Public sector · Playbook 17

I've worked in this sector

Citizen casework and correspondence

Every letter and email read, sorted and routed on the day it arrives, with a sourced draft reply waiting for an official to edit and sign. People decide what the department says and what happens to each case.

  • Retrieval (RAG)
  • Document AI
  • Agents with tools
  • Human in the loop
  • ATRS
  • AI Playbook for the UK Government
  • GDS Service Standard
  • Public Sector Equality Duty
  • UK GDPR
  • Welsh language duties

At a glance

The problem
Letters and emails arrive in every form, get read and logged by hand, and drafts are written from scratch against a 20 working day target
Typical volume
Around 10,000 items a month: MP and peer letters, public correspondence and individual casework
Who's involved
The correspondence unit, policy teams, private offices, casework teams, information governance, digital and security
Pilot
8–10 weeks on one or two correspondence types, after a 3–4 week discovery
Platforms
AWS, Azure, or a sovereign or on-prem stack

An illustrative scenario. The numbers are typical examples, not a client case study. The cloud services and UK rules were checked on 9 November 2026.

The business problem

A department's postbag is mixed. MPs write on behalf of constituents about a specific case. Members of the public write about policy, often as part of an organised campaign with hundreds of near-identical letters. Some letters are really something else: a Freedom of Information request, a subject access request or a formal complaint, each with its own legal clock. A few contain signs that the writer is at risk. All of it arrives by email, web form and scanned post, and someone has to read each item, log it, work out who should answer, and find the right policy line.

Departments aim to answer MP and peer correspondence within 20 working days, and many set tighter targets of their own. The Cabinet Office publishes every department's performance each year. Across government in 2025, 71% of around 182,000 items from MPs and peers were answered within 20 working days. Much of the time goes before anyone writes a word: logging, chasing the right team, and searching shared drives for the latest agreed line and a good past reply.

The reply matters more than its speed. It goes out in the name of a minister or a senior official, so it must reflect current policy, stay politically impartial, treat the person's own case accurately, and be clear to someone who may be distressed or have a disability. A fast reply with an out-of-date line, or one that gets a constituent's case wrong, does more harm than a late one.

What AI changes

  • Every item is read when it arrives, including scanned handwritten letters, and classified by type, topic, urgency and the team that owns it.
  • Hidden statutory requests are spotted on day one: anything that looks like an FOI or EIR request, a subject access request or a formal complaint goes to the right team with its legal deadline already set.
  • Campaign letters are grouped, so one approved reply covers them, and the officer checks each letter for anything personal before it is sent.
  • For each item, officers get a draft reply built only from the approved, current lines to take and past signed replies, with every source cited.
  • Letters showing signs of risk to the writer or others go straight to a trained person, the same day, and are never drafted automatically.
  • People stay in control: officials edit and approve every reply, ministers and senior officials sign as they do now, and every step is logged.

How success is measured

Agree these, and measure the baseline, before anything is built. Example targets are typical, not promises.

Replies within target

The share of MP and peer correspondence answered within 20 working days, or the department's own tighter target.

ExampleUp from the published baseline

Time to the right team

How long an item waits before the owning team has it, including misrouted items sent back.

ExampleFrom days to same day

Hidden requests caught

FOI, EIR, subject access requests and complaints found in general correspondence and passed on within a day, checked by audit.

ExampleEvery one in the audit sample

Draft edit rate

How much officers change the drafts. Very high means it isn't helping; near zero can mean drafts are being approved unread.

ExampleStable, and reviewed weekly

Follow-up letters

Letters chasing a reply, or saying the reply didn't answer the question. A good measure of quality.

ExampleFalling, measured against last year

Fair service for everyone

Timeliness and follow-up rates by correspondence type and language, including Welsh, and where data allows by group.

ExampleNo group worse off

UK regulation and controls

Cross-sector rules are on the UK regulation map.

