Every visit, document, agreement, invoice, and report lives on the case it belongs to — organized into tabs, tracked in a court-ready history, and guided by a readiness checklist so nothing falls through the cracks.
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A five-step wizard walks you through case info, parents, children, an optional court-document upload, and review — with drafts auto-saved for 24 hours. In a hurry? Quick-create a case with just a title.
The Overview tab tracks what every new case needs — parties added, intake received, court order uploaded, agreement signed — and deep-links you to each step. When the case is ready, the checklist gets out of your way.
Overview, Parties, Documents, Agreements, Visits, Invoices, and Reports. Everything attached to a case is one click away — no digging through folders or inboxes.
Every intake, party change, agreement, document, visit, invoice, and report is logged with a timestamp. Filter by action type or actor, and export to CSV or PDF for records requests.
Every file shows who uploaded it — a parent badge or your own — across every upload path, including parent intake uploads. Filter by type, search, and download through secure links.
Label parents your way — Residential/Visiting Parent, Parent 1/2, Petitioner/Respondent, or custom labels — and your choice flows through the app, emails, and PDFs.
Use the guided wizard for a complete setup, or quick-create with a title and fill in the rest later.
Each parent gets a secure emailed link — no accounts, no paper packets. Responses land on the case automatically.
As intakes arrive, documents upload, and agreements get signed, the readiness checklist checks itself off.
Visits, notes, invoices, and reports file themselves under the case — with every event in the case history.
No. Parents never need accounts and never log in. They interact only through secure emailed links — intake questionnaires, agreement signing, invoice payment, and report viewing — while the case file stays yours.
Yes. The full case history — every timestamped event, filterable by action type and actor — exports to CSV or PDF.
They appear on the case Documents tab automatically, tagged with the parent’s badge and name, so you always know who provided what.
You’re in control. A case starts as Initiated, and you set its status — Intake, Screening, Active, Suspended, Terminated, Inactive, or Archived — to whatever fits where the case actually stands. There’s no forced progression or required order, so you’re never boxed into a rigid workflow.
Case Management is one piece of a workflow that runs from intake to court-ready report.
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