Connected casework.

From incoming signals to conversations, documents, decisions, and follow-through.

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Product vision

One accountable path through a case. Working beta and pilot modules cover parts of this journey today; the complete cross-program experience is in development.

Start where the work starts.

A monitoring report, an office visit, a field contact, a court deadline. Each creates facts to understand and actions to take. Lowell Works helps teams carry that context forward without losing the source or the person responsible for the decision.

Pilot workflow

Pretrial Bond monitoring and response

Put vendor reports, exceptions, officer review, and court communication in a traceable workflow.

  • Ingest monitoring reports from email, attachments, or manual upload, preserving the original source.
  • Turn report findings into structured events for violations, missed samples, no-report conditions, and installation issues.
  • Apply deterministic triage rules so officers see the event, severity, participant context, and source evidence together.
  • Prepare court-ready summaries and case-system language as drafts for human review.

Built in the Hidalgo pilot code. Live intake, external delivery, and production use have separate activation gates.

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Pilot workflow and product vision

Know what needs attention today

Move from a long caseload to a clear view of the work that needs an officer.

  • Review monitoring events and source-linked officer queues in the Hidalgo pilot.
  • See open promises, deadlines, scheduled check-ins, no-shows, inbound updates, and patterns in one future daily view.
  • Keep routine activity distinct from exceptions that call for judgment or supervisor attention.

The combined morning workspace shown in the Casework Copilot demo is an illustrative product vision.

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Available in beta and product vision

Prepare with the case in view

Bring relevant history and evidence to the conversation before it begins.

  • Work with client-specific PDF, DOCX, TXT, and CSV case-history sources in the Case Buddy beta.
  • Generate cited history summaries with visible source coverage and gaps.
  • Build toward a concise check-in brief that connects conditions, intake factors, prior contacts, open actions, and recent signals.

The automatically assembled, cross-system case glance in the demo is a product vision.

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Available in beta

Be present for the check-in

Capture a contact in the way the situation allows, then review what was actually said.

  • Record a consent-logged visit, upload audio, dictate an officer recap, or use typed notes.
  • Review time-stamped transcript segments and confirm or mark speaker roles as uncertain.
  • Keep officer context separate from a recording and retain the original provider transcript.
  • Withdraw recording permission and stop further transcription under the beta workflow.

Case Buddy beta supports these paths. Live room recording and field reliability still require a supervised trial. The demo's condition-aware travel and household alerts during a conversation are product vision.

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Available in beta

Turn source material into reviewable work

Draft in an agency format, with the source and the missing facts still visible.

  • Prepare editable notes, chronos, case plans, and factual court-report drafts using published, versioned templates.
  • Trace recorded claims to transcript times and document claims to case-history sources.
  • Check citations and AI support, then review, edit, attest, and approve before handoff.
  • Copy structured case-management fields or export approved work as Word or a print-ready view.

Court reports require case-history sources; a single visit is not a full case history. Travel-pass and residence-change form drafts in the standalone demo show a future workflow. Case-management entry remains a staff-confirmed handoff, not automatic filing.

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Pilot workflow and product vision

Coordinate a decision, not just a document

Give officers and supervisors the facts, source, and decision history they need to act.

  • Hidalgo provides officer and supervisor review queues for monitoring work.
  • Case Buddy requires a human approval action for each work product and preserves edits and review state.
  • The future connected workflow can drill into a risk signal, compare transcript, intake, and case-file evidence, then assemble a supervisor packet.
  • Return the supervisor's decision and approved next steps to the officer with the full decision history.

The demo's named-association match, residence background check, connected escalation packet, and risk reclassification are product vision. Any external records would require agency-authorized access. Lowell Works does not make a supervision decision on an officer's behalf.

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Available in beta and product vision

Make the next step a plan

Carry the discussion into an editable plan for support, contact, and follow-up.

  • Draft a case plan against a published agency template in Case Buddy.
  • Bring officer observations, historical sources, and supervisor direction into the review.
  • Develop a future workflow for approved interventions, referrals, contact cadence, dates, and open commitments.

The demo's employment, peer-association, and housing interventions are illustrative. Automated resource matching and activation are product vision. An officer or supervisor chooses the response.

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Product vision with pilot foundations

Close the loop with reviewed outreach

Keep people informed without turning a draft into an unreviewed send.

  • Prepare follow-up text or email in the context of an approved casework action.
  • Explore future employer and service-partner matching, with each application or referral reviewed before it leaves the team.
  • Respect contact preferences, consent, and staff review before an external message.
  • Track what was approved, what was sent, and what still needs attention.

Hidalgo has consent-aware, reviewed SMS foundations under rollout gates. The demo's immediate multi-channel sends, employer matching, and bulk applications are product vision.

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Shared principles. Clear accountability.

These controls recur across the current modules. A single cross-program workspace is the direction, not a claim that the products already share one deployment.

Role-based access

Agency, program, and case assignments limit who may view and act.

Source preservation

Preserved reports and files stay linked to derived work. Transcript timestamps support review; audio follows consent and retention rules.

Domain events

Incoming facts, system interpretations, drafts, and human decisions have distinct records.

Audit trail

System and user actions, including edits, approvals, denials, and access, can be traced.

Human review

Consequential filing, sending, and decisions require the responsible person.

Agency fit

Versioned templates and program rules keep output aligned with local practice.

Start with your hardest workflow.

Tell us where the work slows down. We can show what is working in beta and pilot code, and discuss the connected direction.

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