The future of XRM for college counselors.

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  1. 1

    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.

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Customers Schools

Every student,every caseload.

School counselors carry hundreds of students. Instudi keeps each meeting, family conversation and deadline in one place, so the next step for every student is one click away.

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One Monday brief

400 students. One view of who needs you this week.

Every meeting, email and deadline sorts each student into the brief, so a counselor starts the week knowing where to look first.

  • On track288
  • Deadline this week80
  • Gone quiet32

Illustration of a 400-student caseload.

Where the time goes

Large caseloads leave little time for follow-up.

Instudi drafts the notes and family updates and keeps track of the deadlines, so counselors spend more of the day with students.

A weekly brief per caseload

See who has a deadline coming, who has gone quiet and who is on track.

Notes from every meeting

Meetings become notes and action items on the student’s record, ready for review.

Family updates, drafted

Razy drafts the update to parents, and the counselor approves it before it goes out.

One record per student

Meetings, parents, files and deadlines together, instead of across folders and inboxes.

Roster import

Bring your students in from a CSV or Excel file, with problems flagged before anything is created.

Roles for the whole office

Counselors, coordinators and leadership each see what their role needs.

One meeting, minute by minute

Each block is a minute of unbilled work around one meeting1

Today

30min

With Instudi

16min

  • Booking4 → 3
  • Prep8 → 5
  • Action items5 → 2
  • Notes7 → 3
  • Family recap6 → 3

Design partners

We are shaping Instudi for schools with our first partners.

Instudi was built with counseling firms. We are now working with a small number of school counseling offices to fit it to school caseloads, and we would like yours to be one of them.

Become a design partner

How it starts

From first call to every counselor on Instudi.

  1. 01

    Talk to us

    Tell us about your office, your caseloads and the tools you use today.

  2. 02

    Pilot with a few counselors

    A small group runs their meetings and follow-ups on Instudi first.

  3. 03

    Roll out to the office

    Import the roster and bring the rest of the team on, role by role.

Customer storiesRead how teams measure itAlso forIndependent counselorsAlso forCounseling firms

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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