Who this is forEveryone at your firm who signs in to AI CaseQuery: people who ask questions, Leads who fine-tune the answers, and administrators who decide whether Casey is offered.
What you needOnly your own sign-in, in any role. Casey must have been switched on by an administrator (it starts off), and your firm’s AI provider must be set up. Changing how Casey is offered needs the Administrator role (section 8).
1. Who Casey is
Casey is the assistant built into AI CaseQuery. The panel calls it “Your context-aware CaseQuery assistant”. Casey helps you use the product: what a screen is for, what a warning means, how to word a definition, why an answer may have come out the way it did.
Casey is not a way to ask about your data. To find out how many records are open, ask in Chat as usual. Casey cannot see your database and cannot run a query.
Casey explains. It never changes anything. Every decision — settling a definition, saving a rule, marking an answer right or wrong — is still made by a person, on the screen built for it.
2. Opening Casey
There are two ways to reach Casey. They only appear once an administrator has switched Casey on for your firm.
The Casey panel, from any screen
Press Ask Casey near the bottom of the left-hand menu, or press Ctrl+K. Press either again, or the close button (×) at the top of the panel, to close it. Esc also closes it.
The panel opens beside the screen you are on, without covering it, so you can read the screen and Casey’s answer together.
Type in the box at the bottom and press Enter or Ask. Shift+Enter starts a new line.
Before you have asked anything, the panel shows Try one of these with up to six starter questions. Press one to ask it.
The Ask Casey tick box, on the chat screen
Tick Ask Casey beside the question box on Chat. The send button changes to Ask, the welcome heading reads Ask how to use AI CaseQuery, and the starter questions change to Casey’s own.
Casey’s replies appear in the chat, marked Casey. They are never shown as a query result, and they are not saved to Chat history.
Untick it to go back to asking about your data.
Ask Casey and All databases cannot both be ticked. Your personal answer choices beside the send button are hidden while Ask Casey is ticked, because Casey does not run a query.
Buttons that open Casey for you
Several dialogs have their own Casey button, worded as the question you are likely to have. Pressing one opens the panel and asks for you. In the cloud, what goes to the AI provider is put together by the CaseQuery service itself, from a fixed list, rather than taken from the screen:
Where
Button
What Casey is sent
This question cannot be sent
Why was this stopped?
Only the kind of information that was recognised. Not your question, and not the value in it.
Correct this measurement (from Not right? under an answer)
Assist me with this
The assumption you are correcting and the question you asked — and only if CaseQuery itself gave you that assumption. Not what you have typed in the correction box.
Check this answer (Fine-tuning)
How do I judge this?
The question, and the names of the unsettled definitions it rests on. Not the answer — those are rows from your database, and they are never sent to Casey.
Write the definition
Help me word this
What you have typed so far. Not what raised the definition, and not the screen’s own wording about it.
Fine-tuning › Definitions to settle, on an item still open
Guide me through this
The item and the answers on offer, in the product’s own wording, and the table it is about. Nothing your preparation scan measured about it.
The Worth checking guided steps
I still do not follow — explain it to me
Your question, and the readings it has had: table and column names and how often each was used (see section 6).
A line starting “Sent with this:” is shown at the top of the conversation when a button asks for you. It describes the most a button can send; in the cloud the table above is what actually goes, and it is never more than that line says.
One conversation in the panel
The panel keeps one conversation while the page is open, whichever screen you open it from. A question you asked while looking at a warning on Chat is still there when you open the panel on Fine-tuning. Closing the panel keeps the conversation. Press Clear to empty it when you move on to something unrelated. There is no confirmation, and nothing else is affected.
The conversation is held only in your browser tab: it goes when you close or reload the tab, or sign out. It is not kept by the CaseQuery service, and nobody at your firm or at CaseQuery can read it back later (see section 4). Questions asked with the tick box on the chat screen appear in the chat itself, not in the panel.
