For LEAD & community diversion programs
Case management built for the way diversion works.
LEADnotes keeps referrals, encounters, goals, and outcomes for every participant in one secure, mobile-ready place — so your team spends less time in paperwork and more time with people.
Built for the field
Log an encounter, scan a document, or reach a participant with one tap — from wherever the work happens.
Measures what matters
Validated readiness and satisfaction surveys, auto-scored, with links participants finish on their own phone.
Reporting that adds up
Program dashboards by category and case manager, state reports, and custom exports — ready when you are.
Private by design
Isolated agency data, two-step login, automatic idle logout, and a full audit trail.
Everything in one system
A complete toolkit for participant care
From a first referral to lasting community connections — the full record of every participant, and the tools your team uses every day.
Participant Management
Complete profiles — demographics, contacts, addresses, insurance, and housing history in one place.
Tap-to-call & text — reach a participant from any phone number in a single tap.
Status tracking — color-coded statuses with a full history of every change.
Caseloads — assign a primary and additional case managers per participant.
Light-touch flag — mark participants who need lighter contact, admin-controlled.
Documents — folders, uploads, and scan-to-PDF straight from a phone camera.
Encounters & Case Notes
One-tap logging — save in a tap, edit for 24 hours, then locked for record integrity.
Required essentials — outcome, method, and time-spent stay complete on every note.
Services & items — hierarchical service categories and items given with estimated value.
Structured assessments — built from a reusable domain and phrase library.
Location autocomplete — accurate places without the typing.
Surveys & Outcomes
URICA & satisfaction — auto-scored, with readiness stages surfaced instantly.
Self-serve links — email a private, one-time survey a participant completes on their phone; it logs just like an in-person visit.
Photo-scan — snap a completed paper survey and it fills itself in.
Printable forms and clear, scored results views.
Goals & Case Planning
Goals & objectives — with assignees, priorities, and status tracking.
Progress notes — a running record of movement on every goal.
Referrals
Intake to enrollment — review a referral and convert it straight to a participant.
Saved sources — referring agencies and officers auto-fill new referrals.
Referral documents and built-in duplicate cleanup.
Scheduling
Calendar & appointments — schedule visits and reminders alongside the record.
Recurring series — set up repeating appointments once.
Releases of Information
ROI forms — capture agencies, purposes, and applies-to scopes on each release.
Expiration handling — know what's active and what's lapsed at a glance.
Reporting & Analytics
Program dashboard — referrals and connections broken down by service category and by case manager.
State reporting — ready-made monthly reports (e.g., WASPC) as Word documents.
Exportable PDFs of the on-screen breakdowns.
Data Import & Export
Bring your data — bulk import from a prior system with guided column mapping.
Custom exports — build spreadsheets with sortable filtering, and save them as templates.
Ready-made exports — encounters, items given, new referrals, and per-participant records.
Security & Administration
Isolated data — your agency's records are fully private and separated from every other agency.
Two-step login & auto logout — email codes, forced resets, and a mobile-hardened idle timeout.
Audit log — a complete record of who did what.
On-screen PII masking — hide sensitive fields when sharing a screen.
Admin console — manage users, categories, agencies, and program settings.
Partner Access Optional
Law-enforcement portal — a restricted, read-only view with configurable access scopes.
Built for LEAD — give partners exactly what they need to see, and nothing more.
See it running on your program's workflow.
LEADnotes is built and supported hands-on for diversion and outreach teams. Reach out for a live walkthrough tailored to how your agency works.