💬 Caisey's Answers: AI-Powered Case Intelligence

🗓️ Click here to schedule a demo and see Caisey Answers in action! 

⚡ What Makes Caisey Answers Different

Caisey Answers was built specifically for workers’ compensation defense and lien professionals, not general purpose AI users.

Unlike generic AI assistants, Caisey works directly within your Casefriend case and analyzes the documents and e-mails associated with that case.

• ✅ Medical records
• ✅ Applicant and defense correspondence
• ✅ Depositions
• ✅ QME and PQME reports
• ✅ Pleadings and filings
• ✅ Employment records
• ✅ Case-related e-mails

The result is a case-specific answer grounded in your file.

🔎 Asking Questions with Caisey Answers

When viewing a case in Casefriend, you'll see the Caisey Answers search bar at the top of the screen.

Enter a question in plain English and press Enter or click the arrow to submit.

Caisey reviews the available case materials and generates a grounded, case-specific response.

🧠 Attorney Intelligence

Caisey Answers does more than answer questions.

When reviewing case materials, Caisey may surface Attorney Intelligence to help identify issues that deserve additional attention.

Depending on the contents of the file, Attorney Intelligence may include:

Critical Risk – Facts, records, or opinions that may negatively impact the defense position.

Conflict – Conflicting evidence, testimony, medical opinions, or factual inconsistencies.

Concern – Issues that may warrant additional investigation or attorney review.

Deadline – Dates, time-sensitive obligations, or potential follow-up requirements identified within the file.

Missed Deadline – A time-sensitive deadline or obligation that has passed.
 

Executive Takeaway – Important facts or strategic observations surfaced by Caisey.

✅ Attorney Action Items

In addition to answering questions, Caisey can identify tasks, follow-ups, decisions, and responsibilities found throughout documents and e-mails.

Attorney Action Items help legal teams quickly identify work that may require attention without manually reviewing every document or message.

Examples include:

• Schedule a deposition
• Obtain missing records
• Respond to applicant counsel
• Review QME recommendations
• Follow up with an adjuster
• Prepare for an upcoming hearing

📧 Answers Across Documents and e-mails

Caisey Answers can analyze far more than uploaded documents.

When available to a case, associated e-mails can also be used to provide additional context and intelligence.

This allows Caisey to identify:

• Key decisions
• Open questions
• Outstanding action items
• Adjuster instructions
• Recent case developments

Instead of reviewing hundreds of messages manually, you can ask Caisey questions about what happened and what still needs attention.

🎯 Getting Better Answers

To get the most useful results, ask direct and specific questions whenever possible.

Good Questions

• What injuries are being claimed?
• Is the applicant still employed?
• Summarize the disputed issues.
• What is the current treatment plan?
• Compare the QME and treating physician opinions.
• What facts may negatively impact the defense?
• Identify any potential exposure concerns.
• What decisions were made in recent e-mails?
• What action items are currently pending?
• What deadlines should counsel be aware of?

💬 Understanding the Conversation Window

The Caisey Answers conversation window helps you explore the case and quickly return to previous work.

1. Search Bar – Ask questions in natural language.
2. Conversation History – Revisit previous questions and answers.
3. Attorney Intelligence – Review surfaced risks, conflicts, concerns, deadlines, and key observations.
4. Supporting References – Review source material used to generate the response.

📋 Copying and Sharing Answers

To copy an answer, hover over the response and click Copy Answer.

Formatting such as headings, lists, and structure are preserved to make it easier to paste into Word documents, e-mails, notes, and reports.

Always review AI-generated content before sharing internally or externally.

🤖 How Caisey Builds Answers

Every response follows the same general process:

1. Review available case documents
2. Review available case e-mails
3. Identify relevant facts
4. Analyze risks, concerns, and conflicts
5. Generate a case-specific response
6. Provide supporting references when available

This helps ensure that answers remain grounded in the actual case record.

👍 Providing Feedback

Click Send Caisey Feedback at the bottom of the conversation window to tell us what worked well and where we can improve.

Customer feedback directly influences future improvements to Caisey Answers.

❓ Frequently Asked Questions

❓ What is Caisey Answers?

Caisey Answers is Casefriend's AI-powered case intelligence assistant. It analyzes documents, medical records, depositions, pleadings, employment records, and available case e-mails to answer questions about a specific case.

❓ What information does Caisey use to answer questions?

Caisey only analyzes information available within the current Case.

• ✅ Documents stored in the Case
• ✅ Case Summaries
• ✅ Available e-mails linked to the Case
• ✅ Associated metadata and case information

Information outside the Case is not considered.

❓ Does Caisey search the internet?

No. Caisey's Answers are based on the information available within the Casefriend case you are viewing.

❓ Why can't Caisey find something I know exists?

Most often, the information is not currently available to the case.

Verify that:

• The document has been uploaded
• The document has finished processing
• The e-mail has been linked to the case
• You are viewing the correct case

❓ What are Attorney Attention Items?

Attorney Attention Items are issues identified by Caisey that may require additional review.

Depending on the contents of the file, Caisey may surface:

• Critical Risks
• Conflicts
• Concerns
• Upcoming Deadlines
• Missed Deadlines
• Executive Takeaways

These items are intended to help attorneys quickly identify areas that may deserve further attention.

❓ What are Attorney Action Items?

Attorney Action Items are tasks, follow-ups, or responsibilities identified by Caisey from documents and e-mails within the case.

Examples may include obtaining records, preparing for hearings, reviewing medical reports, or following up with adjusters and counsel.

❓ Can Caisey identify deadlines?

Caisey may identify dates, deadlines, and time-sensitive events that appear within the available case materials.

Attorneys and staff should always independently verify deadlines before relying on them.

❓ Can I ask questions about e-mails?

Yes.

If e-mails are available to the Case, you can ask questions such as:

• What decisions were made recently?
• What action items remain outstanding?
• What instructions did the adjuster provide?
• Summarize recent communications.

❓ Why do different questions generate different answers?

Caisey evaluates your question and retrieves the most relevant information available. Different questions often focus on different portions of the case file.

Asking more specific questions generally produces more targeted results.

❓ How do I get better answers?

Be specific.

Instead of:

What's going on in this file?

Try:

What evidence supports apportionment?

Compare the QME and PTP opinions.

What facts may negatively impact the defense?

❓ Can I copy answers into documents or e-mails?

Yes.

Use Copy Answer to copy the response. Formatting such as headings, lists, and structure will be preserved when supported by the destination application.

❓ Does Caisey replace attorney judgment?

No.

Caisey is designed to assist attorneys and legal professionals by helping them find information faster and identify issues that may deserve attention.

Legal decisions, strategy, advice, and final work product remain the responsibility of the attorney.

❓ Can Caisey make mistakes?

Yes.

Like any AI system, Caisey may occasionally misunderstand information, misinterpret a document, or miss relevant context.

Users should always review source documents and independently verify important facts before acting on any response.

Our Commitment to Privacy

Casefriend is committed to protecting your clients’ information and preserving the integrity of the attorney-client relationship.

Read our AI Promise

Read our Privacy Policy