CoTrackPro CLIOn this page
The platform's building blocks, in plain language.
See what you can build with — the workflows and their steps, worked scenarios you can follow, the skills the AI brings, the knowledge behind the guardrails, and the roles that tie them together. Open any one to read how it works.
Illustrative — educational only, not legal or clinical advice. These are example compositions that show how the platform fits together — not a prescriptive legal process or advice for any case.
Want the full typed tables? See the catalog reference. Want a diagram or a ready playbook? Try the Studio or generate one in Guides.
Workflows (5)#
Ordered, branching processes. Open one to see each step.
court-packet-assembly — Assembles all session artifacts into a court-ready PDF packet.
Starts when: user_requests_court_packet · standard · 7 steps
- 1. List artifacts →
available_artifacts - 2. Ask the user
- 3. Run a skill ·
evidence-organization→organized_packet - 4. Run a skill ·
legal-document-formatter→formatted_packet - 5. Run a hook
- 6. Run a skill ·
ai-provenance-integrity→provenance_page - 7. Export
custody-violation-response — End-to-end response workflow for documented custody violations. Walks the user-as-parent through incident documentation, evidence preservation, timeline construction, and (with attorney engagement) legal assessment and court-packet assembly. Honors the safety_gate pattern from session-lifecycle.yaml — content routed here has already cleared the global safety check.
Starts when: trigger_detected · elevated · 9 steps
- 1. Run a skill ·
incident-documentation→incident_logParent - 2. Run a skill ·
evidence-organization→evidence_indexParent - 3. Run a skill ·
timeline-builder→timelineParent Attorney - 4. Decide if user_has_attorney == true
- 5. Run a skill ·
legal-document-formatter→pro_se_packetParent - 6. Run a skill ·
legal-document-formatter→legal_packetAttorney - 7. invoke workflow →
court_packet - 8. Run a hook
- 9. Export
first-session-onboarding — Guides new users through their first CoTrackPro experience.
Starts when: new_user_session · standard · 5 steps
- 1. Show the result
- 2. Ask the user
- 3. Ask the user
- 4. route to skill ·
selected_skill - 5. Show the result
mandatory-reporting-assist — Assists mandatory reporters in documenting disclosures and filing reports.
Starts when: trigger_detected · maximum · 5 steps
- 1. Show the result
- 2. Ask the user
- 3. Run a skill ·
incident-documentation - 4. lookup →
agency_name, phone, online_url, hours - 5. log
session-lifecycle — Full session lifecycle from user input to artifact export.
Starts when: user_input_received · standard · 9 steps
- 1. create session →
session_id, user_context - 2. Run a skill ·
omni-build→triggers, risk_level, safety_flag - 3. Decide if safety_flag == true
- 4. surface safety prompt
- 5. Run a skill ·
omni-build→role_assignments - 6. spawn subagents →
artifacts - 7. quality gate
- 8. package artifacts
- 9. archive session
Scenarios (9)#
Worked examples you can follow end to end.
Modify an existing child-support order personal
Walk through what a modification motion typically requires — proof of the changed circumstance, current financials, the proposed new amount — and produce a starter packet.
- get_started — Surfaces state-specific child-support calculators + the procedural rules for filing a modification motion (most states use a 'substantial change in circumstances' standard).
- search_artifacts — Find the artifact schemas that fit a support modification — affidavit-of-financial-information, motion-to-modify, current-expenses-statement.
- draft_artifact — The affidavit is the heart of the motion — it explains WHY the existing order should change. Neutral language matters; this is read by a judge.
- list_skills — Find functional skills (e.g., court-readiness review) to self-review the affidavit before filing.
- find_tool_for — Surfaces legal-aid links. Most state child-support agencies (Title IV-D offices) will modify an order for free if you meet the threshold; an attorney isn't always required.
Document a dispute at a custody handoff personal
Capture the handoff in a structured way, draft a calmer message to the other parent if needed, and surface safety resources if the dispute crossed into hostility.
- draft_artifact — Generates an exchange-log entry tailored to custody handoffs — contemporaneous and neutral.
- rewrite_coparent_message — If you need to address it in writing, get STANDARD + FIRM rewrites so the message lowers temperature instead of raising it.
- get_started — If the handoff involved threats, intimidation, or violence, route to crisis resources BEFORE further documentation.
Prepare for your first court hearing personal
Walk out with a clear sense of what kinds of artifacts come up, a court-readiness checklist for the most likely ones, and state-specific links to the court self-help portal.
- get_started — Sets the chat register and surfaces state-specific legal-aid + court self-help links.
- search_artifacts — Find the court-facing artifacts that fit your hearing type.
- get_artifact_schema — Pull the schema + before_filing_checklist for one specific artifact so you know what's required.
- draft_artifact — Generate a first draft from your own words. The tool pseudonymizes the child and uses neutral language.
- list_skills — Find functional skills (e.g., court-readiness review) for self-review before filing.
Negotiate a holiday parenting-time schedule personal
Walk into the conversation with a concrete proposal, a calmer way to communicate it, and a sense of what 'typical' holiday schedules look like so you have a defensible baseline.
- get_example_case — Read the mediated parenting-plan v3 — the holiday section is one of the most worked-through parts of the example. Use it as a structural reference.
