Attorney approval in Caisey is intentionally restricted.
Only licensed attorneys may approve or remove approval from a Caisey Summary or Caisey Answer.

This is by design. Approval is a professional act, not a “reviewed” checkbox or a passive signal. When an attorney approves AI‑generated content (Caisey Answers and Summaries), they are applying their legal judgment and taking responsibility for that work product.

To support this responsibility, Casefriend uses a proprietary attorney‑verification process to validate which users at your firm are eligible to approve AI-generated work.

Verification is performed at the individual attorney level and is required before approval permissions are enabled. Only verified attorneys can approve or remove approval from Caisey Answers and Summaries.

Firm administrators have full visibility into attorney verification status.
Within User Details, admins can clearly see whether an attorney has been verified and is eligible to approve Caisey Answers and Summaries. This makes approval authority transparent and easy to manage at the firm level.

Verified Attorney user:

Unverified Attorney user:

Request attorney verification

If an attorney at your firm needs to be verified, the attorney can request verification through Casefriend Support.

The attorney should send an emial to: ai@casefriend.
Subject: Attorney Verify
Body: include only your bar number and issuing state 

Verification is reviewed by Casefriend before approval permissions are enabled. Once verified, the attorney can immediately approve or remove approval from Caisey Answers and Summaries.

This process ensures that approval authority is intentional, controlled, and auditable, and that Caisey Provenance reflects attorney‑reviewed work your firm can rely on with confidence.

❓Caisey Provenance – Frequently Asked Questions (FAQ)

❓What is Caisey Provenance?

🟰Caisey Provenance is Casefriend’s system for recording and displaying attorney‑approved AI work. It creates a clear, auditable record showing when a licensed attorney has reviewed and approved a Caisey Summary or Answer, who approved it, when it was approved, and which source document(s) it is based on.

❓Why does Caisey Provenance exist?

🟰Professional responsibility rules require that AI‑generated content be reviewed and verified before it is relied upon. Caisey Provenance exists to make that review real, consistent, visible, and defensible, rather than informal or implied.

❓What problem does Caisey Provenance solve for firms?

🟰Before Provenance, firms often relied on disclaimers, warnings, or informal review habits. Caisey Provenance replaces those with a clear approval action, a visible approval indicator, and a permanent verification record, allowing firms to use AI confidently without sacrificing accountability.

❓What happens when an attorney approves a Caisey Summary or Answer?

When an attorney approves AI‑generated work, they are confirming that:

• They have reviewed the AI‑generated content
• They have reviewed the underlying source document(s)
• The information is accurate and appropriate for use

🟰Once approved, the item receives an Attorney Approved badge, the approving attorney is recorded, the approval date is preserved, and the verification record becomes part of Caisey Provenance.

❓Can an approval be removed or changed?

🟰Yes. An approval can be removed or re‑applied at any time by a verified attorney. This allows flexibility while preserving accountability and an accurate record of the approval status.

❓Who is allowed to approve Caisey Answers and Summaries?

🟰Only licensed attorneys who have been verified by Casefriend are allowed to approve or remove approval from Caisey Answers and Summaries. Other users can view approval status but cannot take approval actions.

❓How does Casefriend verify attorneys?

🟰Casefriend uses a proprietary attorney‑verification process to confirm which users at a firm are eligible to approve AI‑generated work. Verification is performed at the individual attorney level and is required before approval permissions are enabled.

❓Can firm administrators see which attorneys are verified?

🟰Yes. Firm administrators can clearly see whether an attorney is verified and eligible to approve Caisey Answers and Summaries within the User Details area. This gives firms direct visibility into who holds approval authority.

❓How does an attorney get verified?

🟰If an attorney needs to be verified, the attorney can request verification by sending an email to ai@casefriend.com with the subject: attorney verify and the body: bar number + issuing state. Verification is reviewed by Casefriend, and once approved, the attorney can immediately approve or remove approval from Caisey Answers and Summaries.

❓What is the Caisey Provenance page?

🟰The Caisey Provenance page is a firm‑wide view of trusted AI work. It shows only items that have been explicitly approved by an attorney, including approved Caisey Summaries and Answers, their source documents or questions, the approving attorney, and the approval date.

❓Who can see items on the Caisey Provenance page?

🟰All users at the firm can view approved items on the Caisey Provenance page. Only attorney‑approved work appears there.

❓How does Provenance help attorneys and staff day to day?

🟰Caisey Provenance helps firms avoid re‑reviewing the same AI output repeatedly, allows attorneys to quickly see what has already been validated, and lets staff know which information can be relied upon with confidence.

❓How is Caisey Provenance used in practice?

🟰Firms use Provenance to reuse approved summaries across teams, rely on approved answers during case strategy discussions, onboard new attorneys more efficiently, and demonstrate responsible AI governance.

❓Is Caisey Provenance a claim that AI is always correct?

🟰No. Caisey Provenance does not claim that AI is infallible. It exists to ensure that AI output is reviewed and adopted by a licensed attorney before it is relied upon.

❓Does Caisey Provenance replace attorney judgment?

🟰No. Caisey Provenance is not a replacement for attorney judgment. It is a system that records when attorney judgment has been applied.

❓Is approval automatic or implied?

🟰No. Approval is always explicit and intentional. AI‑generated content is not considered approved unless an attorney takes a deliberate approval action.

❓Why does Caisey Provenance matter for firms?

🟰With Caisey Provenance, AI work is no longer “just AI,” review is no longer informal or invisible, and accountability is no longer assumed, it is recorded. This allows firms to capture AI’s speed without compromising responsibility.

❓How does Casefriend handle privacy and confidentiality?

🟰Casefriend is committed to protecting client privacy and the integrity of the attorney‑client relationship. For more information, firms can review Casefriend’s AI Promise and Privacy Policy.