  • GDSAlgorithmic Transparency Recording Standard (ATRS)

    ATRS records are mandatory for central government departments and for arm's-length bodies that provide public or frontline services or routinely deal with the public. A tool is in scope if it has a significant influence on a decision-making process with public effect, or interacts directly with the public, once it reaches pilot or production. A system that routes casework and drafts replies is likely to be in scope, so plan to publish a record before the pilot ends. For councils the standard is voluntary, but publishing one is a good way to show how the tool is used.

  • GDSAI Playbook for the UK Government (February 2025)

    The playbook's ten principles shape the design. Principle 4, meaningful human control at the right stages, means an official approves every reply. Principle 6, the right tool for the job, means checking first what the government's own shared AI tools for civil servants already do before building. Principle 8 means commercial colleagues are involved from the start. In May 2026 the government said new AI guidance would go to the AI Knowledge Hub rather than into further playbook updates, so check both.

  • GDSService Standard and Technology Code of Practice

    Where the tool forms part of a public-facing service, the Service Standard applies, including understanding users and their needs and making the service accessible. Technology spend goes through spend controls and is assessed against the Technology Code of Practice: use open standards, make things secure, and avoid lock-in. A cloud-neutral design with a sovereign option helps here.

  • EHRCPublic Sector Equality Duty (Equality Act 2010, s149)

    The department must have due regard to eliminating discrimination and advancing equality of opportunity. That means an equality impact assessment before the pilot, checking that drafts are as accurate for letters written in plain or non-standard English as for formal ones, offering replies in accessible formats, and monitoring timeliness and quality by group.

  • Cabinet OfficeGovernment Security Classifications

    Most correspondence is OFFICIAL, and some is marked OFFICIAL-SENSITIVE, such as letters about named individuals' cases. OFFICIAL information can be processed in UK public cloud regions with the right controls. Sensitive handling caveats travel with the item, and the AI never lowers a marking. Anything above OFFICIAL stays out of this system.

  • ICOUK GDPR and the Data Protection Act 2018

    Casework often includes special category data, such as health, ethnicity or religion, and criminal offence data. That means a DPIA before the pilot, a clear lawful basis under public task, processing in UK regions, a retention period that matches the department's records policy, and a contract that stops providers training models on the data. The AI drafts; it never takes a decision about the person's case, so automated decision rules are not triggered, and the design keeps it that way. Since 30 September 2026 the regulator has been the Information Commission.

  • Welsh Language CommissionerWelsh language schemes and standards

    UK departments serving the public in Wales work to Welsh language schemes, and Welsh public bodies to Welsh Language Standards. Either way, a letter written in Welsh is answered in Welsh and no more slowly. The classifier detects Welsh, the item keeps its normal deadline, and a Welsh-speaking officer or the translation team checks every Welsh reply.

The solution

Showing AWSAzuresovereign / on-prem services. Switch with the toggle; every diagram and table on this page follows it.

Citizen casework and correspondence: reference architecture
  1. 01Channels

    • MP and peer letters
    • Public email and web forms
    • Scanned post
  2. 02Intake

    • Amazon SESLogic Apps email connectorYour existing mail serverInbound email
    • API GatewayAPI ManagementKong, or your existing API gatewayAPI for web forms and scanning
    • Amazon S3Blob StorageCeph, or IONOS S3 Object StorageFile store
  3. 03Intelligence

    • Amazon TextractContent Understanding (Document Intelligence)Docling plus an open-weight vision modelRead scanned letters
    • Bedrock Knowledge BasesFoundry IQ (Azure AI Search)OpenSearch, or PostgreSQL with pgvectorLines to take and past replies
    • Agent
      Bedrock AgentCoreFoundry Agent ServiceLangGraph on Kubernetes, with open-weight models via vLLMTriage agent
    • Agent
      Bedrock AgentCoreFoundry Agent ServiceLangGraph on Kubernetes, with open-weight models via vLLMDrafting assistant
  4. 04Orchestration

