Case management guidance: foundations, case pathway and glossaryThe thinking behind the Case Management Pack, the pathway a case follows, and the terms used throughout it.Coming soon
Case notes template (CM21) with the Seven Documentation Shifts aide memoireA case notes template built on the Seven Documentation Shifts, so records hold pattern, context and the survivor's own words.Coming soon
Case Documentation ToolAn interactive tool for building a case record that carries identity and structural context alongside the chronology.Coming soon
Seven Documentation Shifts: summarySeven changes to the way cases are written up, each one making the record more accurate and more useful later.Coming soon
Seven Documentation Shifts: full framework with worked examplesThe full framework with worked examples, showing the same case recorded poorly and then recorded well.Coming soon
Aide memoires for practitionersShort prompt sheets for use in the room, covering the questions that are easiest to lose under caseload pressure.Coming soon
CM1 Referral and first contact recordRecords the referral and the first contact, including who referred, what was said and what was agreed.Coming soon
CM2 Case intake formCaptures the full picture at intake, covering the survivor's circumstances, household, identity and immediate needs.Coming soon
CM3 Communication and access planRecords how a survivor wants to be contacted, and the access needs that must be met for support to work.Coming soon
CM4 Consent, confidentiality and information sharing agreementRecords consent and information sharing in writing, so the survivor knows what is shared and with whom.Coming soon
CM5 Sharing without consent: decision recordRecords a decision to share without consent, the legal basis for it, and what the survivor was told.Coming soon
CM6 Risk identification summarySummarises identified risk in one place, covering the person causing harm, the survivor and the systems involved.Coming soon
CM7 Pattern of abuse mapMaps the pattern of abuse over time, so coercion and control stay visible rather than lost between incidents.Coming soon
CM8 Structural barriers and needs assessmentAssesses the structural barriers shaping a survivor's options, covering money, status, housing, health and discrimination.Coming soon
CM9 Children and young people recordRecords the children in a household, what they have experienced, and the safeguarding decisions made about them.Coming soon
CM10 Counter-allegation and primary perpetrator checkA structured check for working out who the primary perpetrator is when counter-allegations have been made.Coming soon
CM11 Individualised safety and support plan (core)The core safety and support plan, written with the survivor and reviewed as their circumstances change.Coming soon
CM12 Options and advice recordRecords the options discussed and the advice given, so a survivor's decisions are evidenced and can be revisited.Coming soon
CM13 Support and advocacy planRecords what the advocacy will cover, who does what, and what the survivor wants from the work.Coming soon
CM14 Professional network and case contactsHolds every professional involved in a case, with their role and contact details, in one place.Coming soon
CM15 MARAC referral narrative and preparationPrepares a MARAC referral, covering the narrative, the evidence and what the survivor wants raised.Coming soon
CM16 MARAC and multi-agency action trackerTracks the actions agreed at MARAC and other multi-agency meetings, and whether they were actually done.Coming soon
CM17 Criminal justice trackerTracks a case through the criminal justice process, covering dates, decisions and the survivor's entitlements.Coming soon
CM18 Civil and family court trackerTracks civil and family proceedings, covering orders, hearings and the support a survivor needs at each stage.Coming soon
CM19 Immigration, NRPF and destitution trackerTracks immigration status, applications and destitution support, so nothing lapses while a case is open.Coming soon
CM20 Professional challenge and escalation recordRecords a challenge made to another agency, what was asked of them, and what happened afterwards.Coming soon
CM22 Cross-system chronologyBrings events across police, health, housing, children's services and immigration into a single chronology.Coming soon
CM23 Emergency contact recordHolds the emergency contacts and arrangements a survivor has agreed, ready for the moment they are needed.Coming soon
CM24 Case and risk reviewA structured review of the case and the risk, recording what has changed and what the plan is now.Coming soon
CM25 Supervision and case reflection recordRecords supervision discussions and reflection, including the decisions made and the support the practitioner needs.Coming soon
CM26 Case closure and exit planCloses a case properly, covering what was achieved, what remains open, and how a survivor comes back.Coming soon
CM27 Survivor-defined outcomes and feedbackRecords outcomes in the survivor's own terms, and what they say about the support they received.Coming soon
CM28 Follow-up contact recordRecords follow-up contact after closure, and anything suggesting a case should be reopened.Coming soon
Case Management Pack: all 28 forms, editable Word with licence to adaptAll twenty-eight forms as editable Word documents, with a licence to adapt them to your own service.Coming soon