Case Managers
Keep IEP drafts, meeting notes, and student documentation organized in one consistent workspace, with a clear trail of who did what and when.
Built for the team, not just one role
SpEd Coach is shaped around the daily reality of special education teams, with views and permissions tuned to each role.
Keep IEP drafts, meeting notes, and student documentation organized in one consistent workspace, with a clear trail of who did what and when.
Move from intake to draft report with structured templates, records review support, and clear handoff to review and signature.
Coordinate caseloads, scheduling, and session documentation alongside the rest of the IEP team without duplicate data entry.
See workflow progress, module adoption, and operational bottlenecks across campuses with role-scoped reporting.
Workflow modules
Each module is a focused workflow, governed at the organization level and available to the roles you choose.
Structured drafting workspace for IEP narrative sections, with version history and reviewer handoff.
Guided evaluation report workflow with consistent sections, references, and review checkpoints.
Organize prior records, surface key documentation, and capture review notes for the evaluation team.
Caseload-aware scheduling that aligns provider time with student services and documents what was delivered.
Capture, structure, and distribute meeting notes with attendee tracking and follow-up assignments.
AI governance
SpEd Coach uses AI to reduce repetitive drafting work, not to make educational, eligibility, placement, or legal decisions.
AI assistance produces drafts and summaries. A qualified team member reviews, edits, and approves before anything is finalized.
Administrators choose which AI features are enabled, for which roles, and in which modules. Off is a first-class state.
AI activity is logged so leadership can see where it is used, by whom, and on what kind of work.
Data protection
Every workflow that touches documents follows the same protected path. No AI step runs on raw, un-reviewed sensitive content.
Secure Upload
Encrypted in transit and at rest
Extraction
Structured document parsing
PII Detection
Identify sensitive fields
Redaction
Mask before downstream use
AI Assistance
Drafts and summaries only
Human Review
Required before finalization
Access to documents and pipeline activity is scoped by role and logged for administrator review.
Flexible adoption
Most teams do not adopt a platform in one move. SpEd Coach is built so leadership can introduce capability incrementally and keep control of the pace.
Pilot a single workflow with one team, validate the fit, then expand at your own pace.
SpEd Coach complements your SIS and compliance system. It does not replace them.
Roles, modules, AI features, and integrations are configured per district or organization.
A scheduled walkthrough with our team, scoped to your roles, modules of interest, and existing systems. No setup required to evaluate the fit.