    • Step FunctionsLogic Apps / Durable FunctionsTemporalCasework workflow and deadline clock
    • EventBridge + SQSEvent Grid + Service BusApache Kafka or RabbitMQEvents and queues
  5. 05Systems of record

    • Correspondence case system
    • Records management
    • Line-of-business case systems
  6. 06People

    • Person
      Correspondence officer: edits and approves
    • Person
      Policy team: owns the lines to take
    • Person
      Minister or senior official signs
    • Person
      Safeguarding lead
  • Cloud or platform service (AWSAzuresovereign / on-prem)
  • AI agent
  • A person decides
  • Your existing systems
  • Outside your organisation

Components, side by side

Citizen casework and correspondence: components on AWS, Azure and a sovereign or on-prem stack
LayerAWSAzureSovereign / on-prem
Intake: email, forms, scanned postKeep the existing post-scanning route. The AI starts from the scanned image, not a new process.Amazon SES, API Gateway, S3Logic Apps connectors, API Management, Blob StorageYour mail server, Kong, Ceph or IONOS S3 Object Storage
Reading lettersTest on real handwritten letters, enclosures and photocopies, not typed samples.Amazon TextractAzure Content Understanding (includes Document Intelligence)Open-source parsing (e.g. Docling) plus an open-weight vision model
Classification and draftingBoth clouds offer a choice of models, including Claude. Test Welsh-language drafting separately.Amazon BedrockMicrosoft FoundryOpen-weight models served with vLLM on your own GPUs, or IONOS AI Model Hub
Lines to take and past replies (retrieval)Only approved, dated lines and signed replies. Each line has an owner and an expiry date, and withdrawn lines are removed the same day.Bedrock Knowledge BasesFoundry IQ, built on Azure AI SearchOpenSearch, or PostgreSQL with pgvector
Agent runtimeThe original Bedrock Agents closed to new customers on 30 July 2026; new builds use AgentCore.Amazon Bedrock AgentCoreFoundry Agent ServiceAn open-source agent framework (e.g. LangGraph) on Kubernetes
Workflow and deadline clockWorking days and bank holidays for England and Wales, Scotland and Northern Ireland, from one shared calendar.AWS Step FunctionsLogic Apps or Durable FunctionsTemporal, or n8n
Middleware and eventsAmazon EventBridge, SQSEvent Grid, Service BusApache Kafka or RabbitMQ
Link to the correspondence case systemReuse the integration layer you have. Line-of-business case systems are read only, through the same layer.API Gateway, plus your existing integration platformAPI Management, plus your existing integration platformKong or your existing API gateway
Human reviewOfficers approve where they already work. The private office sign-off route doesn't change.In the officers' existing correspondence case systemIn the officers' existing correspondence case systemIn the officers' existing correspondence case system
GuardrailsBlocks drafts that state policy not found in an approved line, or make commitments about an individual's case.Bedrock GuardrailsFoundry guardrails (Azure AI Content Safety)Open-source guardrails (e.g. NeMo Guardrails, Llama Guard)
Identity, keys, data protectionOfficers see only the cases their team can see today. The agents inherit no wider access.IAM Identity Center, KMS, MacieEntra ID, Key Vault, PurviewKeycloak or your existing Active Directory; OpenBao or HashiCorp Vault; an HSM
Monitoring and auditLog every classification, every source used, every draft, every edit and every approval. These logs are records too.CloudWatch, CloudTrailAzure Monitor, Log AnalyticsPrometheus, Grafana, OpenTelemetry
UK data residencyIONOS AI Model Hub runs in German data centres: EU, not UK, residency. Check your department's policy before using any non-UK option.eu-west-2 (London)UK South / UK WestYour own UK data centre, or a UK or EU provider

On a phone, the table shows the platform you pick. Sovereign / on-prem means open, portable components you can run in your own data centre or with a UK or European provider; IONOS is shown as one example, and others exist. What sovereign cloud means →

Hybrid and on-prem

Many organisations keep core systems and sensitive data on their own servers. This is how the same design works across both.

