01 / 04
One system for every counselor
The same meeting notes, recaps and plans across the team, so quality does not depend on who is on the call.
Customers Counseling firms
Grow the firm,not the headcount.
Instudi gives every counselor the same system for meetings, families and deadlines, and gives the people running the firm one view of all of it.
BookingIntakeMeeting notesFamily recapsAction itemsShared inboxBillingCounselor hoursApprovals
Where the time goes
The admin grows with every counselor you hire.
Booking, intake, recaps, billing and approvals multiply across the team. Instudi runs them as one workflow, the same way for everyone.
02 / 04
Intake and onboarding
New families fill in an intake form, and their record, folders and plan are set up from your templates.
03 / 04
A shared inbox with owners
Parent emails land on the right student, with an owner, a snooze and the full timeline beside them.
04 / 04
Billing and counselor hours
Rates, invoices, payments and counselor hours in one place, built from the sessions that happened.
By firm size
The bigger the team, the more comes back4
Conservative Base case
4 counselors
0.4–0.6 full-time staff
16–25hrs/wk
12 counselors
1.2–1.9 full-time staff
50–74hrs/wk
30 counselors
3.1–4.7 full-time staff
124–186hrs/wk
How it starts
From first call to every counselor on Instudi.
- 01
A two-week time study
Four of your counselors log their week, so our estimate becomes your own number.
- 02
A 30-day pilot
The same four run on Instudi, and we measure the time around each meeting.
- 03
Roll out in pods
Plan templates first, then the rest of the team joins in small groups.
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.