- draft_artifact — Generate a parenting-plan section focused on holidays — specific alternation patterns, transportation responsibility, religious / cultural observances.
- rewrite_coparent_message — Before sending the proposal, run it through the rewriter. Holiday negotiations are emotionally loaded; the calmer-rewrite removes implicit demands and preserves your position.
- draft_artifact — If the negotiation breaks down and you end up in mediation or court, the communication-log is your evidence of good-faith engagement.
Prepare for a co-parenting mediation session personal
Walk into mediation with a parenting-plan draft, a sense of the priority issues, and links to mediation directories if you still need to find a mediator.
- draft_artifact — Generates a parenting-plan-draft from your situation. Mediators expect parents to come with positions — this gives you a starting point.
- get_artifact_schema — Review the parenting-plan schema's fields so you know what topics the mediator will likely surface (holidays, schools, medical, communication).
- find_tool_for — Surfaces cotrackpro://links/mediation (Mediate.com, ACR, AFCC) if you don't have a mediator yet.
Intake a new family-law client (Professional) practice
Produce a starter intake packet — case documentation, parenting-plan draft (if applicable), and an empty incident-log structure — in one bulk call.
- get_started — Sets the chat register for practice work and surfaces dashboard + pricing links.
- bulk_draft_artifacts — Drafts 3 starter artifacts in one call. One item failing doesn't fail the batch.
- list_skills — Browse review rubrics (court-readiness, custody-evaluator) to apply to the drafted artifacts.
Prepare to petition for a protective / restraining order personal
Stabilize on safety resources first, then walk through what a protective-order petition typically contains and produce a starter incident timeline + safety plan.
- get_started — Surfaces NDVH (1-800-799-7233), 988, and Childhelp BEFORE any documentation tool. If you're in immediate danger, those come first.
- find_example_for — Routes to the worked example case (morgan-protective) so you can see what a finished safety-risk packet looks like before drafting your own.
- draft_artifact — Generates a safety-plan artifact with crisis-language guardrails. Safety planning comes BEFORE filing, not after.
- draft_artifact — Produces a structured incident log. Most protective-order petitions are decided on the strength of contemporaneous documentation; a clean log helps an attorney or pro-se filer build the petition.
- find_tool_for — Surfaces cotrackpro://links/legal-aid + state-specific court-self-help links. Most states have free legal-aid clinics that take protective-order cases.
Petition the court to relocate with the children personal
Walk through the documentation a relocation petition typically requires — the reason for the move, the revised parenting plan, the impact analysis — and produce a starter packet.
- find_example_for — Routes to sam-relocation — the worked example case that walks a cross-state modification end-to-end (Missouri → Kansas, with the renegotiated parenting plan and the communication log of the negotiation).
- get_example_case — Read the full worked case before drafting your own. The negotiation language is the high-value piece — it shows how to propose a move without antagonizing the other parent.
- draft_artifact — Generate a revised parenting plan that explicitly addresses how the other parent's time gets preserved (or made up) despite the distance.
- draft_artifact — Courts heavily weight whether the moving parent gave reasonable notice and engaged in good-faith negotiation. The communication log is the evidence.
- find_tool_for — Relocation cases interact with the UCCJEA (Uniform Child Custody Jurisdiction and Enforcement Act) — surfaces legal-aid links + state-bar referral.
Document a school incident involving your child personal
Capture the incident in a structured, court-readable artifact and, if appropriate, draft a clear school-communication message.
- draft_artifact — Generates an incident-log entry with the right schema fields filled. Child is pseudonymized automatically.
- get_artifact_schema — Pull the schema for a school-communication artifact if you want to record outreach you sent to the school.
- rewrite_coparent_message — If you need to communicate about this incident, get a calmer rewrite before you send.
Skills (33)#
The focused capabilities the AI brings to a step.
ai-provenance-integrity functional Apply provenance disclosure metadata to AI-generated documents and run integrity detection (SynthID, C2PA, EXIF, text heuristics) on uploaded evidence. Outputs are advisory metadata — never blocking, never accusatory — attached to the artifacts they describe.
child-centered-rewrite functional child-centered trauma-informedRewrite co-parenting messages and case-related communications to be brief, informative, friendly, firm (BIFF), and centered on the child's needs. Two modes: STANDARD (balanced) and FIRM (clear boundary, still respectful).
communication-tone-analysis functional trauma-informedAnalyze tone in co-parent and high-conflict communications. Classify escalating / neutral / de-escalating language; flag manipulation, DARVO, coercive-control linguistic markers; score against the BIFF (Brief-Informative-Friendly-Firm) framework. Designed for survivor-safe use: misclassification toward "neutral" on coercive content is the highest-stakes failure mode.
cotrackpro-advocate role child-centered trauma-informedTrauma-informed advocacy support for safety planning referrals and clear client-facing next steps.
cotrackpro-attorney role child-centered trauma-informedAttorney workflow support for structured intake issue-spotting outlines and organized drafting assistance.
cotrackpro-bailiff role child-centered trauma-informedCourtroom operations support for de-escalation language neutral incident notes and procedure-aligned checklists.
cotrackpro-clerk role child-centered trauma-informedClerk support for filing readiness document naming conventions and step-by-step submission checklists.
