Case Planning

Personalized, actionable case plans at scale

Rigorously tested AI helps staff build comprehensive, personalized plans —the plans they would design if time were no object — for every person, throughout the corrections process.

Start with the whole person, not just a risk score

Case Planning can gather detailed information through a conversational chatbot, surfacing humanizing details that traditional risk and needs assessments aren't designed to capture.

  • Supports much longer and deeper conversations than most case managers have the time for.
  • Covers housing, employment, healthcare, family, education, and other reentry-critical topics.
  • Operates in a judgment-free environment that draws out richer information than a checkbox form.
  • Supports both chatbot self-service and recorded staff interviews.
No items found.

Replace generic checklists with real plans

After each assessment and check-in, the module generates a personalized Action Plan written in accessible, encouraging language. The plan lays out concrete goals and actions across the most important areas.

  • Tracks changes in key topics, including housing, employment, and education.
  • Presents next steps, such as contacting service organizations, as clear action items for clients to pursue
  • Supports handoff between transition points and staff without re-starting from scratch.
No items found.

Connect people to resources that actually exist

A centrally updated Resource Bank including proven partner organizations, optimized by a proximity-based referral system, matches each individual's needs to community resources in their reentry location.

  • Maps accessibility via driving and public transit.
  • Pulls from a continuously updated resource directory rather than static lists.
  • Integrates with strategic partners so clients can begin services like SNAP applications directly.
No items found.

Built responsibly so every single client benefits from AI

The module is carefully constructed, painstakingly evaluated, and continually monitored to ensure that all case plans accurately reflect inputs and produce genuinely helpful outputs.

  • Designed for a human in the loop, ensuring staff review and verify AI outputs.
  • Evaluated rigorously to ensure outputs meet stringent standards for accuracy.
  • Grounds case plan outputs with precise citation of clients' verbatim responses.
  • Developed in consultation with corrections staff in facilities and supervision, national reentry experts, and current and formerly incarcerated individuals.
No items found.

Having holistic information about an individual's pending release will only help increase the chances for a successful transition into the community, without creating a bunch of extra work for our CM staff.

Cory Barrier

Deputy Chief

Idaho Probation & Parole

Frequently Asked Questions

Does the Case Planning Assistant replace our existing risk and needs assessment?
+

No. The Case Planning Assistant is designed to complement not replace validated risk and needs assessments. It layers on top to gather the detailed case-planning information that formal risk tools aren't designed to capture.

How is AI output reviewed before it's used?
+

Every AI-generated report is delivered to a staff user for review and edit before it enters the system of record. Behind the scenes we run automated evaluation pipelines plus 100% manual human review of production outputs.

Does it match individuals to real local resources?
+

Yes. The Action Plan is matched to community resources in the individual's planned reentry location using a proximity-based referral system that can map accessibility via driving or public transit.

Can it be configured for different intake points?
+

Yes. Every assessment can be fully configured — what topics are covered, what outputs are generated — to fit specific use cases whether facility pre-release probation intake or community reentry.

Does it support people with low literacy or low digital literacy?
+

Yes. The chatbot includes speech-to-text and text-to-speech to make assessments accessible to everyone.

Recidiviz Corrections Platform

Software to support processes and improve outcomes from intake through reentry. Built to expand, adapt, and save your department time and money for years to come.

Copyright © 2017, Recidiviz. All Rights Reserved.