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Settings

Clara Settings

Configure Clara AI isolation and workspace behavior.

Workspace admins configure Clara under Settings → Clara AI.

Isolation modes

Clara's isolation mode controls which recordings and data Clara can access when answering questions:

ModeClara can access
Author onlyEach user's own recordings
Group basedRecordings in the user's groups (respects shared visibility)
Organisation wideAll recordings the user has permission to view

Choose the mode that matches your firm's confidentiality requirements. Tighter isolation limits what Clara can search and reference in responses.

When isolation applies

Isolation affects:

  • Global Clara search (/clara)
  • Clara split panel on recordings, clients, matters, and pillars
  • Document review and playbook suggestions

Clara always respects your underlying workspace permissions — isolation further restricts the scope within those permissions.

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