Set it up once
Configure the records, patterns, and rules for how your operation actually runs.
Structured onboarding fields capture the participant information you rely on downstream.
Capture each participant's key details up front with a guided onboarding flow.
Record how their plan is managed so billing and claims pick the right path.
Hold the NDIS number where it's needed, ready for agreements and claims.
Configure the records, patterns, and rules for how your operation actually runs.
Automation handles the routine and prepares the outputs, with your managers keeping the review gate.
Approve what matters, act on what's flagged, and keep the evidence organised for audits.
Participant records with the detail NDIS operations need.
Clients & CoordinationRecord a participant's representative and exactly what they're authorised to do.
Clients & CoordinationHold each participant's billing and funding-management profile in one place.
Clients & CoordinationKey changes to a participant are recorded with who did it and when.
Clients & CoordinationManage caseloads, log billable case notes, track budgets, and run goals, tasks and referrals.
Clients & CoordinationBudget burn rolls up funded amounts, consumed (billable) work, and what remains per participant.
Start your free trial, or book a demo to see it with your own operation in mind.