Casenote
Citizens Advice · 2025–now
Advisers used to write up every client call by hand. Casenote records the call, transcribes it and drafts the casenote for them, scored against quality rubrics before anyone reads it. It's built by a small team: I work closely with our lead and own the backend and the AI pipeline.
AdviserHi, can I take your name and date of birth?
ClientSure, it's redacted name, redacted dob.
AdviserThanks redacted name, what can I help with?
ClientI'm £1,240 behind on energy since my hours got cut. My number's redacted phone.
- Issue:
- Client is £1,240 behind on energy bills after their work hours were cut. The supplier wants the full amount now.
- Advice:
- Did a benefits check and a budget. Explained how to ask for an affordable repayment plan and apply to the supplier's hardship fund.
- Next steps:
- Client to call the supplier with the budget. Follow-up booked for 12 Nov.
Under the hood it's an async FastAPI backend running a LangChain pipeline.
- (a)capture2 channels
- (b)transcribeElevenLabs
- (c)redactAWS VPC
- LangChain
- (d)draftLLM
- (e)scorerubrics
- (f)refineLLM
- (g)QAown VPC
- (h)adviserWebSockets
- FastAPI
Async API with Pydantic and SQLModel. Progress streams to the browser over WebSockets; tested with pytest and load-tested with Locust.
- LangChain
Separate models draft, score and refine each casenote against quality rubrics before the final QA check.
- Automation
Advisers check a scored draft instead of writing every casenote from scratch.