Casey reads each question on its own
The conversation stays on screen for you, but Casey is not sent your earlier questions or its earlier answers. Put everything Casey needs into each question. “What does that mean?” on its own will not work; “What does ‘Asked twice — and read two different ways’ mean?” will.
3. What Casey knows
The product guide and the user guides
Casey always has a built-in description of how AI CaseQuery works — what preparing a database does, the difference between a term, a rule, a column note and a view, what each Worth checking message means, the kinds of definitions a firm settles, and what is and is not sent to the AI provider — together with the user guides under User guides in the left-hand menu.
What you send with a question
Casey sees what you type, and what a Casey button sends for you (section 2). A question typed in the panel also tells the service which screen and tab you are on, so that Casey is given the product’s own description of that screen. Nothing else from the screen is sent: not a table name, not the rule you are editing, not an answer.
What your firm has written down — if your administrator allows it
When Let Casey read what your firm has written down is on, Casey is also sent, for the database you are working in:
your firm’s terms (on Business Rules › Terms), including the other names people use for them;
your business rules;
your settled definitions, and the ones deliberately set aside or withdrawn;
your column notes — except notes on hidden columns.
This is what lets Casey answer “why didn’t my term apply?” rather than only “how does the Terms tab work?”.
The Reading line
Under the panel heading, a line starting “Reading:” says what Casey can draw on right now. It names the screen you are on and says either that Casey is reading your firm’s terms, rules, settled definitions and column notes, or that it has not been allowed to. If one of the user guides could not be read, the line names it. It changes when an administrator changes the setting.
4. What Casey never sees and never does
What Casey never sees
Query results. No row of your firm’s data is ever sent to the AI provider — not for a data question, and not for Casey. When you ask Casey how to judge an answer, it is told the question, never the numbers.
Your records. Casey is not sent your rows or results, and it cannot reach your database: only your firm’s connector can. It can be sent table and column names: inside what your firm has written down (when that is allowed), and inside the details a Casey button sends about a warning or a tuning item.
What your preparation scan measured. In the cloud, no counts or values from the scan are sent to Casey, even from Guide me through this. Casey is told that whatever your data showed is on your screen, not in front of it.
Notes on hidden columns. A column your administrator has hidden in Schema rules is never described to Casey, even when Casey is allowed to read your column notes. The list of hidden columns is not sent either.
A question that was stopped. If This question cannot be sent appears, Why was this stopped? sends only the kind of information recognised. Do not paste the value into Casey.
Column notes can name the values a column holds — for example Active, On Hold, Closed — because that is what makes a coded column answerable. That is a column’s vocabulary, written by your firm, not anybody’s record.
Anything you type into Casey is sent to your firm’s AI provider, like any other question. Do not paste records, names or identifiers into it.
Your firm’s safeguards check Casey’s questions too
When question checking is on in Settings › Safeguards, everything Casey would be sent that you wrote — your question, and the draft, question or assumption a Casey button carries — is checked first, as a data question is. If it holds something your firm keeps from the AI provider, nothing is sent: you see which kind of information was recognised, and are asked to put the question without it. The refusal is recorded in your firm’s audit journal by kind only, never with what you typed.
What Casey never does
Never records or applies anything. Casey explains and helps you think a wording through; you decide, and you type and record the decision yourself on the screen built for it. In the cloud Casey does not put text into any box for you.
Never changes a setting, a rule or a definition.
Never runs a query, and does not write SQL. For a query, untick Ask Casey and ask your question normally.
Does not decide what your firm means. Asked which reading of a word is right, Casey explains the choices and leaves the choice to you — unless something your firm has already written down settles it, in which case it names that.
Does not give legal or professional advice. “How do I write a rule defining an open record?” is a Casey question. “What does the law say counts as open?” is not.
Does not draft correspondence, notices, filings or anything sent outside your firm — not even as a draft for you to review.