Stays on-prem

The correspondence case system, the records store and the line-of-business case systems stay where they are. Some departments and councils still run these in their own or shared government data centres, and nothing in this design needs them to move.

Uses cloud AI

Reading scanned letters, classification, the lines-to-take index and drafting can run in a UK cloud region for OFFICIAL data, or on your own GPUs with open-weight models if policy keeps the casework on your estate.

How they connect

A private link (AWS Direct Connect or Azure ExpressRoute) and the API layer. Only the letter and the case fields needed for a draft are sent, and drafts come back as events onto your queue.

If the link drops

Post and email keep arriving and are logged in the case system as they are today. Officers triage and draft by hand, the deadline clock keeps running in the case system, and the backlog is classified when the link returns.

The agents

What each agent may do through its tools, what it may not, and where a person signs off. The limits are enforced by the platform, not the prompt.

Triage agent

May do

  • Read the letter, email or scanned image and its enclosures
  • Classify it by type, topic, urgency and owning team
  • Flag possible FOI, EIR, subject access requests and complaints, and set the statutory deadline
  • Group near-identical campaign letters
  • Look up the correspondent's open cases, read only
  • Create and route a task in the correspondence case system

May not do

  • Reply to, or contact, the correspondent
  • Close, merge or delete a case
  • Decide that an item is not an FOI, EIR or subject access request
  • Lower a security marking or a priority set by a person

Where a person signs offA correspondence officer checks every routing the agent isn't confident about, and every item flagged as a statutory request or a safeguarding concern. The agent's permissions are enforced by the platform's identity and policy controls, not by instructions in a prompt.

Drafting assistant

May do

  • Retrieve the approved, current lines to take and past signed replies
  • Read the facts of the individual case from the case system, read only
  • Draft a reply in plain English, in Welsh if the letter was in Welsh, citing every source
  • Highlight where no approved line covers the question

May not do

  • Send, sign or approve a reply
  • State policy that isn't in an approved line
  • Promise or decide anything about an individual's case
  • Draft a reply to a letter flagged as a safeguarding concern
  • Change any record in a line-of-business system

Where a person signs offAn official edits and approves every draft, and the minister or senior official signs as they do today. Where no approved line exists, the question goes to the policy team; the assistant never fills the gap.

Middleware and integration

The correspondence case system stays the record. The AI writes classifications and drafts into it through the API layer, never directly into its database, and officers see them in the screens they already use.

Line-of-business case systems, such as benefits, licensing or grants systems, are read only, through the same API layer and with the officer's own permissions. The assistant can describe where a case stands. It never changes it.

Events decouple the AI from the case system. Each new item becomes a message on a queue with a unique ID, so nothing is lost or logged twice if a system is slow. The deadline clock lives in the case system, not in the AI, so pausing the AI never pauses a deadline.

The AI can be switched off without stopping the unit. If it's paused, items flow to officers exactly as they did before.

Process and people

  • Every line to take has a named policy owner, a date and an expiry. Lines are withdrawn the day policy changes, and drafts using them are re-checked.
  • A same-day safeguarding route for letters that suggest risk to the writer or others, owned by a trained lead, with no automatic drafting.
  • A weekly quality review of a sample of drafts and signed replies, including Welsh replies and campaign responses.
  • Clear rules for pre-election periods: drafts follow the relevant pre-election guidance, and the policy team confirms which lines can still be used.
  • Override rules, so officers know when to reroute or rewrite, and their reasons are captured to improve the classifier.
  • The ATRS record, DPIA and equality impact assessment kept up to date with every significant change, with a named owner.
  • Officers trained before go-live, including what the AI can't see: phone calls, meetings and anything not in the case system.

Delivery plan

  1. 3–4 weeks

    Discovery

    Map today's correspondence flow, measure the baseline from published and internal data, inventory the lines to take and their owners, and agree what the case system's API allows.