cotrackpro-coach role child-centered trauma-informedCoaching support for goal-setting routines accountability plans and calm communication practice prompts.
cotrackpro-evaluator role child-centered trauma-informedEvaluator support for structured observations interview prompts and neutral report-ready summaries.
cotrackpro-gal role child-centered trauma-informedGAL support for child-centered fact organization neutral summaries and bias-aware documentation.
cotrackpro-judge role child-centered trauma-informedJudicial workflow support for neutral issue framing hearing prep outlines and clarity-focused orders support.
cotrackpro-mediator role child-centered trauma-informedMediation support for agenda building shared-interest mapping and agreement recap with next steps.
cotrackpro-parent-alienation-support role child-centered trauma-informedParent support for alienation dynamics documentation routines child- focused messaging and stability planning.
cotrackpro-parent-coparent role child-centered trauma-informedCo-parenting support for clear calm messages boundaries scheduling and child-centered tone rewrites.
cotrackpro-parent-high-conflict-strategy role child-centered trauma-informedHigh-conflict strategy support for de-escalation boundaries response plans and documentation workflows.
cotrackpro-parent-pro-se role child-centered trauma-informedPro se support for organizing facts timelines exhibits and plain- language court-ready summaries.
cotrackpro-parent-survivor-safety role child-centered trauma-informedSurvivor safety support for incident logging evidence organization and safety-first action steps.
cotrackpro-parenting-coordinator role child-centered trauma-informedParenting coordinator support for implementation plans conflict reduction scripts and structured follow-ups.
cotrackpro-police role child-centered trauma-informedLaw enforcement support for objective report structuring evidence capture checklists and safety-aware notes.
cotrackpro-roles-router role child-centered trauma-informedSingle entry skill that routes users to the right role workflow and standardizes safe consistent outputs.
cotrackpro-supervisor role child-centered trauma-informedSupervisor support for oversight checklists escalation criteria audit- friendly summaries and accountability logs.
documentation-coaching functional child-centered trauma-informedCoaches parents (and parent-adjacent users) on documentation habits over time. Reviews the user's evolving record and offers concrete, observable improvements — what to capture next, where the record is thin, which patterns deserve more anchors. Strictly educational; never legal or clinical advice.
emotional-pattern-analysis functional child-centered trauma-informedIdentify emotional themes in user-reported narratives using trauma-informed framing. Strictly educational — never clinical. Surface themes the user can bring to their own therapist; flag when professional support may be useful. Never diagnose, never pathologize trauma responses.
escalation-analysis functional trauma-informedPattern detection across a sequence of incidents or communications. Reports trend (escalating / stable / de-escalating), pivotal events, recurring tactics, and documentation focus areas. Distinct from communication-tone-analysis (which scores individual messages) — this skill scores the trajectory over time. Drives decisions about emergency motions vs. continued good-faith negotiation.
evidence-organization functional Catalog, number, and chain-of-custody-validate exhibits and source artifacts for a case. Produces Evidence Index and Screenshot Log artifacts; provides authoritative metadata for downstream timeline and filing steps.
incident-documentation functional child-centered trauma-informedCapture a single incident or observation as a neutral, time-stamped, evidence-grade record. Drives the Custody Exchange Log, Incident Log, and Incident Report artifacts.
legal-document-formatter functional Format case content into court-presentable documents: Filing Checklists, Draft Motions, Case Summaries, Incident Reports. Applies jurisdiction- specific templates while keeping all substantive claims source-attributed.
linkedin-authority-builder functional Generate LinkedIn content — posts, articles, profile copy — for thought leadership in family law, co-parenting, child welfare, and advocacy. Educational tone; no clinical claims, no legal-outcome promises, no infomercial energy. Optimized for the CoTrackPro audience (practitioners, advocates, journalists).
omni-build functional child-centered trauma-informedFoundation routing/triage skill. Maps user input to triggers, roles, workstreams, and artifacts via a three-prompt pipeline. Spawns specialized subagents (Parent, Attorney, Therapist, etc.) carrying the right downstream skills. Invoked by every session-lifecycle step that needs domain-aware routing.
podcast-metadata-generator functional Generate podcast episode metadata — title, description, show notes, chapter markers, transcript chunking, social-media blurbs — from a source transcript or episode brief. Content marketing for the CoTrackPro audience (co-parents, advocates, family-law professionals). Strictly non-clinical, non-legal in audience-facing copy.
safety-review functional child-centered trauma-informedRisk classification, harm-keyword detection, and crisis-resource surfacing. Always-on sidecar evaluation plus on-demand review of incident records, message drafts, and case artifacts. Drives the safety_gate workflow step.
timeline-builder functional Construct a source-attributed chronological timeline from a set of incident logs, message records, evidence items, and dated observations. Detect gaps, flag conflicts, surface patterns. Produces court-grade Source-Based Timeline.
webinar-funnel-builder functional Generate the end-to-end webinar funnel: landing page copy, registration confirmation, reminder sequence, attendee follow-up, no-show follow-up. Optimized for educational webinars in the family-law / co-parenting / advocacy domain. No clinical claims, no legal-outcome promises, no high-pressure-sales energy.
