of 6— Create a Notion Account

What you'll accomplish

By the end of this guide, you'll have a personal caseload dashboard in Notion — separate from the state system — where you can track required visit dates, upcoming court deadlines, and case status at a glance. Notion AI will help you maintain it and generate weekly case summaries for supervisory conferences.

What you'll need

A Notion account (free at notion.so)
Your current caseload list with required action dates
Time needed: 45–60 minutes to build; 10 minutes per week to maintain
Cost: Free / $10/month for Notion Plus (adds more AI features)

How-To Guide: Personal Caseload Tracker in Notion

Step 1: Create a Notion Account

Go to notion.so. Click Get Notion free and sign up with your personal email. Choose "For personal use" when asked.

What you should see: The Notion workspace — a sidebar on the left and a blank page in the center.