  2. Gate · must be true to passBaseline agreed, line owners named, DPIA and equality impact assessment started, security classification agreed, information governance involved.

  3. 8–10 weeks

    Pilot

    One or two correspondence types, such as MP letters on one policy area, in shadow mode: the AI classifies and drafts, officers work as normal, and the two are compared.

  4. Gate · must be true to passRouting accuracy and edit rate within agreed limits, every hidden statutory request caught in the audit sample, ATRS record drafted, SRO sign-off.

  5. 4–6 weeks

    Production

    Routing and drafts go live for the pilot types, with monitoring, support, the safeguarding route and a rollback plan.

  6. Gate · must be true to passMonitoring, support model, rollback plan, ATRS record published and officer training in place.

  7. Ongoing

    Scale

    Add policy areas and correspondence types one at a time, then reuse the pattern for complaints and FOI.

  8. Gate · must be true to passEach new type passes the same pilot gate, with its lines to take owned and current.

Roles and RACI

Who is responsible, accountable, consulted and informed, by activity
ActivitySenior responsible ownerProduct ownerSolutions architectI can fill thisTechnical PMI can fill thisEngineersI can fill thisPolicy leadsIG & DPOSecurityI can fill this
Business case and benefitsAccountableResponsibleConsultedConsultedInformedConsultedInformedInformed
Target architecture and integrationInformedConsultedAccountable and ResponsibleConsultedConsultedInformedConsultedConsulted
Lines to take: content and ownershipAccountableConsultedInformedInformedInformedResponsibleInformedInformed
DPIA, equality impact assessment and ATRS recordAccountableResponsibleConsultedInformedInformedConsultedResponsibleConsulted
Build and integrationInformedConsultedAccountableResponsibleResponsibleInformedInformedConsulted
Accuracy testing on real correspondenceInformedAccountableResponsibleConsultedResponsibleConsultedConsultedInformed
Go-live decisionAccountableResponsibleConsultedResponsibleInformedConsultedConsultedConsulted
Run, monitor and improveInformedAccountableConsultedConsultedResponsibleConsultedConsultedConsulted

Business case and benefits

Senior responsible owner
A · Accountable
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
C · Consulted
Engineers
I · Informed
Policy leads
C · Consulted
IG & DPO
I · Informed
Security
I · Informed

Target architecture and integration

Senior responsible owner
I · Informed
Product owner
C · Consulted
Solutions architect
A/R · Accountable and Responsible
Technical PM
C · Consulted
Engineers
C · Consulted
Policy leads
I · Informed
IG & DPO
C · Consulted
Security
C · Consulted

Lines to take: content and ownership

Senior responsible owner
A · Accountable
Product owner
C · Consulted
Solutions architect
I · Informed
Technical PM
I · Informed
Engineers
I · Informed
Policy leads
R · Responsible
IG & DPO
I · Informed
Security
I · Informed

DPIA, equality impact assessment and ATRS record

Senior responsible owner
A · Accountable
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
I · Informed
Engineers
I · Informed
Policy leads
C · Consulted
IG & DPO
R · Responsible
Security
C · Consulted

Build and integration

Senior responsible owner
I · Informed
Product owner
C · Consulted
Solutions architect
A · Accountable
Technical PM
R · Responsible
Engineers
R · Responsible
Policy leads
I · Informed
IG & DPO
I · Informed
Security
C · Consulted

Accuracy testing on real correspondence

Senior responsible owner
I · Informed
Product owner
A · Accountable
Solutions architect
R · Responsible
Technical PM
C · Consulted
Engineers
R · Responsible
Policy leads
C · Consulted
IG & DPO
C · Consulted
Security
I · Informed

Go-live decision

Senior responsible owner
A · Accountable
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
R · Responsible
Engineers
I · Informed
Policy leads
C · Consulted
IG & DPO
C · Consulted
Security
C · Consulted

