🪛How to Use e-mail Insights

Unlinked - Not linked to a case. Link these e-mails to ensure nothing important is left out of the file.

Linked - Already linked to cases. Fully integrated into the case record and timeline.

Internal / Confidential - Not cleared by Caisey’s Confidentiality Filter. Excluded from AI Processing to protect sensitive or internal communications.

From Casefriend - Generated by Casefriend. Clearly separated from outside correspondence.

Viewing your e-mail

Each row includes:

• Sender and Subject
• Caisey Summary (if applicable)
• Date and time received
• Case status (linked or unlinked)

🤖 When Caisey Summaries Appear

A Caisey Summary is generated when an e-mail includes:

• Case activity
• Deadlines
• Requests
• Legal developments

If no meaningful activity is detected, you will see:
“No summary needed for this e-mail”

🛡️e-mails from Casefriend or Internally Confidential will not be summarized by Caisey. Learn about the Caisey Confidentiality Layer here.

🔗 Linking e-mails to a Case

Sometimes its obvious which Case an e-mail belongs to. When it's unabiguous, Caisey will recommend a Case Match. 

1. Review the suggested Case Match
2. Click Accept Match

Once accepted the e-mail becomes part of the case record.

You can still click the Link to a Case button to manually select the Case 

🤖 Available in Caisey Answers

When Caisey finds a Case Match or an e-mail is linked to a Case, the e-mail and Summary are made available to Caisey Answers.  

Click Remove to remove the e-mail from Caisey Answers, or Click Add to Caisey Answers to add an e-mail to a Case.

📊 Viewing e-mails by Case

Now you can review your Inbox with your e-mails grouped by the Case. So that your can more easily surface important Case information 

Switch from:

Inbox → Grouped by Case

This allows you to:

• See all e-mails tied to a case
• Understand activity based on Case context
• Reduce inbox fragmentation

❓FAQs

❓: Why doesn’t Casefriend just auto-file all e-mails?
🟰: Because legal judgment matters. Automatically filing everything increases risk, not efficiency. e-mail Insights surfaces what matters and keeps you in control.

❓ Why didn’t Caisey Summarize or use my e-mail attachments?
🟰 Caisey can only summarize and use documents that are stored in a Case in Casefriend. If the document is not linked to a Case, it is outside of Caisey’s scope.

❓ Do e-mail attachments get summarized automatically?
🟰 Yes. When an e-mail is linked to a Case, any attachments are automatically summarized and become available for Caisey Answers.

❓ Can Caisey access documents in my inbox or computer?
🟰 No. Caisey does not access documents outside of Casefriend. Only documents stored in a Case can be summarized or used in answers.

❓ Do I need to link every e-mail to a Case?
🟰 No. Only link the e-mails that matter. Caisey uses linked e-mails and their attachments to provide better, case-specific answers.

❓ Is Caisey scanning all my e-mails automatically?
🟰 No. E-mails must pass the confidentiality layer and be associated with a Case (automatically or manually) before they are available to Caisey.

❓ Can I remove an e-mail or document from Caisey Answers?
🟰 Yes. You can remove any e-mail from Caisey Answers, and it will no longer be used in responses.

❓: What should I do first when I open e-mail Insights?
🟰: Start in Insights or Unlinked. These views surface the e-mails most likely to require action. Your goal is to quickly confirm what belongs in a case and what does not.

❓: What does “Unlinked” mean?
🟰: The e-mail has not yet been associated with a case. Review it and either accept a suggested Case Match or link it manually.

❓: What does “Insights” mean?
🟰: These e-mails were cleared by the Confidentiality Filter and identified as highly relevant. They are fully available for Caisey analysis and typically require attention.

❓: Why isn’t an e-mail summarized?
🟰: You will see “No summary needed” if the e-mail does not contain meaningful case activity, such as deadlines, requests, or legal developments.

❓: Why are some e-mails not processed by Caisey?
🟰: e-mails marked Internal / Confidential or generated by Casefriend are intentionally excluded from AI processing to protect sensitive communications.

❓: Can I override the Confidentiality Filter?
🟰: Yes. You can manually include an e-mail in Insights if you determine it should be analyzed. This makes the e-mail available to Caisey for Case Match, Action Items and inclusion in Caisey Answers. 

❓: Can I override a suggested case match?
🟰: Yes. Case Match suggestions are recommendations, not actions. You must confirm before anything is linked.

❓: What happens when I link an e-mail to a case?
🟰: The e-mail becomes part of the case record and is available in the case timeline and for Caisey Answers (if included).

❓: What is Caisey Answers doing with my e-mails?
🟰: Caisey Answers is using your e-mails and Summaries to power more accurate Answers about your Cases. Only e-mails that pass the Confidentiality Filter or are manually added are used in Caisey Answers. You can remove any e-mail at any time.

❓: Can I remove an e-mail from a case or from Caisey Answers?
🟰: Yes. You can remove it at any time. Inclusion is never permanent.

❓: What if Caisey suggests the wrong case?
🟰: Simply decline the match and manually select the correct case. Caisey recommendations are assistive, not authoritative.

❓: Do I still need to use Outlook or Gmail?
🟰: Yes. e-mail Insights does not replace your inbox. It provides a case-centered way to review and manage the e-mails that matter.

❓: What is the difference between “Inbox” and “Grouped by Case”?
🟰: 
• Inbox: Chronological view of all e-mails 
• Grouped by Case: Organizes e-mails by case so you can review activity in context

❓: Will every e-mail be added to a case automatically?
🟰: No. Casefriend intentionally avoids “file everything” behavior. You decide what becomes part of the case record.

Our Commitment to Privacy

Casefriend is committed to your privacy and protecting the integrity of the attorney client relationship.

Read our AI Promise here: Our AI Promise - Casefriend

Read our Privacy Police here: Privacy Policy - Casefriend