A Journalist’s Guide to Covering Congressional Casework

Quick reference for journalists covering casework stories and Congressional office procedures for casework

Why Cover Casework?

Got a question about casework? Send it our way at casework@popvox.org.

Key Casework Challenges

At a Glance

What is Casework?

Types of Casework

One of Congress’ most important local functions is serving as a mediator, ombuds, and advocate for individual constituents experiencing problems with federal agencies — also known as “casework” or constituent service. Especially when federal agencies and programs undergo rapid change or experience crises, Congressional caseworkers can provide direct support to constituents by liaising directly with agency leadership to resolve bureaucratic errors and make sure constituents receive the benefits or services they are entitled to.

For journalists, Congressional casework can also provide story leads that shine a light on the work individual Members of Congress do in their communities, and on the local, human impact of federal policymaking. For example:

  • Casework requests to Member offices help demonstrate the human impact of executive orders and policy changes at federal agencies

  • A surge in casework requests to Member offices may indicate an under-the-radar issue in a federal program or service

  • Member office year-end reports can provide some comparable, quantifiable data about the impact Members have in their communities

  • Analyzing Member office outreach for casework can help shine a light on Member priorities and use of resources

This guide is a quick reference for journalists covering casework stories, covering typical Congressional office procedures for casework, the history and legal background for casework, and questions to ask around specific pitches or stories. This is a living document, and we will update it with additional questions.

Our team at POPVOX Foundation is always happy to answer more in-depth questions and flag emerging trends in casework.

Who Does Casework?

National Media Coverage

How is the Member Involved?

Our Casework Credentials

What Can Offices Not Do?

What Should I Ask?

Local Media Coverage

At a Glance

What is Casework?

Casework is how Members and their staff work to resolve individual constituent difficulties with federal agencies, within the bounds of the law. Direct constituent service, including what we now call casework, has been a part of Members’ representational duties since the nation’s founding, although it has evolved considerably since the first Congress.

Congressional offices often describe themselves as a “hail Mary” option of last resort for constituents who have exhausted all other avenues to resolve a difficulty regarding a federal agency, or met unreasonable burdens in trying to do so. Often these difficulties include bureaucratic snafus, unreasonable delays in agency proceedings, or policy “edge cases” where statutory or regulatory guidance is unclear.

For a constituent request to be treated as casework (as opposed to filed as an opinion on a piece of legislation or policy), it must meet three criteria:

Once a case has met these three criteria, casework staff work as liaisons between the agency involved and the constituent to facilitate communication, obtain information, and raise any concerns until the case has reached a resolution, whether favorable or unfavorable to the constituent.

Ethics guidance from both chambers lays out a list of activities generally considered permissible in casework, including:

  • Requesting information or status reports;

  • Urging prompt consideration of a matter based on the merits of the case;

  • Arranging appointments;

  • Expressing judgment on a matter — subject to the ex parte communication rules; and

  • Asking for reconsideration, based on law and regulation, or administrative and other decisions.

Besides the “formal” activities of casework, Members offices may also engage in discretionary activities to serve constituents, for example:

  • Proactively providing educational materials about federal programs

  • Convening local resources to support constituents

  • Working to direct funding for local resources that supplement or coordinate with Congressional casework (e.g., federal funding for low-income tax clinics, legal assistance, food pantries, senior centers, refugee support centers, etc.)

Active Members will also advertise their team’s services, conduct local outreach to meet constituents where they are, and develop issue-specific competency among their casework staff (which requires investing in training and retaining talented staff).

Congress’ authority to act on behalf of individual constituents is part of constituents’ First Amendment right to petition the government for redress of grievances; part of Members’ duty of oversight over Executive branch operations; and part of a more general mandate to provide help to constituents and elevate the Member’s profile in their local communities.

Types of Casework

While agencies are not permitted to provide special treatment to cases that come in as Congressional inquiries, a Congressional inquiry may often trigger additional levels of scrutiny that can help surface and correct bureaucratic errors.

The majority of cases tend to concern the largest public-facing agencies. Some typical cases for these agencies may include problems with:

Disasters and Other Crisis Situations

It is worth noting that disasters and other crises are often moments where Congressional casework can play an especially vital role in helping constituents who are most in need of urgent assistance. For example, recent crises caseworkers have handled have included:

Who Does Casework?

Casework is primarily handled by staff for Members of Congress, coordinating with Members and dedicated agency liaisons.

How is the Member of Congress Involved in Casework?

In Congress today, Members themselves are responsible for setting the overall priority and direction for casework operations, but are not frequently involved in individual cases.

Members determine the level of emphasis their team places on casework by hiring senior staff who are responsible for managing day-to-day operations, as well as determining how to allocate the office’s budget and staff roles to casework. Members may also play a “quality control” role by relaying concerns or congratulations from prominent stakeholders in the district or state back to their casework team, especially stakeholders that can be seen to represent or speak for a specific community — e.g., Veterans Service Officers, church leaders, etc.

Depending on the office, Members may also take a less frequent but more personal role in casework that is particularly urgent, requires escalation beyond the usual channels to reach a resolution, or has a personal connection to the Member — although it is worth noting again that offices are explicitly forbidden to prioritize campaign donors in casework services.

What Can Congressional Offices Not Do Through Casework?

Per House and Senate ethics rules, Members and their staff are expressly prohibited from:

Beyond these hard-and-fast rules, offices are also discouraged from:

Key Casework Challenges

While casework represents some of the best of Congressional service, it is nonetheless hampered by some of the same modernization and capacity challenges common to other areas of Congressional work.

For journalists covering casework, there are some critical challenges with casework services that may be useful background for pitched stories or casework year-end reports.

