that shape how AI responds. That makes it easier to standardize usage across the organization, ensuring consistent, thorough, and relevant outputs no matter who's using the AI.

What Makes Playbooks Different

Clairia Playbooks was built specifically for case management and investigative workflows. That matters because investigations are nuanced. Different teams have different processes. Requirements vary across geographies. Policies differ by organization. Outcomes need to be both efficient and defensible.

Playbooks gives organizations a way to ensure those standards and complexities are met, unlike generic AI tools that aren't built for the job.

Here is what that looks like in practice:

• ‍AI shaped by your standards: Create and tailor Playbooks for specific investigative scenarios so AI responses reflect your organization’s guidance, context, and expectations.‍
• Built with AI governance in mind: Use configurable safeguards and permissions to create a more trusted framework for AI across investigations.‍
• Reliable, relevant guidance for case managers: Support better outcomes with AI designed for case management and investigative workflows, not broad, generic tasks.‍
• Faster time to value: Start with three ready-to-use Playbooks to quickly generate summaries, create timelines, and uncover next-step insights.‍
• Enterprise-ready configurability: Bring the same configurability trusted by Fortune 500 organizations into your AI-assisted investigations.

See Clairia Playbooks in Action

Clairia Playbooks is available exclusively within Case IQ’s Clairia AI assistant.

Book a demo to see how your team can create and tailor Playbooks for your unique investigative needs, and drive more consistent, trusted outcomes with AI.