Vo and AI settings

Turn AI drafts on or off for your firm

AI drafts are optional. Everything in Casevoya works without them.

1. 1

   Open Vo and AI

   In the sidebar, under Practice, choose Vo and AI. Owners only.

2. 2

   Choose what’s on

   Under For this firm, the main switch turns Vo on or off for the whole firm. Document classification, Missing-field detection, Matter summaries for staff and Administrative reply drafts can each be turned on or off.

3. 3

   Exclude sensitive categories

   Under By document category, turn off Vo may read for a category. For example, Medical records or Criminal history can be excluded entirely.

4. 4

   Client choice

   Clients can say no to AI help on their records. Their consultant sees that choice.

What AI drafts never do

Some things are only ever done by a person. This list is fixed and can’t be changed by settings.

1. 1

   Never signs or submits

   AI can’t sign documents or submit anything to a government.

2. 2

   Never moves money

   It can’t issue refunds or change bank details.

3. 3

   Never decides

   It doesn’t infer an official decision or tell a client their chances.

4. 4

   Never overrides records

   It can’t silently change a verified fact. Instructions hidden in uploaded files are ignored.

Screen by screen

Each frame comes from the walkthrough, with the part being explained outlined. Select a frame to play from that moment.

1. 
   02Header chips0:09

   At the top, two chips show the current state: Vo off and Drafts only.

2. 
   03Tabs0:14

   The Settings tab is open now; Run log, Citations library, Human approval and Draft audit sit beside it.

3. 
   04Test mode0:21

   A banner shows that the fictional demo firm is in test mode, with 1 of 4 go-live steps done. See what's left lists the rest.

4. 
   05Three levels0:29

   The intro sums it up: you can turn Vo off for the firm, for one capability or for a sensitive kind of document. With Vo off, every workflow still works by hand.

5. 
   06Firm switch0:40

   Under For this firm, the main switch controls Vo for Northgate Demo Immigration. Its note reads Drafts only: people accept, edit or reject everything.

6. 
   07Capabilities0:51

   Below, each capability has its own switch: Document classification, OCR normalisation, Missing-field detection, and Inconsistency flags, not fraud findings.

7. 
   08Document types1:02

   On the right, By document category sets whether Vo may read Identity documents, Financial documents or Criminal history.

8. 
   09Medical records1:09

   Even when Vo reads them, medical records are always reviewed by people.

9. 
   10Recap1:13

   In short: check the header chips, pick a tab, note test mode, set the firm switch, and choose capabilities and document types. Next: Vo drafts.