If I’m Writing a Casework Story, What Should I Ask?

Key Moments to Watch for Casework

While casework happens 24/7, 365 days a year in Member offices across the country, casework is especially critical at certain moments that may be helpful to note or work into your editorial calendar.

Questions to Ask when Pitched a Casework Story

You may occasionally hear directly from Congressional offices or from constituents themselves about specific cases. Keep in mind that while Member offices are not subject to FOIA, HIPAA, or the Privacy Act, most Member offices still treat constituent information as confidential, and will decline to provide specific information on a constituent’s case unless that constituent directly authorizes it. Federal agencies likewise will probably not comment on specific cases.

Here are some helpful questions to ask about a case-specific pitch:

  • How did this constituent get in touch with the Member office about this issue?

  • What was the issue this constituent had with a federal agency? How did this issue impact their life/livelihood/family?

  • Were there any special or mitigating circumstances around this case? For example, a foreclosure deadline, a significant family event, a medical emergency, etc.?

  • How long had this issue gone on before the constituent contacted the Member’s office?

  • How long was this case “open” with the Member’s office?

  • What specific actions did the Member office take on this constituent’s behalf? Can you review copies of any correspondence, redacted for constituent PII or non-public agency contact information?

  • Without the Member’s intervention, what might have happened in this case?

  • Is it reasonable to expect constituents to be able to resolve similar problems by themselves, without Congressional intervention, in the future?

  • Did the constituent approach any other elected officials or local resources for help? If so, were any of them also involved with securing this outcome?

  • Is this case indicative of larger issues with agency operations? If so, what other steps is the office taking to mitigate these larger issues?

  • If other constituents have similar problems, how can they best contact the office?

Understanding EOY Casework Reports

Many Congressional offices now publish a year-end report or end-of-Congress report on the office’s activities — sort of a “shareholder” report for constituents on what the office accomplished on their behalf. Most offices include casework metrics as a prominent part of this report, including number of cases closed, and money returned to constituents.

Understanding that each office has different practices and policies around casework and casework data-tracking, journalists covering these year-end reports may find it helpful to ask some more detailed questions about the information presented:

  • What percentage of casework inquiries have been closed, and what percentage of those were closed favorably? Asking for percentages helps create a comparable metric that accounts for the huge discrepancies in demand between districts (offices can increase demand through a lot of outreach, but it's more often a factor of district demographics and needs).

  • How much money has the office's casework team returned to constituents through casework, and what do they include in that metric? For example, some offices count not only retroactive benefits, but also project benefit amounts forward for a set period of time. Others roll their earmark, grant, and casework money-returned metrics into one number. Again, getting methodology specifics helps make it more comparable.

  • What are the top areas of casework demand? This helps level-set on the amount of money returned — offices that are mostly handling business casework through the IRS are more likely to see big numbers than offices chasing immigration casework or SSI claims.

  • Does the office conduct a constituent feedback survey, and if so, what kinds of metrics do they track to improve their performance?

  • Which areas of the district or state have the highest levels of casework demand? Are there specific communities or populations that are especially overrepresented or underrepresented in this office’s caseload?

  • Can the office outline any specific oversight or legislative actions (for example, hearing questions, letters to agency heads, bills cosponsored, or bills introduced) taken to address issues from casework inquiries this year?

  • What casework challenges does the office anticipate on the horizon for the coming year/Congress, and how can constituents prepare?

Examples of Casework Coverage (Local Media)

Examples of Casework Coverage (National/Beltway Media)

Our Casework Credentials

POPVOX Foundation has been a key voice raising public awareness on the importance of casework on Capitol Hill since 2021. POPVOX Foundation is a 501(c)(3) nonprofit dedicated to helping legislatures keep pace with rapid changes in tech and society. Supporting and strengthening casework is a critical piece of that mission, touching on interbranch coordination, building public trust through responsive governance, and the need for enhanced Congressional capacity. 

In 2021, POPVOX Foundation Deputy Director Anne Meeker, a former House caseworker and Director of Constituent Services, was invited to testify to the House Select Committee on the Modernization of Congress at a hearing on improving casework services for the House. Several recommendations in this testimony were later adopted in the Select Committee’s final report, including: the creation of an anonymized system to aggregate casework data into a national dashboard, and an expanded Congressional Research Service list of casework liaisons to include regional and processing center contacts. POPVOX Foundation also invited caseworkers to contribute to the Office of Management and Budget’s RFI on improving access to federal services — a first-of-its-kind example of Legislative-branch expertise being tapped for Executive-branch information-gathering.

In 2022, POPVOX Foundation launched the Casework Navigator program, providing nonpartisan resources and advocacy for casework and caseworkers, and welcomed Senior Casework Fellow Katherine Long. Today, the Casework Navigator program maintains a weekly newsletter reaching over 2,000 Congressional staff, a webinar series on casework-related topics, and a resource library for caseworkers (including a Portuguese-language introduction for international lawmakers). 

In 2024, POPVOX Foundation published two in-depth reports on how Congressional offices handle crisis casework: American Ingenuity, on casework in the US military withdrawal from Afghanistan, and Disaster Casework on improving casework after natural disasters.

For FY 2025, bicameral Appropriations Subcommittees on the Legislative Branch prioritized initiatives to strengthen how Congress works, including provisions that echoed POPVOX Foundation testimony calling for improving communications between federal agency liaisons and Congressional caseworkers.

POPVOX Foundation’s work on casework has been covered in RollCall, the LawFare Podcast, and the Niskanen Center’s new report The How We Need Now. Anne has also spoken on casework at events for the Council of State Governments, the Levin Center for Oversight and Democracy, the R Street Institute, the American Enterprise Institute, and more.