Caisey is Casefriend’s integrated AI assistant, purpose-built to support workers’ compensation and lien defense attorneys by automating routine legal tasks and accelerating case review. Caisey works directly on documents uploaded to Casefriend during your firm’s normal workflow—meaning once a case is created and documents are added, Caisey becomes available within minutes to assist.
With Caisey, you can ask detailed questions about your case and receive fast, context-aware answers—saving time and helping you locate key information across large volumes of legal data.
🗓️click here to schedule a demo and see Caisey in action!
Caisey's Answers!
When viewing a case in Casefriend, you’ll see the Caisey search bar at the top of the screen. Simply type your question and press Enter or click the arrow to submit.
Tips for Asking Caisey Questions
Caisey is a powerful AI assistant built specifically for workers’ compensation and lien defense law firms. To get the most accurate and helpful responses, follow these best practices when asking questions:
1. 🎯 Be Specific
Caisey performs best with clear, focused questions.
Instead of:
“What’s going on in this case?”
Try:
“Can you summarize the medical records uploaded to the Martinez case?”
2. 📁 Reference the Case Context
Caisey only works with the documents and data stored in the specific Case you're working in.
✅ Make sure you're in the correct Case before asking your question.
✅ Ensure relevant documents have been uploaded.
3. ⚖️ Use Legal and Case-Specific Language
Caisey is trained on workers’ compensation and lien defense terminology.
Use terms like:
- PR-2
- Lien Summary
- Deposition Notice
- Injured Party
- QME Panel
Using commonly used Work Comp terms help guide Caisey's understanding and improve response accuracy.
4. 1️⃣ Ask One Thing at a Time
If you need multiple pieces of information, break your questions into separate prompts.
Example:
“What is the date of the next hearing?”
“Has a PQME report been uploaded?”
5. ✅ Review Before Relying
Caisey is a powerful assistant, but it’s not a substitute for legal judgment.
Always verify its responses—especially when making decisions or submitting filings.
Here are some sample questions you can start with:
- What are the injuries on the case?
- Is the injured party still employed?
- Is there a QME panel?
- What body parts are on the application?
- Is the claim accepted or denied?
- Any other case-specific question you can come up with! Caisey will instantly read the documents and give you a relevant response.
Using the Caisey Conversation Window
Once you begin interacting with Caisey, you’ll see the conversation window, which includes:
- Suggested Questions: Click to quickly get answers to common case queries.
- Search Bar: Enter your own questions at any time.
- Conversation Window: View previous questions and answers. Click any question to revisit or re-ask it.
- Chat History: View and re-ask your questions to Caisey.
Copying and Sharing Caisey’s Answers
To share an answer:
- Hover over the response and click “Copy answer”.
- Paste it into your document, email, or notes.
⚠️ Important: Always proofread Caisey’s responses before sharing. Each copied answer includes a disclaimer:
This response was generated by Caisey, an AI-powered legal assistant. This response may contain errors—please review before sharing within or outside your organization.
Providing Feedback
At the bottom of the Caisey conversation window, click “Send Caisey feedback” to rate the response and share your thoughts. Your feedback helps improve Caisey’s accuracy and usefulness over time.
Caisey is designed to help legal professionals work smarter—not harder. If you have questions about enabling Caisey or optimizing its use, contact your firm administrator.
Our Commitment to Privacy
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