Does not answer questions unrelated to AI CaseQuery, or questions about how the product is built.
What is kept, and where
Your questions to Casey are not kept by the CaseQuery service. There is no log of what people ask Casey in the cloud, because a question can carry something pasted by mistake.
Your firm’s audit journal records that a call was made to the AI provider for Casey, by whom and when, with nothing of the question or the answer. It also records an administrator’s changes to Casey’s settings.
The conversation itself lives only in your browser tab (section 2).
5. Good questions to ask
Casey works best on a specific question about something in front of you. Name the message, the button or the screen, in its own words.
If you ask questions about your data
Does any of our data get sent to the AI?
I got a “Worth checking” message saying my totals may be counting the same record twice. Is the answer wrong?
It returned no rows but I know there are records. What happened?
What does “This answer depends on a definition nobody has settled” mean for the number I was given?
My question was stopped because it contained an account number. How should I ask it instead?
Why was the first question slow and the rest fast?
When should I press Not right? rather than just asking again?
If you are a Lead
What is the difference between a Term and a Rule?
Who in my firm should be settling these definitions?
What does this definition item actually change if we answer it one way or the other? (use Guide me through this on the item)
Here is my draft: “A record is open until it has a close date.” What would it do with a record that was reopened? (use Help me word this)
When should I send something to the DBA instead of settling it myself?
How do I check whether this baseline answer is right? (use How do I judge this?)
Why did my term “active inventory” not apply when someone asked about active records? (needs Casey to be allowed to read what your firm has written down)
If you are an administrator
What does preparing a database actually do, and do I have to?
Can I stop it from ever seeing a particular column?
One of my columns holds codes nobody understands. How do I explain it?
Do any of our business rules contradict each other about the same table? (needs the second switch on)
What does the Worth checking message about several readings mean, and who should deal with it?
Ask Casey where things live, then check
Casey knows the product well, but is told to say when it is not sure. If an answer names a screen or a button you cannot find, say so in your next question, or ask your firm’s administrator.
6. Casey and Worth checking
An answer can carry an amber Worth checking panel — for example “Asked twice — and read two different ways”, when the same question has been answered using more than one reading. Where there is something to do about it, the panel has a Help me sort this out… button.
That button opens a short guided dialog in four steps:
What happened — the readings your question has had, or how often each was used.
What it means — what the message means and what usually settles it. If you still do not follow, press I still do not follow — explain it to me. Casey opens beside the dialog and is sent your question and its readings, taken by the service from your firm’s own record of that question: which tables and columns each reading used, and how many times. No values from your database.
Your call — say whether you can state what your firm means, or pass it on to whoever settles these.
Write it down — write the definition, if you chose to (this needs the Lead or Administrator role).
For this kind of question Casey explains what the readings differ on in business language, says whether the answer on screen is necessarily wrong (usually it is not), and ends with a short lettered list — A, B, and “neither of these” — for you to choose from. It will not choose for you.
Closing the Casey panel returns you to the step you were on. Casey records nothing: when you have decided, record it in the dialog, or on Fine-tuning › Definitions to settle.
7. Limits
Limit
What it means for you
Question length
Up to 2,000 characters. A longer question is refused with “That question is too long for the assistant.”
Answer length
Casey is told to be brief; most answers are a few sentences. Answers from a Casey button can be a little longer.
Speed
The first question of a sitting can take about a minute; later ones take seconds. Pressing again while Casey is working shows “Casey is still working on the last question.” If nothing comes back within three minutes the request is stopped and the panel says so.
Your firm’s AI provider account
Casey uses the same AI provider and key as everything else — your firm’s own, set by an administrator on Settings › AI provider — so each question is charged to your firm’s account. Without one, Casey says so and sends nothing.
Pace and daily limits
Questions to Casey count towards the same limits as data questions: how many one person may ask in a few minutes, how many your firm’s questions may be answered at once, and your firm’s daily allowance of AI questions. When one is reached, Casey says so; wait, or try again the next day.
