Build intake case files and plans
How you could use an agent
Use an agent to organize offender background notes, interview summaries, and contact information into a clean case folder and first-draft rehabilitation plan. It can help you list goals, conduct rules, and service referrals from the information you already have, while you decide what the plan should actually require and what needs a supervisor or court review.
Where you stay involved
You check the facts, choose the plan details, and approve any conditions or referrals before they go in the file. You also decide when safety concerns or contested facts need another authority involved.
