See exactly how it works, then explore on your own
Flags missing records automatically
Real-time compliance scanning watches every participant file. Missing notes, overdue reports, unsigned consents — surfaced instantly so nothing slips through an audit.
Court-ready packets in under 60 seconds
Select a date range, choose sections, and export a professional PDF packet — notes, attendance, goals, incident logs — formatted for court, funders, or state review.
Professional documentation in seconds
Staff answer a few quick prompts and the AI drafts a structured, professional narrative. Full control to edit before submitting — no shortcuts, just faster and better documentation.
Intake through discharge in one file
A single unified file follows each participant from first referral through discharge. Every note, goal, incident, and consent is linked, searchable, and exportable.
AI-assisted narrative generation
Enter attendance and participation data — CaseNote Vault generates a full narrative summary ready for supervisor review, approval, and funder submission.
Ready to try it for real?
Test the full workflow tailored to your program type and documentation needs.
No setup fees, no long-term contracts. Start a 30-day pilot and see what your team can document in 30 days.