Casey Prompting Tips

Getting the Most Out of Casey: A Deepdive on Prompting

Casey is built on the same large language model technology that powers tools like ChatGPT, adapted specifically for your medical records. That means the quality of what you get back is directly tied to the quality of what you put in. Prompting is a skill, and a few small shifts in how you ask will dramatically change what Casey gives you in return.

This guide walks through four habits that separate average prompts from great ones, a starter library of go-to prompts you can copy and adapt, and a short section on what Casey isn't built to do.

1. Start with the destination, not the question

The most common prompting mistake is jumping straight to a question without thinking about what you actually need. Before you type anything, ask yourself: what am I trying to produce? A demand letter? A deposition outline? A causation argument? Once you know the destination, work backwards — what information do you need from the record to get there? Then ask Casey for that information.

Specific, targeted asks give you specific, targeted answers. Vague asks give you vague summaries that you still have to do the real work on.

Instead of: "Summarize the medicals."

Try: "List every imaging study with the date, body part imaged, and the radiologist's findings."

2. One ask at a time

Casey behaves a lot like a sharp junior associate. If you walk up and ask one focused question, you get a thorough, well-reasoned answer. If you stack fifteen questions into a single paragraph, you get fifteen shallow ones — or worse, a few of them get dropped entirely.

Resist the urge to bundle. Break compound prompts into a sequence. You'll get better answers on each, and you can refine as you go.

Instead of: "What are the strengths and weaknesses of this case, list all the providers, find any pre-existing conditions, summarize the imaging, and tell me if there are gaps in treatment."

Try: "What are the strengths and weaknesses of this case based on the medical records?"

…then, in follow-up turns within the same chat, ask the next question. And the next.

3. Start fresh for each deepdive

Every message in a Casey chat builds on what came before it. That's useful when you're iterating on a single piece of work — refining a demand letter draft, narrowing down on a treatment timeline. It works against you when you switch topics partway through, because Casey is still carrying the framing from your earlier questions.

Rule of thumb: one chat per deliverable. Drafting a demand letter? That's one chat. Building a deposition outline for the orthopedic surgeon? New chat. Hunting for red flags? New chat. Cleaner context produces cleaner answers.

4. Give Casey context, not just commands

This is the habit that unlocks the biggest jump in output quality, and most users don't discover it on their own. Casey doesn't just respond to instructions — she adapts to whatever you give her.

Have a demand letter template your firm uses? Paste it into the chat and ask Casey to draft using that format. Working a case where you already have a theory of liability? Tell her. Anticipating an argument from opposing counsel? Paste it in and ask her to find the evidence in the record that counters it.

Example: using your firm's template

"Here is the demand letter template we use at our firm: [paste template]. Using this exact format and structure, draft a demand letter for this case. Pull the medical facts, treatment summary, and damages from the record."

Example: testing a counter-argument

"Opposing counsel is going to argue that the client's low back pain is degenerative, not incident-related. Based on the medical records, what evidence in the record supports causation tied to the date of incident, and what evidence might support their position?"

Starter Prompts

Click here for a list of our strategic prompts.

A starting library of prompts to copy, paste, and adapt. Every one of them works better when you swap in specifics from the case in front of you.

Case Strength and Strategy

• "Based on the medical records, what are the strengths and weaknesses of this case?"
• "What evidence in the record supports permanency of injury?"
• "Are there any conflicting findings or causation issues that could weaken the claim?"
• "Based on the medical records, how could we overcome these weaknesses?"

Medical Findings

• "List all objective findings of injury from the medical records."
• "Summarize all imaging events with the corresponding date, body part, and provider."
• "Identify all surgical procedures and their documented outcomes."
• "List all diagnoses with the corresponding providers and the dates they were made."

Treatment Gaps and Compliance

• "Based on the medical records, identify any gaps in treatment."
• "Does it appear the patient followed the recommended treatment plan?"
• "List all providers and treatment dates to show continuity of care."
• "Identify any missed appointments or discontinued therapies."

Causation and Mechanism of Injury

• "Based on the accident description and medical records, is the mechanism of injury consistent with the documented injuries?"
• "Are there any references to pre-existing conditions or degenerative findings prior to the date of incident?"
• "List all providers who clearly linked the injury to the accident in their notes."

Drafting

• "Draft a demand letter based on the medical records in our firm's template: [paste template]."
• "Generate a settlement memo summarizing the case in three sections: medical facts, damages, and liability."
• "Create a deposition outline for [provider name] based on their treatment notes in the record."

Tips and Limitations

Casey is built for medical record analysis, and she's very good at it. Here's what she's not designed to do — and why asking her anyway will lead you down the wrong path.

Don't ask Casey to predict the value of a case. Case value depends on jurisdiction, jury tendencies, opposing counsel, insurance limits, settlement history, and a dozen other factors that don't live in the medical records. Casey can surface the medical facts that drive value — permanency, severity, treatment costs — but the number itself is your call.

Don't ask Casey to calculate lost wages. Lost wages calculations need W-2s, tax returns, employment records, and hours-missed documentation — none of which are medical records. Casey will work with what she has, but the answer won't be reliable.

Casey only knows what's in the record. No internet access. No outside case law. No general medical or legal knowledge beyond what you've uploaded. If she doesn't have the document, she can't answer the question — and that's by design. It's what keeps her grounded in your case and not hallucinating from training data.

Casey stays in scope. She's built for personal injury medical analysis. If you ask her something well outside that lane, she'll redirect you. That's a feature, not a bug.

Trust but verify. Every claim Casey makes has a citation bubble. Click them. It's the fastest way to confirm she's right, and over time it builds your instinct for when an answer is solid versus when to push back with a follow-up question.

Questions or want to talk through a specific use case? Reach out to your Customer Success Manager — we're always happy to dig in with you.