Everything you need. Nothing you don't.

A focused workspace for evaluators. No CRM, no billing, no parent portal, just the tools that make report writing faster and clearer.

Evaluation cases

Each case has subject info, referral, type, due date, and a tabbed workspace.

Records & documents

Private storage, per-document extraction status, and timeline events derived from sources.

Scores & observations

Capture instruments, subtests, standard/scaled scores, classifications, and behavioral notes.

AI draft sections

Generate Background, Procedures, Results, Summary, Recommendations, all human-reviewed.

Document intelligence

Extract useful facts from uploaded records to inform your draft.

Report assembly

Reorder, edit, mark reviewed, lock, and snapshot versions before export.

Locked sections

Reviewed sections lock to prevent accidental edits. Owners can unlock.

Workspace RLS

Strict tenant isolation at the database layer.

Team members

Invite collaborators with member or owner roles.