Knowledge (5)#
The reference material the guardrails draw on.
The Asymmetry Principle for identifying coercive control patterns. Isolation, financial control, surveillance, system weaponization, and DARVO patterns. Documentation approaches that capture patterns without labeling. Evidence-based research on coercive control in family court co
Backs: coercive-control-awareness safety-language
Best practices for co-parenting communication, documentation, and conflict resolution. Child-centered approach to parallel parenting. BIFF method for messaging. Documentation rhythm recommendations. Exchange protocol guidelines.
Backs: parent-support emotional-deescalation
De-escalation techniques for co-parent communication. The BIFF method (Brief, Informative, Friendly, Firm). Boundary-setting language. Response decision trees. When to respond vs. when to document and not respond. Emotional regulation before documenting.
Backs: emotional-deescalation
Standards for evidence-quality documentation. Timestamp integrity. Chain of custody. Source attribution. Neutrality requirements. Evidence preservation. Gap documentation. Pattern documentation. Court credibility factors.
Backs: neutral-documentation evidence-integrity
Core principles of trauma-informed care applied to documentation and technology. Understanding trauma responses. Avoiding re-traumatization. Pacing and safety. Secondary trauma for professionals. Grounding techniques.
Backs: trauma-informed-response
Roles (18)#
Each role composes a set of skills with always-on guardrails.
cotrackpro-advocate child-centered trauma-informedMaps to: Advocate, Domestic Violence Advocate, Victim Services Coordinator, Youth Advocate, Disability Rights Advocate
Skills: child-centered-rewrite safety-review incident-documentation
Guardrails: child-centered-language emotional-deescalation evidence-integrity neutral-documentation safety-language trauma-informed-response
cotrackpro-attorney child-centered trauma-informedMaps to: Family Law Attorney, Legal Aid Attorney, Paralegal, Family Law Paralegal
Skills: evidence-organization timeline-builder legal-document-formatter omni-build
Guardrails: child-centered-language evidence-integrity legal-neutrality neutral-documentation safety-language trauma-informed-response
cotrackpro-bailiff child-centered trauma-informedMaps to: Court Security Officer, Security Officer, Court Reporter
Skills: safety-review incident-documentation
Guardrails: child-centered-language emotional-deescalation evidence-integrity neutral-documentation safety-language trauma-informed-response
cotrackpro-clerk child-centered trauma-informedMaps to: Court Clerk, Court Administrator, Court Case Manager, Court Liaison, Court Services Officer, Court Interpreter
Skills: legal-document-formatter omni-build
Guardrails: child-centered-language evidence-integrity legal-neutrality neutral-documentation safety-language trauma-informed-response
cotrackpro-coach child-centered trauma-informedMaps to: Peer Support Specialist, Family Support Worker, Family Support Coordinator, Family Engagement Specialist
Skills: child-centered-rewrite communication-tone-analysis
Guardrails: child-centered-language emotional-deescalation neutral-documentation trauma-informed-response
cotrackpro-evaluator child-centered trauma-informedMaps to: Evaluator, Clinical Psychologist, Therapist, Child Therapist
Skills: emotional-pattern-analysis incident-documentation safety-review
Guardrails: child-centered-language emotional-deescalation evidence-integrity neutral-documentation safety-language trauma-informed-response
cotrackpro-gal child-centered trauma-informedMaps to: GAL (Guardian ad Litem), Court-Appointed Special Advocate, CASA Volunteer, Child Advocate, Child Advocate Attorney
Skills: safety-review child-centered-rewrite emotional-pattern-analysis
Guardrails: child-centered-language emotional-deescalation neutral-documentation safety-language trauma-informed-response
cotrackpro-judge child-centered trauma-informedMaps to: Judge, Family Court Judge, Domestic Relations Judge, Juvenile Court Judge, Probate Judge
Skills: safety-review legal-document-formatter omni-build
Guardrails: child-centered-language emotional-deescalation evidence-integrity legal-neutrality neutral-documentation safety-language trauma-informed-response
cotrackpro-mediator child-centered trauma-informedMaps to: Mediator, Family Mediator, Community Mediator, Restorative Justice Facilitator, Restorative Justice Coordinator
Skills: child-centered-rewrite safety-review communication-tone-analysis
Guardrails: child-centered-language emotional-deescalation neutral-documentation safety-language trauma-informed-response
cotrackpro-parent-alienation-support child-centered trauma-informedMaps to: Parent, Guardian
Skills: child-centered-rewrite incident-documentation safety-review emotional-pattern-analysis
Guardrails: child-centered-language emotional-deescalation evidence-integrity neutral-documentation safety-language trauma-informed-response
cotrackpro-parent-coparent child-centered trauma-informedMaps to: Parent, Guardian
Skills: child-centered-rewrite incident-documentation safety-review
Guardrails: child-centered-language emotional-deescalation evidence-integrity neutral-documentation safety-language trauma-informed-response
cotrackpro-parent-high-conflict-strategy child-centered trauma-informedMaps to: Parent, Guardian
Skills: child-centered-rewrite safety-review communication-tone-analysis
Guardrails: child-centered-language emotional-deescalation neutral-documentation safety-language trauma-informed-response
cotrackpro-parent-pro-se child-centered trauma-informedMaps to: Parent, Guardian
Skills: timeline-builder evidence-organization legal-document-formatter omni-build
Guardrails: child-centered-language evidence-integrity legal-neutrality neutral-documentation safety-language trauma-informed-response
cotrackpro-parent-survivor-safety child-centered trauma-informedMaps to: Parent, Guardian
Skills: safety-review incident-documentation evidence-organization