Run, monitor and improve

Senior responsible owner
I · Informed
Product owner
A · Accountable
Solutions architect
C · Consulted
Technical PM
C · Consulted
Engineers
R · Responsible
Policy leads
C · Consulted
IG & DPO
C · Consulted
Security
C · Consulted

R ResponsibleA AccountableC ConsultedI Informed· not involved

Where I'd fit

Option A

Lead the architecture

If there's no architect on the programme, I'd own the design end to end: the target architecture, the integration with your correspondence case system, the controls that keep drafts to approved lines, and the gates, with the ATRS record and DPIA built in from discovery. I'd report to your SRO and programme board.

Option B

Support your architect

If your digital team or delivery partner already has an architect, I'd take on the retrieval, the agents and the case-system integration under their lead, and give them a second senior opinion on security, data protection and service assessment readiness.

Where this goes wrong

  1. Goes wrong

    A draft quotes a policy line that was withdrawn last month.

    How the design avoids it

    Only approved, dated lines in the index, each with an owner and an expiry, withdrawn the day policy changes.

  2. Goes wrong

    An FOI request or subject access request buried in a long letter misses its legal deadline.

    How the design avoids it

    The triage agent flags possible statutory requests, an officer confirms, and the deadline is set from the day the letter arrived.

  3. Goes wrong

    Officers approve drafts unread, and a reply gets a constituent's case wrong.

    How the design avoids it

    Drafts that show their sources, an edit-rate measure, and a weekly sample review against the case facts.

  4. Goes wrong

    The drafts read well for formal letters but miss the point of short, angry or non-standard ones.

    How the design avoids it

    Test on the real postbag, including those letters, and report quality by correspondence type as part of the equality impact assessment.

  5. Goes wrong

    The tool goes live without an ATRS record or a service assessment, and has to be paused.

    How the design avoids it

    Plan the record, DPIA and assessment evidence from discovery, not the week before go-live.

On the horizon

Changes already announced or under way that affect this design. More in the UK horizon scan.

  1. From July 2026
    GDS has started reworking the Service Standard from a one-off assessment into a living standard for end-to-end services, including operational and non-digital parts. It is at an early stage.

    Collect service evidence continuously, such as timeliness, edit rates and user research, so the service is ready whichever form assessment takes.

  2. 2026–2027
    The ICO's statutory code of practice on AI and automated decision-making, required by regulations in force since May 2026.

    Keep the classification log, the sources behind each draft and the human approval records in a form you could show the regulator.

  3. By March 2028
    The government's January 2026 digital roadmap set up a CustomerFirst unit to redesign customer contact and casework, using AI, in up to four priority public services.

    Build on open standards and your existing API layer, so shared government components can be adopted later without a rebuild.

  4. Late 2026–2028
    The Cyber Security and Resilience Bill brings medium and large managed service providers into regulation, with duties set by secondary legislation by about 2028.

    Expect your IT and AI suppliers to face new duties. Update contracts and supplier assurance as the rules are published.

  5. 2028
    The NCSC asks organisations to have a full post-quantum cryptography migration plan by 2028.

    Record which encryption the platform uses for casework data and keep it easy to change.

Questions to ask your partner or vendor

Good answers are specific. Vague answers to any of these are worth following up.

Copy them into your next supplier meeting

  1. Which approved lines does the drafting assistant use, who owns them, and how fast is a withdrawn line removed?
  2. How are FOI, EIR and subject access requests hidden in general correspondence caught, and how is that tested?
  3. Is this tool in scope for an ATRS record, and who will write and maintain it?
  4. Have we checked what the government's own shared AI tools already do before building?
  5. How do we know drafts are as good for letters in plain or non-standard English, and in Welsh?
  6. What does it cost to run per thousand items, at our volume?

Planning something like this?

Whether you need someone to lead the design or to support the architect you already have, let's talk it through.

Sam Naseem
Sam NaseemBirmingham, UK · UK & Europe
Available now