caseload management
Your whole caseload, one live board
Every active student with their program, providers, and next compliance dates. What needs attention surfaces itself, instead of hiding in a spreadsheet you have to remember to open.
Annual reviews & re-evaluations tracked per student · Overdue in red
the home base
The job, sorted by what’s next
Caseload, deadlines, and tasks share one spine, so the board, the calendar, and your to-do list never disagree.
deadlines
Deadlines that watch themselves
Notice windows, progress reports, annual reviews, and triennial dates are computed per student and tracked for you. Each one belongs to a person, not a wall calendar.
- Annual review and re-evaluation dates on every student row.
- Notice windows counted down ahead of time, not discovered late.
- Progress-report cadences per goal, quarterly or custom.
the task hub
Tasks where the work actually happens
A task in SyncIEP isn’t a sticky note. It opens the work itself: send the notice, attach the document, log the data point, all from the task that asked for it.
- Act from the task: the next step opens right there.
- Co-assign teammates, attach documents, and comment in place.
- A friendly nudge button for the signature you’re still waiting on.
getting started
Your roster, in an afternoon
Add students one at a time through a guided intake, import your roster in bulk, or invite the colleagues who already share your students. A built-in orientation walks you through your first week.
- A guided intake wizard that never loses your place.
- Bulk roster import with column mapping and validation.
- A dashboard that opens on compliance health, not a blank screen.
keep exploring
Plays well with the rest of the workspace
questions
Fair questions, straight answers
Do we need a district contract to start?
No. A single case manager or a small team can create a workspace and start today. If your district adopts SyncIEP later, your workspace can migrate in without starting over.
How do students get into SyncIEP?
Three ways: a guided intake wizard for one student at a time, a bulk roster import with column mapping for the whole caseload, and team invites so colleagues join the students they already share.
What shows up on the dashboard?
Compliance health across your caseload: upcoming and overdue dates, flagged cases, tasks waiting on you, and this week’s meetings. Administrators get the same picture rolled up across schools.
Put the spreadsheet out of its misery.
Set up your workspace and see your whole caseload on one live board today.