What are Skills?
Skills are special instructions for Casey that are triggered when certain conditions you define are met during your AI chat conversation. They help you create repeatable, customized AI workflows for your cases or firm.
You can create Skills for tasks such as drafting case memos, demand letters, extracting facts from documents, or following your firm's preferred research and drafting processes.
Skills can be kept private, shared with collaborators on a specific case, or shared firm-wide.
Creating a Skill
You can create a Skill yourself or ask Casey to create one for you.
We recommend asking Casey to draft the Skills first. Because Casey knows the tools and features available to it, it can create a more useful first draft that takes advantage of those capabilities.
For example, you could ask:
Casey will generate the Skill's instructions, which you can then review and customize.
Editing Skills
Skills work similarly to Drafts. Once a Skill is saved, you can:
Edit the instructions manually.
Ask Casey to modify an existing Skill.
Ask Casey to make minor changes or remove sections.
Review proposed changes before applying them.
Update the Skill's name and instructions.
Define the conditions under which the Skill should be used.
You don't need to open the Skill editor every time you want to make a small change. You can simply ask Casey to make the update for you.
When Skills Are Used
Each Skill includes instructions that tell Casey when it should be used.
This allows you to create specialized instructions for particular situations rather than providing the same instructions in every conversation.
For example, you might create a Skill that tells Casey how to handle a case memo whenever you ask it to draft one, or a document-review Skill that applies when reviewing newly uploaded sources.
Skills can also work together. For example, Casey can use your custom case-memo Skill alongside Casefleet's built-in Document Drafting Skill when drafting a memo.
Sharing Skills
You control who can access your Skills. A Skill can be:
Private — only you can access it.
Case-wide — shared with collaborators on a specific case.
Firm-wide — shared across your firm.
When sharing a Skill, you can control whether other users can view or edit it.
Guest permissions
Guests can view and use shared Skills but cannot edit them. Users must be part of the relevant case and have appropriate permissions to edit a case-wide Skill.
Casefleet Skills
Casefleet also provides built-in Skills, such as Document Drafting.
These Skills provide Casey with standardized instructions for tasks such as:
Legal document drafting
Citation markers
Verbatim quotes
Document formatting and drafting conventions
Casefleet-provided Skills can be viewed but cannot be edited.
Managing Skills
From the Skills tab, you can:
View your Skills.
Create new Skills.
Edit Skills you have permission to manage.
Change sharing permissions.
Preview Skills and their instructions.
Tips for Creating Effective Skills
Start by asking Casey to create the Skill. This is the recommended approach because Casey understands the tools and capabilities available to it and can incorporate them into the Skill.
Then:
Review the generated instructions.
Adjust anything that doesn't match your workflow.
Define when the Skill should be used.
Save the Skill.
Ask Casey to make future tweaks as needed.
Skills make it easier to give Casey consistent instructions for the tasks you perform regularly. Create a Skill once, refine it as needed, and share it with your case team or firm so everyone can work with the same AI instructions and workflows.