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Probation Case Management

Adult Offender

Often, Adult Offenders have a complex history and an equally complex set of details that tells their story.  Caseload Explorer was designed to ensure that the Adult Offender’s personal information and criminal history is captured and stored in an easily accessible manner.  Using the customizable Intake Wizard, the Person Record is created, storing the numerous details that your agency requires- from demographic detail such as date, age, and addresses to more unique details such as scars, marks and tattoos.  Additionally, Caseload Explorer captures other pertinent information such as cases, associates, address history, work history, program assignments and compliance…virtually everything you need to know about an Offender can be easily documented and accessed within the system.

Juvenile Offender

Caseload Explorer helps track and manage the Juvenile Offender in an efficient manner while adhering to security and judicial mandates.  As the Offender comes into the system, their Person record is created in Caseload Explorer storing demographic and personal information such as sex, DOB, address and phone as well as information related to their offense such as charge type, restrictions and conditions. 
Caseload Explorer also tracks their Active Referrals or Case file(s) as well the Supervisor and/or Caseworker assigned.  If the need arises to place the Juvenile in to a juvenile hall Caseload Explorer allows the Caseworker to handle intake with a customizable intake/release workflow and provides the functionality to track appointments and release information, manage property, record behavioral habits, and access events and disciplinary action easily. 


Still completing assessments by hand and struggling with an effective way to assess the risk level for an offender?  The days of completing assessments by hand, keeping track of paper files and trying to avoid potential errors when assessing risk factors are over.  Caseload Explorer provides users with an explicit, configurable and consistent Initial and Re-Risk Assessment process for effectively evaluating risk.  In addition, our application tracks multiple assessments, giving users easy reference and access to past or current assessments and automatically attaches them to the offender record. 


Caseload Explorer tracks all types of associations from friends, gang members, and co-defendants, to relatives, experts and victims - users can store information and easily cross-reference offenders with other associated people.  Additionally, Caseload Explorer has a dynamic ability to manage organizational data allowing users to see which offenders are employed at a particular company, affiliated with a particular gang, or attending a specific school.


Caseload Explorer provides you with one of the most comprehensive case management systems available.  Users can easily track the vast array of events and details for any type of case, including: offender interview locations, supervision plans, drug court and mental health screening provisions, criminal histories, court and general date reminders, just to name a few.  All cases belonging to an offender can be searched or reported on by various criteria, and cases can be manually entered or imported from a third-party system like the court.


Creating and tracking both suggested and court-ordered conditions for offenders can be a cumbersome task, especially if an offender has multiple conditions with very specific circumstances.  Users can have peace of mind for tracking and creating conditions with Caseload Explorer, which comes pre-loaded with a list of common conditions and the ability to easily create new ones as needed.  With the "enter it once" and "use it again" mentality, efficiency is increased and tracking specific information for each offender is not only possible, it's easy.  Users are able to select standard conditions of probation with the click of a mouse, which automatically loads into pre-designed document templates.

Community Service

Managing community service hours can seem like a daunting task, but Caseload Explorer makes tracking community service hours seem like a breeze.  Users can create start and end dates as well as enter hours completed.  In addition, community service programs are configurable so you can track the information that is important to your agency.  It is very easy to add or remove community service hours if they are changed by the Court.  By tying all these components together, the offender's information is always right at your fingertips.

Document Management

Caseload Explorer boasts a unique document management system, featuring one centralized storage area for all related information, photos and documents.  Users can upload a variety of documents to a specific offender or case with a few clicks, and once a document is uploaded, it is immediately available electronically to review and update.  Caseload Explorer will allow departments to move away from hard copy storage, and scan documents right in the offender record.  With document management, the fear of duplication and juggling multiple systems vanishes as all users access the same case and offender records.

Document Assembly

Working in conjunction with Caseload Explorer's document management system, the intuitive Microsoft Word wizard makes shared templates or completing required forms a snap.  From internal departmental reports to external court and offender documents, the wizard can create word documents designed by the users themselves. Caseload Explorer's unique interface allows users to design word templates that interface with the Caseload Explorer data, automatically pulling over information from offenders, cases, events and officers, therefore populating documents at the push of a button.  This process will save hours of work for officers, and insure correct and up to date information is populating the document for use, every time.  When a document is created, it is automatically stored in the offender record with Caseload Explorer.


Keeping track of your own schedule can be challenging enough, but trying to keep abreast of others can sometimes seem impossible – until Caseload Explorer.  Whether you want to see upcoming court dates, appointments and other calendar information for a specific offender, or if you need to see the daily, weekly and monthly schedules of other officers, Caseload Explorer makes it available at your fingertips.  Each officer will be able to track and maintain their schedule, along with the schedule of offenders in daily, weekly and monthly views.  All calendar views are filter based, so you can see all or selected events scheduled.


Documenting and reviewing an event such as drug test, PSI review, and early termination is only part of what you need to do in your daily activities.  Recording, rescheduling and tracking events can be done with ease within Caseload Explorer, and that is just the beginning.  Caseload Explorer's event management functions help you attend to the varying tasks and responsibilities related to each event.  Anytime you enter an event, Caseload Explorer will prompt users to complete the required information and provide a link to the document template if required.  Caseload Explorer events are configurable, so each agency can have their own unique events.  Administrators and Users can even set up alerts or reminders on specific events. 


Whether you are working from your office, the court house, or a remote location, case supervision has never been easier.  Caseload Explorer allows you to track everything that is important to you, such as appointments, court dates, restitution, community service, program attendance, and so much more.  Caseload Explorer can be accessed remotely from the web, making case supervision more mobile than ever before.


Referring offenders to programs is an integral part of the criminal justice system, and more specifically to Evidence Based Practices.  Caseload Explorer provides the capacity to quickly record and store Program related information within the Offender’s Record.  Upon first glance of the Program record you will be able to see the “Type” of the Program the Offender has been referred to – Department of Rehabilitation and Correction, Counseling, Education, Work Release, etc.  The listing also shows the status of the program – referred, referral rejected, enrolled– in addition to the start date and scheduled end date.  On the primary screen of the Program record Caseworkers can easily view the number of days the Offender has participated in the program, and can quickly access more detailed information about the Program such as Attendance, Program Provider, Details, Milestones and Events.