January 16, 2026

A computer sorting case notes into a case note workflow

Stop Copying and Pasting Case Notes, Set Up a Note Flow That Feeds Your Forms, Letters, and Reports

The report is due tomorrow. A partner asks for a status update. A client calls back with one more detail that changes the next step. Meanwhile, staff are retyping the same facts into a court form, a referral email, and a funder spreadsheet, hoping nothing gets missed. That is a broken case note workflow. This […]

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Leaders Evolving the Justice Referral Handoff Process

Justice Referral Handoff Process (End “Where Is This Case?”)

It starts as a simple question: “Where is this case?” A staff member asks it. A partner asks it. Sometimes the client asks it, after days of silence. In justice work navigating the justice system, silence isn’t neutral. It can mean a missed deadline for survivors of crime, a lost housing window, a protection order

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How a Fractional CIO Helps Justice-Focused Organizations Scale

The grant report is due, but the program data is a mess, scattered across disconnected spreadsheets and tools that don’t talk to each other. A security scare involving sensitive client data makes you realize just how fragile your systems are. Or maybe it's the quiet burnout of dedicated staff, who spend more time wrestling with

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