Guardrails: child-centered-language emotional-deescalation evidence-integrity legal-neutrality neutral-documentation safety-language trauma-informed-response
cotrackpro-parenting-coordinator child-centered trauma-informedMaps to: Parenting Coordinator
Skills: child-centered-rewrite incident-documentation communication-tone-analysis
Guardrails: child-centered-language emotional-deescalation evidence-integrity neutral-documentation trauma-informed-response
cotrackpro-police child-centered trauma-informedMaps to: Police Officer, School Resource Officer, Probation Officer, Juvenile Probation Officer
Skills: safety-review incident-documentation
Guardrails: child-centered-language emotional-deescalation evidence-integrity neutral-documentation safety-language trauma-informed-response
cotrackpro-roles-router child-centered trauma-informedMaps to: —
Skills: omni-build
Guardrails: child-centered-language neutral-documentation safety-language trauma-informed-response
cotrackpro-supervisor child-centered trauma-informedMaps to: Foster Care Caseworker, Child Welfare Supervisor, Case Management Supervisor
Skills: omni-build incident-documentation
Guardrails: child-centered-language evidence-integrity neutral-documentation safety-language trauma-informed-response
Documents (133)#
The typed documents the platform helps you produce. See a document's fields with cotrackpro artifacts show <name>.
| Name | Document | Used in |
|---|---|---|
account-security-checklist | Account Security Checklist sensitive Checklist for passwords, MFA, device security, and account recovery. | — |
action-plan-checklist | Action Plan Checklist sensitive Step-by-step checklist outlining agreed-upon actions, responsible parties, and deadlines following mediation. | — |
affidavit-or-declaration | Affidavit or Declaration confidential A sworn written statement used to present facts to the court or agency when testimony is provided in writing. | — |
appearance-log | Appearance Log confidential A running log of hearings, meetings, and appearances attended, including dates, outcomes, and next steps. | Evidence & timeline builder, Court-clerk automation |
artifacts-produced | Artifacts Produced sensitive A roll-up checklist of documents generated in a workstream to confirm what has been produced and what is still pending. | — |
boundary-statement-template | Boundary Statement Template sensitive Fillable statement that sets clear boundaries and consequences neutrally. | — |
call-video-log | Call / Video Log confidential Log of calls or video attempts: date/time, duration, results, disruptions. | — |
care-team-communication-note | Care Team Communication Note confidential A brief internal note capturing care-team updates, decisions, and next actions while staying within confidentiality limits. | — |
case-documentation | Case Documentation confidential Chronological log of all communications, meetings, and decisions made throughout the intervention process. | School-incident documentation, GAL / CASA child-advocacy tooling |
case-management-order | Case Management Order confidential A court order that sets case structure—deadlines, disclosures, hearings, and compliance requirements. | — |
case-notes | Case Notes confidential Structured notes capturing objective contacts, observations, actions taken, and follow-ups for the case record. | Mediation-prep assistant |
case-plan-or-service-plan | Case Plan or Service Plan confidential A written plan outlining goals, services, responsible parties, and timelines for supporting the child and family. | — |
certified-transcript | Certified Transcript confidential An official certified transcript of a hearing or proceeding used for filing, appeal, or record clarity. | — |
child-profile-sheet | Child Profile Sheet confidential child-safety Key child info: school, routines, supports, medical notes, and transitions. | GAL / CASA child-advocacy tooling |
child-safety-assessment | Child Safety Assessment confidential child-safety A structured assessment form evaluating the safety and well-being of a child in their current environment. | School-incident documentation, Survivor safety planning |
client-intake-and-eligibility-form | Client Intake and Eligibility Form confidential An intake form used to capture client information, eligibility, and an initial triage of needs and urgency. | — |
clinical-summary-letter | Clinical Summary Letter confidential A clinician’s summary of treatment status, functioning, and recommendations within the permitted scope. | — |
closure-letter | Closure Letter confidential A closing notice summarizing case outcome, remaining obligations, and how to re-engage services if needed. | — |
communication-log | Communication Log confidential A chronological record of calls, emails, texts, and messages, including dates, participants, and outcomes. | Evidence & timeline builder, Mediation-prep assistant |
compliance-directives | Compliance Directives confidential Written directives that specify required actions, deadlines, proof, and consequences for non-compliance. | — |
compliance-summary | Compliance Summary (One-Page) confidential One-page summary of compliance/noncompliance with citations to evidence. | — |
compliance-tracker | Compliance Tracker (Order-by-Order) confidential Tracker listing each order provision, what compliance looks like, and evidence. | — |
consent-or-release-forms | Consent or Release Forms confidential Signed forms that authorize information sharing or services, defining the scope, purpose, and expiration if applicable. | — |
contact-log | Contact Log confidential A record of key contacts and interactions, capturing who was contacted, why, what was discussed, and next steps. | School-incident documentation, Evidence & timeline builder |
contempt-orders | Contempt Orders confidential Court orders addressing violations of prior orders and setting sanctions, purge conditions, or corrective requirements. | — |
coordinated-service-plan | Coordinated Service Plan confidential A coordinated plan that aligns providers, services, timelines, and responsibilities to reduce gaps and duplication. | — |
