Case Notes

Turn consultant notes and case materials into reviewed client outputs.

Use Case Notes when the important material is scattered across documents, calls, comments and expert judgement, and the final output needs sources and approval status.

What it handles

The workflow keeps materials, notes and judgement separate, so the consultant can review what will feed the final client output.

Case materials

Indexes existing files in place and records path, type, summary and review status.

Consultant notes

Ingests pasted notes, transcripts or summaries as first-class source material.

Reviewed judgement

Keeps facts, consultant judgement, Codex inference and open questions under explicit approval status.

What it produces

The generated files are designed to be reviewed before they are shared.

Output package

A traceable client output, not a loose chat summary.

case_manifest.json
material_registry.json
judgement_log.json
open_questions.json
decision_pack.md
decision_pack.docx

Approval gate

Pending consultant judgement is never silently promoted into the final output. Only approved entries are used in the client-facing draft.

Install from Plugin Pack

One ZIP installs all Mparanza plugins except Pro reporting engines. Case Notes is included; Reporting remains the Pro-only link.

Download ZIP