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.

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

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

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

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


Bryan Evans
Case Manager
Arizona Department of Corrections, Rehabilitation and Reentry
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.
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.
The module adapts to each state's specific policies including whether to retain or delete audio files and transcripts.
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.
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.
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.