coping-plan | Coping Plan confidential A personalized plan listing coping tools, supports, and steps to manage stress, triggers, and difficult interactions. | Survivor safety planning |
court-orders | Court Orders confidential A consolidated set of active court orders with key requirements, deadlines, and enforcement terms highlighted for compliance. | Evidence & timeline builder, Court-clerk automation |
court-report-and-recommendations | Court Report and Recommendations confidential A structured report summarizing findings and offering recommendations, written neutrally and tied to documented facts. | GAL / CASA child-advocacy tooling |
court-testimony-preparation-guide | Court Testimony Preparation Guide sensitive A checklist and resource guide to help children and caregivers prepare for court testimony. | — |
crisis-or-safety-plan | Crisis or Safety Plan confidential child-safety A safety-focused plan outlining immediate risks, protective steps, safe contacts, and clear do/don’t instructions during a crisis. | Survivor safety planning |
custody-exchange-log | Custody Exchange Log confidential A log recording the details of each custody exchange, including time, location, and any issues or concerns. | — |
deadline-tracker | Deadline Tracker confidential A tracker that lists deadlines, responsible parties, required submissions, and completion status to prevent missed filings or tasks. | Court-clerk automation |
discharge-support-summary | Discharge Support Summary confidential A summary documenting supports provided at discharge, aftercare plans, referrals made, and recommended next steps. | — |
discovery-request-tracker | Discovery Request Tracker confidential Tracker for requests sent/received, deadlines, responses, and follow-ups. | — |
document-transmittal-log | Document Transmittal Log confidential A log documenting what documents were sent, to whom, when, by what method, and any delivery confirmation. | Court-clerk automation |
emergency-contacts-sheet | Emergency Contacts Sheet confidential Contact sheet including family, school, professionals, and emergency resources. | — |
emotional-wellbeing-journal | Emotional Wellbeing Journal confidential A guided journal for children to record their feelings, stressors, and coping strategies during family conflict. | — |
errata-sheet | Errata Sheet confidential A correction sheet used to record and certify transcript or record corrections, clarifications, or noted errors. | — |
escalation-ladder | Escalation Ladder sensitive Level-based decision tree for when to document, clarify, involve pros, or escalate. | — |
escalation-note | Escalation Note confidential A note that documents why an issue was escalated, who was notified, what was shared, and the requested resolution path. | — |
evidence-index-exhibit-list | Evidence Index / Exhibit List confidential Court-ready index of exhibits with filenames, dates, and relevance notes. | — |
evidence-log | Evidence Log confidential Catalog of physical and digital evidence collected during an investigation, including photos, emails, and witness statements. | — |
evidence-packet | Evidence Packet confidential Bundle of exhibits with full chain-of-custody, hashing, and authentication metadata. Produced by evidence-organization for downstream legal-document-formatter consumption. Data sensitivity: confidential. | — |
evidence-preservation-checklist | Evidence Preservation Checklist sensitive Checklist for preserving digital and physical evidence with timestamps and backups. | — |
exchange-log | Exchange Log confidential Pickup/drop-off record including conduct notes and outcomes. | — |
exhibit-index | Exhibit Index confidential An index that organizes exhibits by number/letter with brief identifiers to support easy reference during hearings or filings. | — |
exhibit-list | Exhibit List confidential A structured list of exhibits with identifiers and descriptions used to prepare filings, testimony, and courtroom presentation. | — |
family-service-plan | Family Service Plan confidential A service plan describing needs, services, providers, timelines, and follow-up steps to support stability and progress. | — |
filing-checklist | Filing Checklist sensitive Checklist for common court filings (attachments, exhibits, service). | — |
final-judgment-or-decree | Final Judgment or Decree confidential The final decree that resolves issues in the case and sets enforceable terms, responsibilities, and any continuing obligations. | — |
financial-disclosure-statement | Financial Disclosure Statement confidential A standardized form for reporting income, expenses, and assets in support or custody cases. | — |
findings-of-fact-and-conclusions | Findings of Fact and Conclusions confidential A written section of an order that states the court’s factual findings and legal conclusions supporting the ruling. | — |
follow-up-schedule | Follow-up Schedule confidential Schedule for check-ins, deadlines, and periodic reassessment. | — |
goals-priorities-snapshot | Goals & Priorities Snapshot confidential Short worksheet clarifying what matters most to each party and the child. | — |
ground-rules-document | Ground Rules Document confidential A set of agreed communication and conduct rules used to reduce conflict, set boundaries, and keep interactions productive. | — |
hearing-prep-checklist | Hearing Prep Checklist confidential A step-by-step checklist of documents, deadlines, and key points to prepare for an upcoming hearing. | — |
hearing-prep-notes | Hearing Prep Notes confidential Structured prep notes: key facts, exhibits, relief requested, and risks. | — |
home-visit-notes | Home Visit Notes confidential Objective notes from a home visit documenting who was present, what was observed, and follow-up actions required. | — |
iep-504-meeting-summary | IEP/504 Meeting Summary confidential A summary document of Individualized Education Program (IEP) or 504 Plan meetings, including decisions and action items. | — |
iep-504-prep-notes | IEP/504 Prep Notes confidential Preparation worksheet for IEP/504 meeting goals, accommodations, and evidence. | — |
