Case Manager
Open workload
Overnight street parking
RespondedNotice extracted. Formal reply drafted.
Unapproved patio shade
Needs documentsWaiting 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?
Will Case Manager keep my notice and drafts linked?
Can Case Manager send USPS Certified Mail?
Is Case Manager only for lawyers?
How does Notice Extract fit in?
Does Case Manager draft letters itself?
Can a household member help?
Is Case Manager a board management portal?
Explore more
Related tools in the same workspace
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.