Built for UK legal operations

Witness statements,
without the chaos.

Casey combines secure witness intake, AI-assisted drafting, and governed collaboration in one platform.

Live intake conversation

ASSISTANT:

Thanks. To help your solicitor, please describe the incident in date order, starting with where you were immediately before it happened.

USER:

I entered the site at around 08:10. The barrier dropped as I passed and struck my left shoulder.

ASSISTANT:

Understood. Do you have any photos, treatment records, or witness names we should attach as supporting evidence?

Progress: Ready for evidence confirmation

Link: Expires in 23h 59m

Workflow

How Casey works

Launch secure intake

Teams create a statement from a case template and send a time-limited witness magic link. Privacy notice acknowledgement is captured before interview starts.

One-time link with controlled lifetime

Capture complete narrative

AI-guided chat asks follow-up questions, tracks phase completeness, and prompts evidence upload when needed so the timeline and facts are stronger before formal drafting.

Metadata-aware progression logic

Formalize, review, and follow-up

Casey formalizes responses into structured sections, includes confirmed exhibits, renders DOCX preview, and supports team review before final witness submission.

Statement preview and controlled submit

Feature highlights

From first interview to final draft, faster.

AI-guided interview, not generic chat

Interview turns are shaped by configured phases and required metadata, with progression only when factual completeness is achieved.

This keeps witness narratives coherent and reduces downstream legal rework from missing anchors.

Reminder and follow-up automation

Built-in reminder cadence, follow-up requests, and reminder event history help teams keep statements moving without manual chasing.

Internal collaboration with mentions

Case and statement notes support mentions, pinning, editing, deletion, and in-app notification routing for team coordination.

Governed by design: audit trails and DSAR export

Audit trails span core case and statement activity, and DSAR export supports data access requests when needed.

Security controls use role-based permissions and scoped document access to keep case material governed end to end.

Intake process

From first account to final statement

Structured witness capture that adapts as the interview evolves

Intake starts with privacy notice acknowledgement and then moves through guided phases. Casey requests supporting documents in context, tracks readiness for statement preparation, and locks down the flow when submission is complete.

Pre-start privacy notice acknowledgement

Role-safe token access with intake-state checks

Suggested evidence uploads from conversation context

Statement formalization that merges transcript + exhibits

Preview-before-submit for witness validation

Follow-up request channel when legal team needs clarification

Operational follow-through

Reminder rules (cadence, limits, event logs) and targeted follow-up emails help keep outstanding witness tasks moving to completion.

Recent event: follow_up_request • sent • witness notified

Templating system

AI-assisted template generation with controlled publishing.

Generate with AI, then edit in simple/JSON/DOCX views

Template teams can prompt AI to generate a starting config, iterate in structured editors, and validate output before rollout.

AI generation supports partial updates while preserving draft state.

Designed for firm governance and repeatable quality

Casey supports shared and firm-specific templates, forking, duplicate/archive/publish status workflows, docx template staging, and snapshot-backed consistency between configured fields and rendered documents.

Template status workflow: draft, published, archived

Role-gated editing and publish controls

DOCX validation for unknown and unused placeholders

Case-template linking with firm defaults/favourites

Early access

See how it fits your intake workflow before rollout.

Join the waiting list to get product updates, onboarding previews, and access when the next cohort opens.

Product updates for legal teams

Preview access to new workflow tools

Onboarding for firms ready to pilot

Secure magic-link intake with notice consent

AI-guided interviews and statement formalization