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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Start a case with just a title and fill in the rest as it arrives. Record the courthouse and court case number off the order — courts are saved to your practice, so you enter each one once and reuse it on every case there.
Give the case to whoever is carrying it, when you open it or any time after. Owners and admins see the whole practice; a monitor sees only the cases assigned to them, so a growing agency does not mean everyone reading everyone else’s families.
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, Custodial/Noncustodial, Petitioner/Respondent, or custom labels — and your choice flows through the app, emails, and PDFs. Petitioner and Respondent are only ever shown where you have recorded that position from the court order; they are never inferred from custodial status, because the two are independent.
Open it with a title, then record the court, case number, and each parent’s litigation position as the order tells you.
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 with your practice.
That is up to the role you give them. You and your admins see every case in the practice. A monitor sees only the cases assigned to them — the rest of your book is invisible to them, not merely filtered out of view. So an agency can put several monitors on one account without any of them browsing each other’s families.
Choose the assigned monitor when you create the case, or change it later from Edit Case. Only owners and admins can assign, and a case can sit unassigned while you decide. Take someone out of the practice and their access ends with their membership — the visits they documented and the reports they wrote stay on the case.
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 record them, from the order itself, in Edit Case. Courts are saved to your practice, so you enter a courthouse once and reuse it on every case there, and a correction propagates instead of drifting. Each parent’s litigation position — Petitioner, Respondent, or Other — is recorded on the Parties tab rather than inferred from custodial status, because the two are independent and the custodial parent is frequently the respondent. All of it is optional: a case can be opened before the order is in hand.
You’re in control. A case opens as New, and you set it to Intake, Active, Suspended, or Terminated — whatever fits where the case actually stands. There’s no forced progression and no required order, so you’re never boxed into a rigid workflow. Archiving is a separate action rather than a status, so archiving a case never overwrites where it actually stood.
Case Management is one piece of a workflow that runs from intake to court-ready report.
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