impersonation-incident-template | Impersonation Incident Template sensitive Template for documenting impersonation/account takeover with supporting evidence. | — |
incident-debrief-summary | Incident Debrief Summary confidential A concise summary of key findings and next steps following a critical incident or emergency. | — |
incident-log | Incident Log confidential child-safety Single incident record. Used by parents, attorneys, and therapists to document observed events with neutrality and source attribution. Data sensitivity: confidential. | — |
incident-report | Incident Report confidential Detailed account of a workplace conflict, including involved parties, timeline, actions taken, and recommendations for next steps. | — |
intake-assessment | Intake Assessment confidential A structured initial assessment capturing presenting concerns, relevant history, risk indicators, and recommended next steps. | — |
intake-summary | Intake Summary confidential One-page summary capturing key facts, goals, constraints, and next steps gathered during intake. | — |
interpretation-issue-note | Interpretation Issue Note confidential A note documenting language-access or interpretation issues that affected understanding, participation, or case logistics. | — |
interpreter-assignment-confirmation | Interpreter Assignment Confirmation confidential A confirmation of interpreter assignment details—language, date/time, location or remote link, and contact information. | — |
interpreter-time-log | Interpreter Time Log confidential A log tracking interpreter start/end times, segments covered, and billable duration for services provided. | — |
invoice | Invoice confidential An itemized invoice for services rendered, showing dates, descriptions, rates, totals, and payment terms. | — |
invoice-or-billing-record | Invoice or Billing Record confidential A billing record summarizing charges, payments, adjustments, and remaining balance for a defined service period. | — |
issues-and-interests-worksheet | Issues and Interests Worksheet confidential A worksheet that lists issues, underlying interests, priorities, and options to support negotiation and problem-solving. | — |
key-dates-deadlines-tracker | Key Dates & Deadlines Tracker confidential Tracker for court dates, school meetings, therapy appointments, and deadlines. | — |
mediation-agreement | Mediation Agreement confidential A written summary of terms reached in mediation, including responsibilities, timelines, and any steps required to finalize. | — |
mediation-intake-form | Mediation Intake Form confidential An intake form that gathers party information, goals, key issues, and screening items before mediation begins. | — |
meeting-agenda-template | Meeting Agenda Template sensitive Agenda template for mediation, case conference, or co-parent meeting. | — |
meeting-minutes-template | Meeting Minutes Template confidential Minutes template capturing decisions, owners, deadlines, and follow-ups. | — |
memorandum-of-understanding | Memorandum of Understanding confidential A document summarizing shared understandings and commitments, often used as a bridge to a formal agreement. | — |
message-draft-templates | Message Draft Templates (BIFF) sensitive Templates for brief, informative, friendly, firm messages to reduce conflict. | — |
minute-entries | Minute Entries confidential A brief court record entry noting what happened at a hearing and any orders, deadlines, or next dates set. | — |
missed-parenting-time-tracker | Missed Parenting Time Tracker confidential Tracker of missed or shortened parenting time including reasons and impacts. | — |
outcome-summary | Outcome Summary confidential Summary of outcomes, changes, and what to do next (30/60/90 days). | — |
parenting-plan-draft | Parenting Plan Draft confidential A working draft of a parenting plan that outlines schedules, decision-making rules, exchanges, and conflict-resolution steps. | — |
parenting-time-order | Parenting Time Order confidential A court order that sets a parenting-time schedule and related requirements, including exchanges, notice rules, and enforcement terms. | — |
participation-agreement | Participation Agreement confidential An agreement defining participation expectations, confidentiality boundaries, fees, and conduct rules for a service or program. | — |
parties-household-directory | Parties & Household Directory confidential Directory of parties, children, households, and safe contact methods. | — |
pattern-detection-summary | Pattern Detection Summary confidential Summary of repeated triggers, time windows, and escalation patterns. | — |
placement-summary | Placement Summary confidential A summary describing the child’s current placement, stability factors, needs, and any recommendations or follow-up steps. | — |
platform-report-log | Platform Report Log confidential Log of reports made to online platforms and results (tickets, responses). | — |
pleadings-and-motions | Pleadings and Motions confidential A compiled set of pleadings and motions filed in the matter, used to track requests, responses, and the procedural record. | — |
preparation-handouts | Preparation Handouts confidential A set of participant-ready handouts that explain the process, expectations, and tools to support follow-through. | — |
progress-notes | Progress Notes confidential Clinical progress notes documenting session content, observed symptoms, interventions used, and plan for next steps. | — |
progress-report | Progress Report confidential A periodic report summarizing progress toward goals, services delivered, barriers, and recommended next actions. | — |
proposed-order-template | Proposed Order Template sensitive Fillable proposed order outline aligned to requested relief. | — |
qualification-statement | Qualification Statement confidential A statement describing qualifications, scope of work, and limitations to clarify role, expertise, and boundaries. | — |
referral-and-consent-forms | Referral and Consent Forms confidential A set of referral and consent documents used to initiate services and authorize limited information sharing when required. | — |
