Case Management · Social Services · Benefits Navigation

Built for the
moment the
case is live.

Caseline℠ is a custom-built performance support guide for case managers, social workers, and benefits navigators — built for the live moment when the situation is active, the stakes are high, and training is nowhere in the room.

Book $300 Discovery Call → See the Situations
Live Scenario
"The client just disclosed something that may require a mandatory report. You're mid-session. You need to know exactly what to do right now — not after the fact."
"The family is asking about housing. The client has a prior conviction. You don't know the current HUD rule. You need the answer before this session ends."
14
Confirmed Situations
4
Research Dives
2wk
Delivery
What It Covers

14 Confirmed Situations

Every situation sourced from primary research — NASW, CAPTA, HIPAA, ICWA, Elder Justice Act, MHPAEA, and more. Nothing invented. Nothing assumed.

S-01
Hard Stop
Mandatory Reporting Trigger
Immediate protocol when disclosure or observation triggers mandated reporter obligation — CAPTA, Elder Justice Act APS Final Rule, TVPA.
S-02
HIPAA
HIPAA Disclosure Decision
Minimum Necessary standard, authorization chain, subpoena handling, and right-of-access deadlines under 45 CFR Parts 160/164.
S-03
Federal Benefits
SNAP / TANF Eligibility Determination
Income thresholds, drug felony bans by state, work participation requirements, verification documentation — PRWORA 1996.
S-04
Medicaid
Medicaid Enrollment / Referral
Citizenship/immigration status pathways, reentry suspension vs. termination (Jan 1, 2026), reinstatement process — Consolidated Appropriations Act 2024.
S-05
ADA Title II
ADA Accommodation Request
Interactive process obligations, documentation thresholds, WCAG 2.1 AA digital compliance deadline April 24, 2026.
S-06
Crisis Protocol
Mental Health Crisis — Suicidal Ideation
C-SSRS Columbia framework, direct language guidance, warm handoff protocol — SAMHSA TIC Six Principles.
S-07
SUD Confidentiality
Substance Use Disclosure — 42 CFR Part 2
Part 2-specific written consent requirements, enforcement active February 16, 2026 — stricter than HIPAA.
S-08
Housing First
Housing Instability Referral
Housing First standard, HUD One-Strike withdrawn 2025, VAWA protections, DV survivor pathways — HUD CoC NOFO FY2024-2025.
S-09
Mandatory Report
Elder Abuse / APS Reporting
Elder Justice Act APS Final Rule (June 7, 2024), reasonable suspicion standard, OAA Title III follow-up services.
S-10
High Stakes
Trauma-Informed De-escalation
Recognizing trauma responses vs. defiance, environment management, boundaries protocol — SAMHSA TIC, NASW Code of Ethics 2021.
S-11
ICWA / Title IV-E
Child Welfare / Foster Care
Indian Child Welfare Act inquiry, tribal notification, placement preferences, Title IV-E eligibility — 25 CFR Part 23.
S-12
Second Chance Act
Reentry — Justice-Involved Client
Supervision status, SSI reinstatement window, Medicaid suspension rule (Jan 1, 2026), Fair Chance Act — SNAP drug felony by state.
S-13
Housing First
Homelessness — HUD CoC
Literal homeless vs. at-risk, VAWA emergency transfers and lease bifurcation, SOAR-assisted SSI/SSDI applications.
S-14
OAA Title III
Older Adult — OAA / APS Services
Age eligibility, nutrition/transportation/legal/caregiver screening, MHPAEA parity Final Rule (November 22, 2024).
The Process

How Caseline℠ Gets Built

Three steps from discovery call to guide in the hands of your team.

01 — Discovery
$300 scoping call
We map your team's live situations, population, regulatory environment, and the moments that most often go wrong. The call is non-refundable and credits in full to your first invoice.
02 — Research
Primary source research
Every situation is grounded in primary source citations — federal statutes, CFR, agency guidance, and professional codes. No inference. No assumptions. No gaps.
03 — Delivery
Guide in 2 weeks
Your custom Caseline℠ guide is delivered as a deployment-ready digital file — built for the browser, mobile-ready, and installable to any device with one tap. No IT required.
Investment

One process.
One contract.
Built for your organization.

Caseline follows the same proven build process as every Rudolph CX guide. It starts with a discovery call.

Discovery Call
$300
Non-refundable. Credits in full to your first invoice if you proceed. The discovery call is where we understand your organization’s service population, case types, and the live moments your case managers face — so we can recommend the right build scope before you commit to anything.
Build Tiers
$2,500 — $8,000+
Four tiers based on role complexity, number of situations, and scope. Your discovery call determines the right tier. 50% deposit before work begins. 50% on delivery.
Annual Update Retainer
$750 / guide / year
Keeps your guide current as regulations, policies, or platform workflows change. Covers one annual review cycle with revisions.
Book Discovery Call — $300
Book a Discovery Call

The $300 call is where it starts.

Tell us about your team, your population, and the moments that matter. We'll scope the guide and deliver a plan within 48 hours.

Rudolph CX LLC Durham, North Carolina
Discovery fee: $300 flat · Credits in full to first invoice