Meet Casey
Operations Agent
Data Analyst
Engagement Architect
Manager Copilot
Executive Assistant
Casey is an AI teammate for every role in your firm.
Operations Agent
Actually takes action inside theCaseWork™. Casey is not just a chatbot that explains what happened; she can execute approved changes in the system.
In this video, Casey turns roughly 2–3 hours of manual project-operations work into an 11-minute workflow.
Data Analyst
Analyzes cases individually or across the firm to surface time leakage, scope drift, bottlenecks, workload issues, revenue risk, and profitability patterns.
In this video, Casey analyses operational data across client work to identify where time leakage is occurring, surface the patterns driving it, explain what needs attention, and recommend what the team should do next.
Manually reviewing the underlying cases, tasks, milestones, and time data, then interpreting the results and developing recommendations, could reasonably take an operations leader or manager 30–60 minutes or more, depending on the number of engagements and complexity of the data.
Casey completed the analysis in approximately 3 minutes.
Instead of spending time assembling reports and interpreting dashboards, leaders can simply ask Casey the question and move from data to insight to action.
Engagement Architect
Turns discovery conversations into structured work: draft SOWs, deliverables, milestones, evidence requests, remediation tasks, owners, and timelines.
In this video, Casey turns a discovery call into a draft SOW and structured, delivery-ready engagement in about 5 minutes, work that could take 1–2 hours manually.
Manager Copilot
Tells leaders what needs attention, recommends next steps, builds action plans, and helps assign follow-up work.
In this video, Casey acts as your AI Manager Copilot, helping prioritize which engagements need attention, rank the most important risks, diagnose why work is falling behind, build a weekly action plan, and assess team workload and capacity.
Instead of manually reviewing multiple cases, tasks, milestones, and deadlines, Casey turns scattered delivery data into a focused management brief and clear next steps for the team.
Executive Assistant
Helps every team member execute work faster: creates cases, updates tasks, logs time, drafts notes, moves deadlines, creates invoices, and handles system administration through plain English.
In this video, Casey acts as your AI Executive Assistant, helping manage the administrative work around a client engagement. She identifies overdue priorities, reschedules a milestone and its dependent tasks, logs 9 billable hours across six tasks, marks the work complete, and summarizes the day’s accomplishments.
Completing those updates manually across tasks, schedules, time entries, and case records could reasonably take 30–45 minutes. Casey completed the workflow in under 3 minutes, saving an estimated 27–42 minutes of administrative time in this internal test.