The DearBill copilot demo

The left side is CaseWorks — a deliberately plain case-management system. The right side is the DearBill copilot, and it carries the whole story: the counselor runs the intake one question at a time in the copilot and watches each answer land on the case record; the copilot stages the secure-link text and the member's static code; Margaret finishes on her own phone — connecting her Medicare account (Blue Button) or photographing her card for a scan — with an "I'd rather talk to Alex" escape hatch on every screen. Review and dispatch happen on the same simple profile. Nothing on any screen ever lies.

Press d on any page for the presenter strip (scenario picker, reset, skip-to-scene, relay status). Margaret's code is always 246810.

Margaret's story — the six beats

SCENE 1
8:55am — the boring system
A plain CaseWorks cases table. The only new thing on screen is the DearBill rail on the right.
SCENE 2
"What do you want to do?"
Open Margaret — the copilot greets with action chips. Start the guided intake: one question at a time, each answer flashing onto the profile.
SCENE 3
Program fit + the secure link
A bulleted program-fit card, then the exact SMS preview and Margaret's static code, all in the copilot thread.
SCENE 4
Margaret's phone
Code 246810, one thing per screen, the fix, Blue Button OR card scan, "I'd rather talk to Alex", two signatures.
SCENE 5
Review & approve — on the profile
The $6,200 → $5,800 diff, both forms, the only Approve — then the dispatch card: the send receipt + the mail packet.
SCENE 6
Parallel members — the dock
Visit Rosa and Albert; chips collect bottom-right with attention dots. Peek without losing Margaret.

Meet the caseload

Margaret is the live story above. Around her, fourteen seeded members carry the real situations of this work — tap any card to land on that member's page, with their copilot already scoped to them. Ordered by demo value: start with the first row.