Bring your staff into one account with three roles, hand each case to the monitor carrying it, and let every monitor see their own work and nothing else — enforced by the database, not by hiding rows in the interface.
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The owner runs the practice and the billing. Admins are for office staff — they see every case and handle intake, agreements, scheduling, invoices, members and assignments, but never billing. They do not run visits, take notes or write reports. Monitors carry cases. Admins and office staff are free, however many you add.
Invite by email from My Team. Each person accepts and creates their own credentials, so nobody shares a password and every action on a case is attributable to the person who took it.
Set the assigned monitor when you open a case, or change it later from Edit Case. Only owners and admins can assign, and a case can sit unassigned while you decide who takes it.
Their dashboard and case list hold the cases assigned to them. The rest of the practice is not filtered out of the view — it is not returned at all, because the rule is a database policy rather than a interface filter.
Remove someone and their access stops immediately, including to the cases they were carrying — there is no stale assignment left granting entry. The visits they documented and the reports they wrote stay on the case.
Your subscription covers the practice and one monitor. Each additional monitor is $49/month, prorated from the day you add them and credited back when they leave.
From My Team, send each person an email invitation and pick their role. They create their own sign-in when they accept.
Give each case to the monitor carrying it, on the case itself. Reassign whenever the work moves.
Monitors run the visits on their assigned cases — they start and end each visit, take the notes and write the reports. Admins run the office across every case: intake, agreements, scheduling, invoices, and sending finished reports. Owners can do both.
Add a monitor when you hire and remove one when they leave. The prorated charge or credit is made right away. Admins never add to it.
No. A solo practice is the default: you are the owner, you see every case, and nothing here gets in your way. It is there the day you hire someone.
No — a monitor sees only the cases assigned to them. That boundary is enforced in the database by the same row-level security that separates one practice from another, so it is not a matter of the interface hiding rows.
An admin does the office work. They see every case in the practice, handle intake, agreements, scheduling and invoices, invite members, assign cases, and can read, download and send finished reports. A monitor does the field work on the cases assigned to them: they run the visits, take the notes and write the reports. An admin cannot run a visit, take notes, write a report or be a case’s monitor. Nor can they manage billing, or act on the owner or on another admin. Admins are free.
It stays on the case. Removing someone ends their access immediately, including to the cases assigned to them, but the visits they documented and the reports they wrote remain part of the record — as they must, since those are evidence.
Only monitors. Your subscription covers your practice and one monitor; each additional monitor is $49/month or $468/year. Admins are never charged, so office and administrative staff cost nothing.
Team & Case Assignment is one piece of a workflow that runs from intake to court-ready report.
Every feature, every plan, free for 14 days. No credit card required.