Help content that cannot be used
If Casey’s product guide does not pass its own checks, Casey is switched off rather than risk describing a screen wrongly: the Ask Casey button in the left-hand menu disappears and the Ask Casey tick box is greyed out. Hold the pointer over it to see why.
No conversation to come back to
The panel conversation lasts only while the browser tab is open, and Casey cannot save a draft for you — copy anything you want to keep.
8. For administrators
Casey is set up in Settings › Assistant, on the Ask Casey card. Settings needs the Administrator role. The Setup checklist includes a step to decide about Casey, which brings you here; leaving Casey off is a valid decision, and you can confirm the step either way.
These choices are your firm’s
The two switches and Casey’s starter questions are saved once for the whole firm, and apply to everyone who signs in to it. Saving asks you to confirm who you are again if you last did so more than 15 minutes ago, and each change is recorded in your firm’s audit journal.
Offer Casey on the chat screen
Off until an administrator turns it on. This is the switch for Casey as a whole: when it is on, the Ask Casey tick box appears beside the question box, and the Ask Casey button in the left-hand menu, Ctrl+K and the Casey buttons in dialogs all work. When it is off, all of them disappear and nothing is sent. The line under the switch says which state it is in.
Let Casey read what your firm has written down
Off until an administrator turns it on. This is a separate permission: Casey is also sent your terms, business rules, settled definitions and column notes (section 3). Still no rows from your database. Notes on hidden columns are never sent.
The line under this switch says what would be sent, counted — for example how many terms, rules, settled definitions and column notes — and how many notes on hidden columns will not be sent.
If nothing has been written down yet, it says so. You can switch it on now; it takes effect as your firm adds rules and definitions.
It can only be on while Offer Casey on the chat screen is on. Turning Casey off turns this permission off too, so turning Casey back on later does not quietly restore it — tick it again if you want it.
Casey reads what has been written for the database being worked in. If there is a great deal, Casey is sent the first part (up to 30 terms, 40 rules, 40 definitions and 120 column notes) and the rest is left out.
With it off, Casey still works, from the product guide and the user guides alone.
Casey’s starter questions
Under Starter questions for the assistant, enter one question per line. They are shown as chips on the chat screen when Ask Casey is ticked, and the first six appear under Try one of these in the panel. Up to 24 are kept, each up to 200 characters; duplicates are dropped. An empty list is allowed.
This list is separate from the Starter questions card above it, which holds the data questions shown on the chat screen. Word Casey’s questions as questions about using the product, in your own firm’s vocabulary.
Restore the supplied set on the Ask Casey card puts back the supplied Casey questions. It changes only the question list, not either switch.
Saving
Set the two switches and edit the question list.
Press Save on the Ask Casey card, and confirm who you are if asked. The two switches and the question list are saved together.
Check the lines under the switches. If Casey is on but cannot be used, the reason is shown there.
Everyone’s screens follow the change when they next refresh their status, and the Reading line in the Casey panel updates to match.
9. When Casey is wrong or unsure
Casey is an AI, and it can be wrong. It is told to say “I am not sure” rather than guess, but treat its answers as advice, not as the product’s record.
It names a screen or button you cannot find. Trust the screen. The guides use the exact on-screen names. When Casey tells you where to record a decision about what a word means, that is Fine-tuning › Definitions to settle.
It says it cannot see your rules or notes. Check the Reading line. If it says Casey has not been allowed, an administrator can switch that on (section 8). If a note is on a hidden column, Casey will never see it.
It seems to have forgotten what you just discussed. It has: each question is read on its own. Repeat the detail in your question.
It suggests what your firm “probably” means. Only your firm can say. Decide, then record it yourself; nothing Casey says is applied to any answer.
It gives a confident answer about your data. Casey cannot see your data. Ask the question in Chat instead.
