Select a student to view their compliance checklist
⚙️ Site Setup
Configure rooms, service providers, your email, and procedural safeguards
Upload these once for your district. Every site administrator and case manager under you gets them automatically — the Procedural Safeguards attach to parent invites, and the PWN template drives the ✨ AI PWN Generator.
📄 Procedural Safeguards (shared)
📝 Blank PWN Template (shared)
Upload your district's blank Prior Written Notice format (.pdf, .docx, or .txt). The AI reads its structure and fills it out from a few simple answers — producing exactly your district's format.
Designate who is emailed when a case manager requests approval for a scheduled IEP at this site.
These are notification contacts — usually you (the department chair). They do not need an app login just to be notified. Whoever approves in the app still signs in as a Site Admin. If you leave this empty, notifications default to the site's Site Admin account(s), then district Directors.
Add rooms and spaces available at your site. Include a virtual option for remote meetings.
Add your regular service providers. They'll appear as checkboxes when scheduling meetings.
Your information is used to CC you on room reservations and meeting invites.
🔒 Data & Privacy
When signed in, your caseload syncs to a private, access-controlled database (US region) and is also
cached on this device so it works offline. If this is a shared computer, clear the local copy when you are done.
See our Privacy Policy.
Upload the current Procedural Safeguards PDF. It will be referenced in parent invite emails and attached to the meeting notice.
📄
Upload Procedural Safeguards PDF
Note: The PDF is stored locally in this session. The file name will be included in all parent invite emails with a note to request a copy from the school.
Add Student
Enter student information manually
Sign In
IEP Compliance Tracker
Your caseload is protected by database-level isolation — you can only see your own students.
Everything that needs to happen before and after the meeting — with when and why
✨ AI PWN Generator
Review before sending — student, guardian, and staff names have already been removed. Scrub any other identifying details (peer names, addresses) from the box below, then generate.
🔒 Only the de-identified text below is sent to the AI service (Anthropic). Names are restored on your device after the draft comes back. See the Privacy Policy.
Draft PWN — names restored. Review and edit carefully; this is an AI draft, not legal advice, and you are responsible for its accuracy before it goes to a parent.
📝 Prior Written Notice Builder
Build an IDEA-compliant PWN (34 CFR §300.503)
💡 When is a PWN required? Any time the district proposes or refuses to initiate or change the identification, evaluation, or educational placement of the student, or the provision of FAPE. It must be given a reasonable time before the district implements (or declines) the action.
✓ Component 7 — the statement that parents have protections under the procedural safeguards (and how to obtain a copy) — is added to the printed notice automatically.
Import Caseload
Upload your SEIS caseload export — Excel (.xlsx) or CSV
📂
Drag your Excel or CSV file here
or click Browse to select it from your computer
No file selected
📋 How to get your caseload from SEIS
1Log into SEIS → click Reports in the top navigation
2Select Caseload from the report list
3Click Export to Excel (or CSV) — save the file to your computer
4Click Browse above, select the file — all columns map automatically
0
students imported
Select Case Managers
Choose which case managers to import from this file