Meetings

AI notetaker built for a high-stakes setting

The Meetings module helps busy case managers make the most of every minute with clients, from briefings to case notes. Careful design and intensive testing ensures that AI generates tight summaries that capture key information while minimizing the risk of meaningful errors.

Write case notes without writing case notes

After every meeting, the module produces a draft summary and recommended next steps formatted as case notes.

  • Highlights crucial data points such as employment and housing.
  • Adapts to different meeting types: notes look different for an assessment versus a follow-up contact.
  • Presents case notes as drafts for human review: nothing goes on the record without the officer's approval.
No items found.

Be prepared and keep getting better

Meetings is more than a notetaker. It puts the notes to work, with briefings, agendas, and feedback to help staff perform to their potential.

  • Provides whole-person snapshots, from education progress to family health concerns, to build on past encounters.
  • Suggests discussion topics to foster conversations that go deeper than compliance checklists.
  • Coaches staff on opportunities for improvement, such as active listening techniques, based on observed performance.
No items found.

Responsibly built to avoid harmful errors

General AI notetakers are prone to mistakes. Recidiviz employs several layered technologies and evaluations to make sure case notes accurately reflect reality.

  • Built with several filters and checks to verify important information is captured and correctly characterized
  • Reviewed by human and/or automated systems for quality and avoidance of harm after every single meeting
  • Requires staff member who led the meeting to review and edit notes before they enter the record.
  • Customized for each state's unique terminology, including acronyms and facility names.
No items found.

Built for real-life use cases

Being in the field or far from Wi-Fi is no barrier to using the Meetings module.

  • Download the iOS app for access to all past meetings, and jot notes during live meetings
  • Record conversations with any device, including desktop computers and mobile phones
  • Works offline, allowing recordings to be stored and uploaded once reliable internet becomes available
No items found.

The tool makes my note taking much faster and I also feel the notes are more informative and capture things I may have forgotten we even talked about.

Bryan Evans

Case Manager

Arizona Department of Corrections, Rehabilitation and Reentry

Frequently Asked Questions

How does the Meetings module fit into existing workflows?
+

Before each meeting the module generates an agenda aligned to the individual's current goals. During the meeting it records and transcribes. Afterward it produces a concise summary and recommended next steps formatted as case notes.

Is the AI summary the official record?
+

No. The AI-generated notes are presented to the staff member for review and edit before any record is added or changed in the system. A human is always in the loop.

What about state-specific policies around recording or retention?
+

The module adapts to each state's specific policies including whether to retain or delete audio files and transcripts.

Does it offer coaching as well as note-taking?
+

Yes. The module provides lightweight, in-the-moment coaching grounded in motivational interviewing and other DOC best practices, helping officers strengthen rapport, ask more effective questions, and translate each contact into concrete progress.

Where can it be used?
+

It supports both facility case managers and supervision officers. For probation and parole the module is mobile-enabled so it can be used during field visits.

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.