How it works
More advocacy, less admin
First pass done for you
Summaries, case brief, meeting prep, and letter drafts are waiting when you open the file—not a blank screen.
You approve every release
Families only see what you explicitly share. No automatic emails or surprise updates.
Your brand on the portal
Your logo and practice name on the family experience. Your relationships stay yours.
Families who arrive prepared
Plain-language plan explanations and meeting practice on your portal—so meetings focus on outcomes, not decoding acronyms.
Advocating for your own child? See how it works for families →
The process
Open a case and upload the file
Start free with up to three active cases. Add IEPs, evaluations, and meeting notes—the workspace organizes the plan in minutes.
Create your workspace
Explore with a sample case or upload a real file. Your caseload, your branding, your release rules.
Upload once—context builds over time
Drop in multi-year IEPs, evaluations, and notes. The assistant reads across documents so you are not re-paging the file before every meeting.
Harbor Advocacy Group
Advocate workspace
Alex M.
Riverside Middle School · 2026–2027 IEP
Case strategy
- 1
Reading services alignment
Confirm progress monitoring matches the annual goal before the family update.
- 2
Speech minutes still unclear
Mom asked whether all 60 weekly minutes were delivered since September—request service logs.
Insight
GoalsGoal measurement — inconsistent methods across areas
We noticed: Reading uses classroom probes and wpm counts; written expression relies on teacher observation only. Neither goal names who collects data or how often.
Recommend: Align both goals to the same data source before sharing with the family—preferably a weekly probe with a named collector.
In this case
Case brief
Executive summary ready
Goals
3 goals · 1 insight flagged
Letters
Draft awaiting approval
Meeting prep
Cheat sheet + practice mode
Next for you: Review letter draft requesting service logs
Family portal · Nothing released to family yet · Other cases: Jordan M. · Chen, Sam
The review
Review the first pass—then apply your judgment
We draft; you decide. Edit summaries, prioritize strategy, and refine letters before anything reaches a family.
See an organized case summary
Goals, services, accommodations, and year-over-year changes in one view—so you start from structure, not a PDF search.
Prioritize strategy and gaps
Case brief and topic queue surface what needs attention first. Add your own notes alongside document-based recommendations.
Summary
Alex M. · 2026–2027 IEP
8th grade · Riverside Middle School
Goals
Reading
By June 2026, Alex will read grade-level passages at 110 words per minute with 95% accuracy in 4 out of 5 trials.
Progress: Currently reading 82 wpm on classroom probes.
Written expression
Alex will complete written assignments using speech-to-text or typing in 3 out of 4 opportunities across classes.
Progress: Handwritten work is still refused in two subjects.
Math
With a calculator, Alex will solve one-variable linear equations and explain each step in 4 out of 5 trials.
Services
| Service | Minutes | Frequency |
|---|---|---|
Specialized Academic Instruction — ELA Small-group reading and writing support in a resource room. | 240 min | Weekly |
Speech-Language Therapy Pull-out sessions focused on language comprehension and expressive language. | 60 min | Weekly |
Co-taught Math General education math with special education support in the classroom. | Daily | 5 days/week |
Accommodations
Accommodations help Alex access grade-level work without changing what he is expected to learn.
- Extended time on tests and quizzes
- Speech-to-text for written assignments
- Tests delivered in a separate setting
- Chunked assignments with check-ins
- Calculator permitted on math assessments
- Class notes provided (PowerPoint or outline)
Gaps we found
Reading fluency — progress monitoring gap
The goal targets 110 wpm by June 2026, but the plan does not say how you will see progress at home—not just in the classroom.
Speech minutes — delivery unclear
60 weekly minutes are written in the plan; recent progress reports do not confirm they are being delivered.
Next steps
Ask for the September baseline and a written update schedule
Meeting prepRequest service logs for missed speech sessions
Draft letterAdd home progress monitoring language to the reading goal
Open insight
See goals, services, accommodations, and gaps in plain language—with next steps organized in one place.
Refine letter and meeting drafts
First-pass letters and meeting prep grounded in the file. You edit tone, substance, and timing—nothing goes out under your name until you say so.
Insight
Goal review — before you send the family update
We noticed
Two annual goals use different measurement methods—one uses teacher observation, one uses a weekly probe.
Why it matters
Inconsistent measurement makes it harder to argue for comparable progress—or to spot when services are not working.
We recommend
Align both goals to the same data source before sharing the summary with the family.
Citations
- Goals section — draft IEP uploaded today
The output
Release what families need—you keep control
Invite families to your branded portal. They prepare between meetings; you see what they ask and worry about.
Invite families to your portal
Send a secure link from your workspace. They create an account under your practice—not a generic app.
Release summaries and guidance on your timeline
Choose what families see: plan summaries, meeting prep, and answers grounded in the documents you released.
Draft family update
Reading goal progress is unclear—the plan does not specify how parents will see weekly growth at home.
Recommend asking for a baseline WPM score and a written progress schedule.
Review before release
Nothing is shared with the family until you approve this summary.
Walk into meetings as the expert
Families arrive informed. You arrive knowing their top questions—less time explaining the plan, more time on strategy.
Harbor Advocacy Group
Family portal
Alex M.'s plan summary
Released by your advocate
Alex's reading goal measures words per minute, but the plan does not say how you will see progress at home.
Open your workspace. Upload a case. See the difference.
Start free with 3 active cases. No credit card required.
Free planNo credit card requiredYou approve what families see