Set it up once
Configure the records, patterns, and rules for how your operation actually runs.
Record a participant's representative and exactly what they're authorised to do.
Record who acts for a participant and how they're related, in one clear place.
Capture exactly what a representative is authorised to do, so the right person signs and is informed.
Consent flows through to agreements and communications, so authority is always respected.
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 & CoordinationStructured onboarding fields capture the participant information you rely on downstream.
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.