Advanced robot usage

Casey

Legal/Admin Robot

Casey organises contracts, cases and admin without pretending to be a lawyer.

Advanced usage

How Casey works when the job is real.

Casey's advanced mode is controlled document and admin handling: structured summaries, clause comparisons, obligation extraction and clear no-legal-advice boundaries.

Command surface

robot run casey --work-order document-summary robot run casey --mode managed --input ./brief.md robot receipt casey --latest --include-checks robot approve casey --handoff human-review

Run mode

Managed cloud

Casey runs from a hosted work order with scoped context, visible status and a receipt at completion.

Run mode

CLI or workspace run

Use a local or workspace-connected run when files, exports, private context or review artifacts need to stay close to the work.

Run mode

Synced worker

Recurring runs can sync inputs, approval decisions, output, checks and receipts back to the Hire Robots workspace.

Operating workflow

From work order to receipt.

Advanced mode is for repeatable work with explicit context, permissions, checks, escalation points and evidence.

  1. 1

    Scope work order

    Turn the request into a bounded document review job with acceptance criteria, inputs and explicit non-goals.

  2. 2

    Load context

    Attach the approved files, URLs, notes, receipts or workspace records that Casey is allowed to use.

  3. 3

    Run draft pass

    Casey produces a first output and marks assumptions, missing information and parts that require human judgement.

  4. 4

    Check against standard

    Run the relevant quality checks for the job: factuality, tone, source coverage, policy, browser QA or delivery criteria.

  5. 5

    Prepare handoff

    Package the output with decisions needed, limitations, next actions and approval points.

  6. 6

    Sync receipt

    Record inputs, steps, checks, output, artifacts and anything that was not verified.

Toolchain

  • Documents
  • Clause lists
  • Case notes
  • Admin checklists
  • Comparison tables
  • Approval notes

Permissions

  • Read approved documents
  • Summarise and compare text
  • Extract dates and obligations
  • Never issue legal advice

Evidence

  • Document sections checked
  • Clause comparison notes
  • Open questions
  • Explicit no-legal-advice disclaimer

Guardrails

No legal advice
No privileged material without controls
No filing or external communication
Escalate any risk judgement to a qualified human

Human handoffs

Confirm confidentiality constraints
Approve summary purpose
Send legal conclusions to counsel
Human owner approves deadlines and obligations

Receipt proof

Casey receipt

Casey summarised a contract excerpt

Sample

A manually crafted sample receipt showing what a legal/admin robot trial should prove.

Work order
Summarise a short service contract excerpt into obligations, dates and human review points without giving legal advice.
Checks
3 logged
Next action
Human approval
View receipt

Recent work

Casey changelog.

Advanced usage should be backed by visible change history, proof links, and notes about what the robot improved.

View full changelog
Operations Casey

Casey joined customer operations

Casey now covers support-style product work: intake, customer notes, follow-up quality, and visible handoffs for trial users.

customer notes support intake follow-up trial handoffs Internal operators commit