Forms and Templates
Case Review and Court Report Forms
Upload New Driver’s License or Proof of Insurance
Optional Notetaking Forms
Sample Correspondence
Team Leader Forms
Case Review and Court Report Forms
Case Review
Prior to your case review, download the form and assign the appropriate file name, for example: CaseReview AshleyS YYYY-MM-DD. Complete the form and upload it to the link sent to you in email, or log in and upload to ShareFile>Shared Folders>Volunteer Advocate Information>Case Review Forms>Completed Case Review Forms>YYYY-MM-DD. You will receive an email reminder one week prior to your case review, and the form is due on the Tuesday before your case review.
Court Report Worksheet
This form must be completed 3 weeks before all court hearings (except continuances) so Case Management can begin to work with you on your Court Report. Download the form and assign the appropriate file name, for example: CRWS AshleyS YYYY-MM-DD (where YYYY-MM-DD is the hearing date). Complete the form and upload it to the @casaexchange folder in your child’s ShareFile folder.
Court Report Addendum Worksheet
Use this form when you want the Court and all interested parties to be aware of new information after a court report has already been submitted and before the actual hearing takes place. Download the form and assign the appropriate file name, for example: CRAWS AshleyS YYYY-MM-DD (where YYYY-MM-DD is the hearing date). Complete the form and upload it to the @casaexchange folder in your child’s ShareFile folder.
Court Memorandum Worksheet
Use this form to update the Court when:
- you have new information after a court report has been submitted,
- you are new to a case and don’t have enough information to complete a full court report but do have some information to share with the Court, or
- any other time as needed.
Download the form and assign the appropriate file name, for example: CMWS AshleyS YYYY-MM-DD (where YYYY-MM-DD is the hearing date or current date if no hearing). Complete the form and upload it to the @casaexchange folder in your child’s ShareFile folder.
After Court Report
This form must be submitted immediately following your court hearing. It will be reviewed by your Case Coordinator before it is filed in your dependent’s ShareFile folder.
Upload New Driver's License or Proof of Insurance
Click here to upload your document.
Optional Notetaking Forms
Initial Case Assessment Form
Use this form to plan and prioritize your activities after case assignment.
Case Notes, Word Format
Case Notes, Excel format
Use this form to track your case work and help with your monthly paperwork and Court Reports.
Sample Correspondence
Intro letter to Social Worker Requesting File Review
An example of a letter from a CASA volunteer to a social worker.
Intro letter to School Requesting Cum File Review
An example of a letter to a child or youth’s school requesting access to files.
Intro Letter to Therapist
An example of a letter to a child or youth’s therapist introducing the CASA and establishing the relationship.
Letter to New School Introducing Student/CASA Relationship [Coming Soon]
Email to Child’s Attorney Introducing CASA [Coming Soon]
Team Leader Forms
CASA Quick Guide – Volunteer Hours Log Team Leader Approval
60-Day Review
Team Leaders to complete every two months and send to your Case Supervisor.