Case Manager

Open workload

  • Overnight street parking

    Responded

    Notice extracted. Formal reply drafted.

  • Unapproved patio shade

    Needs documents

    Waiting on architectural guidelines from vault.

Notice, draft, and certified send stay on one thread.

Case workflows

Track notices, deadlines, and next actions in one paper trail

Track notices, due dates, response status, and next actions in one clear workspace so follow-ups, drafts, and certified send stay tied to the same case.

  • One workspace per issue: notices, vault files, drafts, and dates.

  • Track next steps so nothing falls through between letters.

  • Due dates stay visible from intake through reply.

Organization and workflow support. Not legal advice.

Outcomes

One paper trail per HOA notice.

  • One timeline per notice

    Follow a case from intake through reply without losing the original upload.

  • Deadlines stay visible

    Status and due dates sit next to next actions so urgent items are easier to prioritize.

  • Documents stay linked

    Keep ScoutVault evidence and generated letters attached to the same thread.

Inside this product

What you actually work with.

Case Manager keeps homeowner violation threads organized: intake, status, deadlines, and links out to Response Letters and Certified Send without a board portal story.

Capture due dates, claims, and supporting files as the starting record.

Open case

Overnight street parking

  • Cite

    Parking Rules §4.2

  • Draft

    Formal reply ready to send

    Tone locked. Certified send available on this thread.

One case card: extract, draft, and send without leaving the record.

One paper trail

From extracted notice to a draft you can verify

Stylized preview of Case Manager: confirm facts, set tone, generate the reply.

  • Status, fine, and deadline stay visible on the case card.
  • Draft without leaving the thread.
  • Save follow-ups and certified send on the same case.

Includes

What Case Manager keeps together.

  • Track notices
  • Draft and deliver
  • Close with a record

Case Manager

Tracking notices and replies.

Can Case Manager track multiple notices?
Yes. The case list supports multiple active and resolved cases.
Will Case Manager keep my notice and drafts linked?
Yes. Cases stay linked to your uploaded records and generated outputs.
Can Case Manager send USPS Certified Mail?
Yes. From a case you can use Response Letters to draft, then send USPS Certified Mail with tracking when you choose to.
Is Case Manager only for lawyers?
No. It is built for homeowners who need a clear paper trail and deadline view while they prepare responses.
How does Notice Extract fit in?
Notice Extract pulls structured fields from the letter so Case Manager can open with verified deadlines and claims instead of blank forms.
Does Case Manager draft letters itself?
Drafting happens in Response Letters, saved back onto the case so the timeline stays coherent.
Can a household member help?
Many households use the shared case thread to align on deadlines, drafts, and next actions.
Is Case Manager a board management portal?
No. Case Manager is for homeowners tracking notices and responses, not association administration.

Explore more

Related tools in the same workspace

  • Cases and delivery

    Notice Extract

    Automated violation notice parsing: pull due dates, fines, and key claims from uploads so you can open a case faster.

    Explore Notice Extract
  • Cases and delivery

    Response Letters

    Grounded response letters from violation context, your case documents, state law where available, and ScoutVault files you select, with…

    Explore Response Letters
  • Cases and delivery

    Certified Send

    Send USPS Certified Mail with tracking from your case, with optional standalone sends when available.

    Explore Certified Send

Track every notice

One timeline for deadlines and status

Move from intake to response without losing context. Case Manager keeps HOA notices linked to Response Letters drafts and Certified Send tracking on the same thread.

Free to start. Add certified delivery from Response Letters on a case when timing and proof matter.