CASE MANAGEMENT

Organize Every Family Case in One Secure Place

Stop juggling spreadsheets and email threads. Visit Proof centralizes case plans, court orders, contact information, and family documents so your team can onboard new families faster, share updates in real time, and maintain the transparent, accountable records courts expect.

Case management dashboard

CASE RECORDS

Onboard New Families in Minutes

Create a case, assign supervisors, upload court orders, and set visitation goals—all from one screen. Every team member sees the same up-to-date information, whether they’re in the office or in the field.

  • Upload Case Plans

    Attach court orders, custody agreements, and service plans directly to each case

  • Goal Setting

    Define and track visitation objectives so progress is measurable and reportable

  • Parental Access

    Give parents a secure view into schedules and visit summaries—building trust and transparency

Visit Proof case records screen showing uploaded documents and family details

CONTRACT MANAGEMENT

Track Agreements and Payment Responsibilities

Store service agreements alongside each case, assign cost-sharing percentages to each parent, and keep a clear audit trail as responsibilities change over time.

  • Secure File Storage

    Centralized repository for contracts, invoices, and signed agreements

  • Responsibility Tracking

    Assign and adjust cost-sharing percentages per parent at any time

  • Version History

    See when agreements were updated and by whom for full accountability

Visit Proof contract management showing payment responsibility split between parents

Frequently Asked Questions

Ready to simplify your case management?

Start your 30-day free trial today and see the difference Visit Proof can make.