The future of XRM for college counselors.

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  1. 1

    Assumption-based estimate for an independent counselor with 14–20 billable meetings and 22–40 active students a week (Instudi Value Report, October 24, 2026): 3.5–5.2 hours back a week, conservative → base. Not yet measured at a client.

  2. 2

    About 90 more sessions a year if half of the saved hours (base case) are resold as sessions: 90 at elite rates, 87 at regular rates. Only holds if there is unmet demand, such as a waitlist or turned-away leads. Assumption-based estimate; see the Instudi Value Report, Part 1, section 5.

  3. 3

    Unbilled work around one billable meeting at an elite-rate firm: booking, prep, action items, notes and a family recap (drafted after about 70% of meetings). Modeled at 30.3 minutes today and 15.8 minutes with Instudi in the base case, a 33–48% reduction (conservative → base). Assumption-based estimate; see the Instudi Value Report, Part 1, section 4.1.

  4. 4

    Staff time to onboard one new student: intake and documents, folder and record setup, and building the college-bound plan. Modeled against a 180-minute staff baseline, saving 91–122 minutes (51–68%, conservative → base). Elapsed time still depends on how quickly families respond. Assumption-based estimate; see the Instudi Value Report, Part 1, section 4.2.

InstudiPricing
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Customers Independent counselors

Your practice,without the paperwork.

You are the counselor, the scheduler and the billing department. Instudi takes the work around each meeting so the hours go back to your students.

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Why it exists

You did not become a counselor to write follow-up emails at eleven at night. Instudi writes the first draft of every one, so your evenings and your attention go back to students.

Where the time goes

Every session comes with half an hour of admin.

Booking, prep, notes, action items and the recap to the family. Instudi writes the first draft of all of it, and you approve.

Notes that write themselves

The notetaker joins your Zoom or Meet call, and the notes and action items are on the student’s record when it ends.

Recaps in your voice

Razy drafts the parent update after every meeting. You read it, adjust and send.

Booking without the back-and-forth

A booking page that reads your calendar, adds the meeting link and schedules the notetaker.

A brief before every session

Last meeting’s notes, open items and the latest files, ready before you join.

Invoices from your sessions

Logged sessions turn into invoices at your rate, without a spreadsheet.

Bring your students over

Import your roster from a CSV, Excel or Teachworks and keep every family’s history.

A day on Instudi

Your Tuesday, with the paperwork already done.

Moment 01

8:40

Your brief is ready

Last meeting’s notes, open items and Maya’s newest essay draft, before you pour the coffee.

Moment 02

9:00

The notetaker joins

You talk with Maya and Linda. Instudi listens, so you never look away to type.

Moment 03

9:46

Notes are on her record

Decisions and three action items with owners and due dates, ready for a two-minute review.

Moment 04

10:05

Linda gets the recap

Drafted in your voice from what was actually said. You read it and press send.

Moment 05

2:30

A new family books

From your booking page, with the Meet link added and the notetaker scheduled.

Moment 06

5:00

Invoices draft themselves

This week’s sessions at your rate, waiting for one look before they go out.

Time back to rest, or to take on more students.

Back every week1
3.5–5hrs
More sessions a year if you resell half the time2
~90
Unbilled work around each billable hour3
30 → 16min
Saved onboarding each new student4
1.5–2hrs

How it starts

From first call to every counselor on Instudi.

  1. 01

    Start free

    Create your workspace and connect Google Calendar and Gmail in a few minutes.

  2. 02

    Bring your students

    Import your roster from a CSV, Excel or Teachworks.

  3. 03

    Run your next meeting

    The notetaker joins, and the notes and the family recap are waiting when it ends.

Customer storiesRead how teams measure itAlso forCounseling firmsAlso forSchools

Get started

Switch to Instudi

Import your roster, connect your calendar and inbox, and run your next meeting on Instudi.

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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.

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