Casey works with you
on every matter — from
intake to invoice.
Casey is Unomia's AI coworker. Trained on your firm's own sources, Casey analyzes case files, drafts communications, monitors deadlines, and supports your team at every step — with the right level of human oversight at the right moment.
Casey · AI Coworker
Casey supports every step in your case file
Not just intake — Casey is present at every process step, with the right level of autonomy and human oversight.
Multichannel intake
Casey receives requests via website, email, or WhatsApp, asks intake questions tailored to the practice area, and automatically creates a case file with summary.
Case analysis & summarization
Casey reads and analyzes documents, emails, and notes in the case file. Automatic summaries ensure attorneys immediately grasp the key facts.
Draft communications
Casey drafts emails, letters, and legal documents based on case information. The attorney approves and sends — never the other way around.
Deadline monitoring & alerts
Casey monitors deadlines and proactively sends alerts for approaching due dates, missing documents, or required follow-up steps.
Practice area specific
Casey knows the workflow of each practice area: Family Law, Estate Law, Labor Law, and more. Every suggestion is tailored to the nature of the matter.
Invoice support
Casey checks time records for completeness, flags missing time entries, and helps the billing step run smoothly.
How Casey works safely and responsibly
Casey doesn't get one level of autonomy. Casey gets exactly as much autonomy per action as the risk of that action allows.
Human-in-the-loop for high-impact decisions
Casey may read, analyze, summarize, and make proposals. For actions with legal, financial, or external consequences, human approval is required.
Examples
Least privilege: Casey only accesses what it needs
Not one AI agent with unlimited access to the entire database. Casey operates within the user's permissions and the context of the specific matter.
Core rules
Everything Casey does must be traceable
Every AI action is a complete audit trail in Unomia. Not just the chat — actions, approvals, and referenced documents are all recorded.
Example audit log
Casey must know its limits — and stop
The most dangerous agent isn't one that gives a wrong answer — it's one that keeps acting independently after a mistake. Casey has hard stop conditions built in.
Casey escalates when
Separation between thinking, proposing, and executing
Unomia's architecture makes this distinction visible. Casey can largely execute the first three steps autonomously. Approval is always human once the impact is significant enough.
Grounded in the firm's own sources — with lawyers retaining final authority.
— Avis Zarzoukis · response to #Casey4LawFirms LinkedIn series
Discover what Casey can do for your firm
We give a tailored demo — but only after we understand your organization and challenges.
Schedule a conversation