Your caseload, from draft to deadline.

Author every IEP, 504, and BIP on your caseload. See what the classroom actually delivered, and which renewal is next.

Book a Demo Watch the walkthrough

1Start with the exceptionsYour caseload opens ranked worst-first. You don't go looking for the problem.

Case Manager Dashboard

Compliance rate91%96%93%

Compliance issues412

Range

TodayThis WeekLast 2 WeeksLast 4 Weeks

Student Accommodations Overview

Student	Plans	Rate	Issues
Sam K.S-2041 · Grade 7	BIP	86%	3
Casey R.S-1774 · Grade 7	504	92%	1
Jordan P.S-1830 · Grade 7	IEP	100%	0
Maya L.S-2115 · Grade 6	504	100%	0
Devon W.S-1902 · Grade 8	IEP	100%	0

Student	Plans	Rate	Issues
Sam K.S-2041 · Grade 7	BIP	50%	1
Jordan P.S-1830 · Grade 7	IEP	100%	0
Casey R.S-1774 · Grade 7	504	100%	0
Maya L.S-2115 · Grade 6	504	100%	0
Devon W.S-1902 · Grade 8	IEP	100%	0

Student	Plans	Rate	Issues
Sam K.S-2041 · Grade 7	BIP	80%	1
Casey R.S-1774 · Grade 7	504	80%	1
Jordan P.S-1830 · Grade 7	IEP	100%	0
Maya L.S-2115 · Grade 6	504	100%	0
Devon W.S-1902 · Grade 8	IEP	100%	0

2See the actual logOne click opens the log itself: what was missed, and whether anyone wrote down why.

Log Issues

Non-compliantNon-compliant

AllAll

Sam K.BIPNon-Compliant

Rosa Alvarez2d left

Sam K.BIPWarning

Rosa Alvarez3d left

Casey R.504Warning

Rosa Alvarez9d left

Log Details: Sam K.

Apr 9, 2026BIP

Rosa AlvarezTeacher

Instructional Accommodations

Scheduled check-ins

Not LoggedMetNot MetN/A

Break pass

Not LoggedMetNot MetN/A

Notes

No notes were left.

Log Details: Sam K.

Apr 10, 2026BIP

Rosa AlvarezTeacher

Instructional Accommodations

Scheduled check-ins

Not LoggedMetNot MetN/A

Break pass

Not LoggedMetNot MetN/A

Notes

Sam declined check-ins; stayed on task and regulated independently.

3Assign it, don't chase itAny issue becomes a dated task, assigned to the teacher. You never edit their work.

Tasks01

ActiveAll

Assigned to Teachers

Add the missing note to Sam K.'s Apr 9 log

Due: Apr 22, 2026

All caught up. No tasks right now.

Log Issues

Non-compliantAll

Sam K.BIPNon-Compliant

Rosa Alvarez · Period 5 · Reading2d left

Casey R.504Warning

Rosa Alvarez · Period 3 · Math9d left

Log Details: Sam K.

Apr 9, 2026BIP

Rosa AlvarezTeacher

Instructional Accommodations

Scheduled check-ins

Not LoggedMetNot MetN/A

Break pass

Not LoggedMetNot MetN/A

Notes

No notes were left.

Assign Task to Rosa Alvarez

Title

Add the missing note to Sam K.'s Apr 9 log

Priority

Normal

Due date

Apr 22, 2026

4Author the planNow the plan itself. A readiness score shows what is still missing as you write.

IEP for Devon W.K-12 Comprehensive IEP

Review readiness89%100%

Annual Goals

Goal 1

Condition

When given a grade-level science text and a graphic organizer

Behavior

Devon will identify the main idea and two supporting details

Criteria

in 4 of 5 weekly probes

Goal 1Goal 2

Condition

During independent work periods

Behavior

Devon will begin an assigned task within two minutes of the direction

Criteria

in 4 of 5 observed periods

5Nothing locks without a signatureThe parent and the case manager both sign, or it stays a draft.

IEP for Devon W.

Dana Whitfield
Case manager - 4/21/2026
Rosa Alvarez
Team member - 4/21/2026
Renee W.
Parent (Mother) - 4/21/2026

All required signatures are recorded.

6Walk in with the recordPull a dated report for any student and any range, down to the note written that day.

Summary Statistics

Compliant8

Warning3

Non-Compliant1

Compliance Rate91.7%

Daily Logs by Student

Sam K.

April 10, 2026Period 5 · Reading

Record: Submitted at Apr 10, 2026, 2:14 PM, locked

WARNINGScheduled check-ins: Not MetBreak pass: Met

Notes: Sam declined check-ins; stayed on task and regulated independently.

April 13, 2026Period 5 · Reading

Record: Submitted at Apr 13, 2026, 2:12 PM, locked

COMPLIANTScheduled check-ins: MetBreak pass: Met

April 14, 2026Period 5 · Reading

Record: Submitted at Apr 14, 2026, 2:15 PM, locked

COMPLIANTScheduled check-ins: MetBreak pass: Met

Questions a case manager should ask

Before it holds your caseload.

Ask any vendor. The last one is the one to insist on.

01Who puts students on my caseload?↗02Can I author an IEP, 504, or BIP in-app, or is it upload-only?↗03How do I see what the classroom actually delivered?↗04How far ahead does it warn me about a renewal?↗05Show me one accommodation, from the plan to Met or Not Met.↗

Trust & security

Student data, handled like it's student data.

FERPA

Built to FERPA requirements for education records.

SOC 2

SOC 2 compliant. Report available on request.

Data handling

Role-based access. A Standard DPA is signed.

Accessibility

Designed to meet WCAG 2.1 AA.

See it on your own roster.

Fifteen minutes: the log, the record, and the district view.

Book a Demo