It describes something that is not on your screen. Trust the screen, and tell your firm’s administrator, who can pass it on to NetDirector.
No Ask Casey in the left-hand menu, no tick box, and Ctrl+K does nothing
Offer Casey on the chat screen is off for your firm (it starts off), or Casey’s help content cannot be used
Ask an administrator to check Settings › Assistant.
The Ask Casey tick box is there but greyed out
Casey is switched on but its help content cannot be used
Hold the pointer over it to read the reason. Tell your firm’s administrator.
“Casey needs an … API key before it can answer”, or a message that your firm has not set up its AI provider
No AI provider is set up for your firm
An administrator sets one on Settings › AI provider. Nothing was sent.
“Your firm’s safeguards keep this from the AI provider (…). Ask without it.”
Your question, or what a Casey button carried, held something your firm keeps from the AI provider
Ask again without the value. Nothing was sent.
“Casey is still working on the last question.”
The first question of a sitting can take about a minute
Wait for the answer, then ask again.
“Casey did not answer within three minutes, so the request was stopped.”
The provider did not reply in time
Try again. If it keeps happening, ask an administrator to check Settings › AI provider.
“That question is too long for the assistant.”
Over 2,000 characters
Shorten it. Name the message or button rather than pasting whole screens.
“The assistant has not been switched on for your firm.”
Casey was switched off after you opened the page
Reload the page. Ask an administrator if you need Casey.
“That is a lot of questions in a short time.” or “Your firm has reached today’s limit for AI questions.”
A pace or daily limit was reached (section 7)
Wait a few minutes, or try again tomorrow.
Casey says it cannot see your firm’s terms or rules
The second switch is off, or no database is connected
Check the Reading line; an administrator can turn on Let Casey read what your firm has written down.
The panel conversation has gone
The browser tab was closed or reloaded, you signed out, or Clear was pressed
Ask again. The panel keeps the conversation only while the tab is open.
A Casey answer about your data or your numbers
Casey cannot see either
Disregard it. Ask the question in Chat with Ask Casey unticked.
Glossary
AI provider account
Your firm’s own account with the AI company AI CaseQuery uses (OpenAI, Anthropic, AWS Bedrock or Microsoft Foundry), set by an administrator. Questions to Casey, like data questions, are charged to it.
Audit journal
Your firm’s tamper-evident record of sign-ins, changes and AI calls, readable by its administrators. A call to Casey is recorded there without the question.
Business rule
A standing instruction that applies to every question, whatever it asks. For example: always exclude records closed in error.
Casey
The assistant built into AI CaseQuery. It explains how to use the product; it cannot see your data and changes nothing.
Column note
A note explaining one column — what its codes mean, or which of several dates matters. It can name the values a column holds.
Connector
The part of AI CaseQuery that reaches your firm’s database. Casey never uses it.
Daily allowance
The number of AI questions your firm may ask in a day. Questions to Casey count towards it.
Hidden column
A column an administrator has marked in Schema rules as never to be seen. It is never sent to the AI, and notes on it are never shown to Casey.
Preparation scan
The one-time read of your database, done through your firm’s connector, that describes coded columns and finds the definitions your firm needs to settle. Nothing it measured is sent to Casey.
Product guide
Casey’s built-in description of how AI CaseQuery works.
Query result
The rows your database returns for a question. They go from your firm’s connector to the browser of the person who asked, are not kept by the service, and are never sent to the AI provider.
Reading
One way of interpreting a question — which records it counts. The same question can have more than one reading until a definition settles it.
Settled definition
A decision, recorded by a Lead or administrator, about what a word or question means at your firm. It applies to every later question that rests on it.
Term
What a phrase means at your firm, with the other names people use for it. Kept on Business Rules › Terms.
Tuning item
One of the definitions listed on Fine-tuning › Definitions to settle.
Worth checking
The amber panel under an answer that says something about it deserves a second look. The answer is still shown.