referral-list | Referral List confidential Curated referral list of vetted local resources and professionals. | — |
referral-tracking-sheet | Referral Tracking Sheet confidential A sheet tracking referrals made, contact attempts, appointment status, and outcomes to ensure follow-through. | — |
release-of-information-form | Release of Information Form confidential A signed authorization permitting release of specified information to named parties within a defined purpose and timeframe. | — |
reporters-certificate | Reporters Certificate confidential A reporter’s certificate verifying transcript preparation details, accuracy, and any applicable certification statements. | — |
representation-agreement | Representation Agreement confidential A written agreement defining legal representation scope, responsibilities, fees, and client expectations. | — |
resource-plan | Resource Plan confidential Plan of recommended services, responsibilities, and target dates. | — |
resource-referral-list | Resource Referral List confidential A curated list of resources and referrals with contact details, eligibility notes, and access steps for support services. | — |
resource-referral-packet | Resource Referral Packet confidential A bundled packet of referral resources, eligibility notes, and contact steps tailored to the family’s needs. | — |
response-decision-tree | Response Decision Tree sensitive Guide for deciding whether to ignore, clarify, propose, or escalate. | — |
review-hearing-schedule | Review Hearing Schedule confidential A schedule of upcoming review hearings with dates, purposes, deadlines, and required proof for each checkpoint. | — |
risk-screen-notes | Risk Screen Notes confidential child-safety Structured notes from initial risk screening (safety, escalation, stalking, child wellbeing). | — |
safe-exchange-protocol | Safe Exchange Protocol sensitive child-safety Written protocol for low-conflict custody exchanges (location, timing, roles). | — |
safety-plan | Safety Plan confidential child-safety Per-case safety plan produced by safety-review. Identifies risks, protective factors, response steps, and surfaced crisis resources. Data sensitivity: confidential. | — |
school-support-packet | School Support Packet confidential Packet with key school contacts, meeting goals, and communication templates. | — |
screenshot-log | Screenshot Log confidential Log that records screenshots captured, source, timestamp, and storage location. | — |
service-of-process-tracker | Service of Process Tracker confidential Tracker for service attempts, dates, proof, and outcomes. | — |
session-notes | Session Notes confidential Objective notes documenting what occurred in a session, key observations, and follow-up actions within scope. | — |
session-summary | Session Summary confidential A concise summary of a session’s goals, topics covered, outcomes, and next steps. | — |
settlement-agreement | Settlement Agreement confidential A signed agreement documenting the final negotiated terms, responsibilities, and deadlines. | — |
settlement-agreement-or-consent-judgment | Settlement Agreement or Consent Judgment confidential A court-ready agreement resolving issues by consent and setting enforceable terms approved by the court. | — |
settlement-term-sheet | Settlement Term Sheet confidential A brief term sheet capturing the essential settlement terms to be finalized into a full agreement or order. | — |
stakeholder-map | Stakeholder Map confidential Map of professionals, agencies, and decision-makers involved in the case. | — |
status-update-memo | Status Update Memo confidential A short memo summarizing current status, recent developments, action items, and upcoming deadlines. | — |
substance-use-monitoring-log | Substance Use Monitoring Log sensitive A log tracking compliance with substance use monitoring requirements, including test results and missed appointments. | — |
supervised-visitation-report | Supervised Visitation Report confidential A detailed report documenting the circumstances, observations, and outcomes of supervised visitation sessions. | — |
support-order-worksheet | Support Order Worksheet confidential A worksheet organizing inputs and calculations used to draft or review child/spousal support order terms. | — |
teacher-communication-template | Teacher Communication Template sensitive Short template for neutral, child-focused teacher communications. | — |
team-meeting-notes | Team Meeting Notes confidential Meeting minutes capturing decisions made, risks noted, action items assigned, and deadlines for follow-up. | — |
technology-access-report | Technology Access Report confidential A report documenting a child’s access to required technology for education and communication. | — |
temporary-orders | Temporary Orders confidential A temporary court order setting short-term rules for custody, support, safety, and case structure until final resolution. | — |
terminology-glossary | Terminology Glossary confidential A shared glossary defining key terms, acronyms, and role language to reduce misunderstandings and disputes. | — |
timeline | Source-Based Timeline confidential Chronological case timeline with source attribution per entry. Produced by timeline-builder. Used by Attorney workflows, Documentation Timeline GPT, court-packet-assembly. Data sensitivity: confidential. | — |
timeline-of-events | Timeline of Events (Master) confidential Chronological narrative supported by citations to evidence items. | — |
treatment-plan | Treatment Plan confidential A written plan detailing clinical goals, interventions, responsibilities, and timelines with measurable progress markers. | — |
updated-goal-plan | Updated Goal Plan confidential An updated goal plan converting new information into measurable goals, tasks, owners, and timelines for the next period. | — |
written-bench-memorandum | Written Bench Memorandum confidential A judge-facing memo summarizing the record, issues for decision, applicable standards, and recommended rulings. | — |