Caseworker copilot
Help caseworkers find the relevant history and policy passages in a long case file. Explore a brief with sources that a responsible staff member can check.
What caseworker copilot could help with
A useful brief preserves dates, attribution and unresolved questions. Test conflicting notes, restricted records and important omissions before using it to support casework.
- Who reviews it: Program managers
- What to measure: Throughput, consistency, case quality
- Example test: RAG summarizer that produces case briefs with citations and no autonomous decisions.
The information a useful test needs
Choose a small, representative set of inputs for caseworker copilot. Check whether the information below is available, accurate and appropriate to use before connecting a model to a working system.
How to evaluate caseworker copilot
Follow the information through each step. For caseworker copilot, the reviewer needs to see the source, understand the suggestion and know when to keep using the current process.
Gather
Pull the right context from systems, documents, or event streams.
Ground
Bind the model to approved sources, rules, and workflow constraints.
Draft
Generate a recommendation, summary, or next-step proposal.
Approve
Require a human decision where risk, policy, or customer impact is material.
Monitor
Track quality, drift, escalation rate, and downstream KPI movement.
A focused first test
RAG summarizer that produces case briefs with citations and no autonomous decisions.
Before anyone relies on it
Decide who can view the source information and who reviews caseworker copilot results. Test how the team corrects a wrong result and returns to its current process when information is missing.
What to compare
Compare throughput, consistency, case quality with the current process. Review missed cases, incorrect suggestions and the time people spend checking the output before deciding whether the approach helps.
Keep exploring the questions that matter
Questions about caseworker copilot?
Bring an appropriately de-identified case example to discuss the facts and policy references a useful brief should preserve.