Instudi vs CounselMore
CounselMore gives counselors a place to record their work. Instudi does the work around every meeting for you: the notetaker writes each call up on the right student, Razy drafts the parent recap and the replies, and the weekly brief tells you who needs you next.
Why counselors choose Instudi
- Every Zoom and Google Meet call is written up on the right student, with action items. CounselMore has no notetaker.
- Razy drafts recaps, replies and invoices. CounselMore’s AI fills in record fields and, by its own policy, does not write content.
- Your real Gmail inbox, shared, with every thread on the right student.
- Prep briefs and a weekly brief, so you walk into every meeting ready.
Switching from CounselMore
- 01Export your students and families from CounselMore to CSV or Excel. Instudi imports them and flags problems before anything is created.
- 02Connect Google Calendar, Gmail, Google Drive and Zoom in a few minutes.
- 03Your next meeting writes its own notes. We help with the move on a call.
Side by side
Meeting notes
Only in InstudiInstudiA notetaker joins Zoom and Google Meet calls, records and transcribes them, and writes the summary, key points and action items onto the student’s record for a quick review.
CounselMoreMeetings sync from Calendly, Acuity and Google Calendar. No notetaker, recording or transcription.
Meeting prep
Only in InstudiInstudiA prep brief before every meeting, and a weekly brief on who has a deadline coming, who has gone quiet and who is on track.
CounselMoreWe found no meeting briefs or weekly briefs.
Family updates
InstudiRazy drafts a parent recap after every meeting and a monthly digest for every family. A counselor approves each one before it is sent.
CounselMoreMessaging, text and email broadcasts, and a weekly email digest for parents.
AI
InstudiRazy answers from each student’s meetings, notes, emails and files, and remembers what matters once you approve it. It drafts emails, recaps and invoices, schedules meetings and updates plans, all with undo.
CounselMoreAI Assist fills in student record fields from notes, voice or documents you provide. Its AI policy says it does not write content.
Plans and action items
InstudiPlaybooks with milestones and goals for every student, and a health signal when someone falls behind. Action items go to counselors, teams, students or parents, with due dates.
CounselMoreRoutines with scheduled assignments and reminders, and tasks generated from application requirements.
InstudiA shared Gmail inbox: every thread lands on the right student, with owners, snooze, drafted replies and the student’s timeline beside it.
CounselMoreSecure messaging inside the platform, and text and email broadcasts.
Scheduling
InstudiBooking pages for every counselor, synced with Google Calendar, that add the meeting link and the notetaker. The inbox suggests open times when a family asks to meet.
CounselMoreBooking in the student portal through Calendly, Acuity and Google Calendar.
Colleges and applications
InstudiCollege lists with live reach, target and likely fit, every round and deadline, status and decisions, and one deadline view across all students.
CounselMoreCollege search, scattergrams, an application tracker and essay tracking.
For families
InstudiBooking pages, intake forms and recording consent pages. Families never need another login.
CounselMoreStudent and parent portals, and an iOS app.
Billing
InstudiRates, invoices built from logged sessions, recorded payments and counselor hours.
CounselMoreHourly and package billing, payment plans and Stripe payments.
Based on CounselMore’s public website and help pages, checked October 2026. Products change; if something here is out of date, tell us at [email protected] and we will fix it.
Sources:FeaturesAI AssistHow it uses AI
Common questions
- Yes. Instudi covers students, families, scheduling, plans, applications and billing, and adds what CounselMore does not have: a notetaker that writes every meeting up, drafted family recaps and replies, prep and weekly briefs, and a shared Gmail inbox.
- We could not find meeting recording or transcription on its website or help center as of October 2026. Its AI Assist fills in student records from notes, voice or documents you provide.
- Yes. Export your students and families to CSV or Excel, and Instudi imports them and flags problems before anything is created. Talk to us and we will help with the move.
More comparisons
Get started
Switch to Instudi
Import your roster, connect your calendar and inbox, and run your next meeting on Instudi.
Book a call with us
See Instudi on your own students and families. We’ll walk you through it and set it up with you.