Two workflows. One platform.
See the full staff compliance flow, then swap to the participant documentation pipeline — pipeline overview, every feature, every surface. Both included in every subscription.
The full staff compliance flow. End to end.
Five stages. You set up once. The rest run themselves.
Where compliance gets done.
The four pages admins live in day to day — Compliance Dashboard, Verification Page, Renewal Timeline, and the shareable NDIS Audit Portal.
Compliance Dashboard
The home screen. Real-time team compliance percentage, every staff member’s document status, and one-click drill-down into any individual record. Filter by team, role, document type, or compliance state.
- Live compliance percentage across the org
- Filter by staff, team, document type, or status
- One-click drill-down to any staff member
Verification Page
Where every newly-uploaded certificate lands for admin review. The source document sits side-by-side with the AI-extracted fields. Confidence-flagged fields are highlighted. Approve, edit, or reject in one click.
- Side-by-side source document + AI extraction view
- Low-confidence fields highlighted for quick review
- Approve, edit, or reject inline with a single click
Renewal Timeline
A visual timeline of every upcoming credential expiry across your team. Scroll forward or back as far as you need. Filter by document type or staff. Click any entry to jump to the staff record.
- Chronological expiry view with no horizon limit
- Filter by document type or individual staff member
- Click any entry to jump straight to the staff record
NDIS Audit Portal
A secure, read-only audit page generated in one click. Password-protected, time-limited, and branded with your logo. Choose exactly which staff and documents to include — auditors see only what you allow.
- Generate a shareable read-only link in one click
- Pick which staff and documents to include
- Password-protected with configurable expiry
7 features that get it done.
Built into every page — AI verification, snap-and-upload, smart reminders, e-signatures, custom templates, bulk import, and calendar sync. They show up wherever they’re needed.
AI Document Verification
AI reads every certificate the moment it lands — extracting names, expiry dates, certificate numbers, and issuing bodies. Per-field confidence scoring tells admins exactly what AI was certain about and what needs a human eye. Approve high-confidence docs in one click; review the rest with the source side-by-side.
- Auto-extracts from First Aid, WWCC, NDIS Worker Screening, Police Checks, CPR
- Per-field confidence scoring flags low-confidence extractions inline
- Bulk-approve verified documents in a single click
- Matches extracted names against staff profiles to prevent mis-filing
Snap & Upload
Staff snap a cert photo on their phone — anywhere, any time. Drag-drop a file from desktop. Upload from a tablet in the field. AI auto-detects the document type, extracts the data, and files it. Works offline — uploads queue and sync the moment the connection returns.
- Phone camera, drag-and-drop, or file browser — every device
- Auto-detects document type from the image alone
- Works offline — uploads sync when connection returns
- Supports PDF, JPG, PNG, and HEIC formats
Smart Reminders
Reminders fire automatically at 60, 30, 14, and 7 days before any cert expires. Email and SMS, both. Staff get a direct upload link in every reminder — no logging in, just upload and done. Admins get a weekly compliance digest of everything expiring in the next 30 days.
- Cascading alerts at 60, 30, 14, and 7 days before expiry
- Email and SMS delivery — staff get reached
- Direct upload link in every reminder — no login required
E-Signatures
Staff sign in the browser — draw or type their signature, save it, and reuse it on every document for the rest of their tenure. Every signed PDF is timestamped, locked, and stored against the staff record. You always know who signed what, and when.
- Sign in the browser — no PDF downloads, no third-party tools
- Signature saved once, reused on every future document
- Every signed PDF carries an audit timestamp
- Real-time view of who has signed and who has not
Custom Document Templates
Upload any PDF — your onboarding pack, your incident report form, your medication policy, your code of conduct. Mark the signature fields in-app, set the required signers, and assign the template to individuals, teams, or every staff member. The template lives in your library and ships with every new hire.
- Upload any PDF and mark signature fields in-app
- Assign templates to individuals, teams, or all staff
- Reusable across new hires and annual policy refreshes
- Automated reminders for anyone who has not signed
Bulk Staff Import
Drop in a CSV of your full NDIS roster — names, emails, roles, document requirements. We send each staff member a magic-link invitation automatically. They click, set up their account in under a minute, and start uploading certs. No passwords to issue, no manual one-by-one entry.
- CSV roster import — names, emails, roles, document requirements
- Magic-link invitations sent automatically — no passwords to manage
- Smart column mapping handles common roster export formats
- Set up your entire team in one upload
Calendar Sync
Sync every cert expiry directly into Google Calendar, Outlook, or Apple Calendar. Subscribe once and every staff member’s renewal dates appear in your team’s shared calendar — colour-coded by status. Reminders fire from the platform AND your calendar app.
- One-click subscribe to Google, Outlook, or Apple Calendar
- Cert expiries appear as calendar events with built-in reminders
- Colour-coded by status: valid, expiring soon, or expired
- Updates automatically when staff upload a renewed cert
Three more features doing the quiet work.
Role-based access, the admin compliance digest, and full multi-device support. Not headline features — but you’d notice the moment any of them was missing.
Team Management
Role-based access — admins manage compliance, staff own their docs. Each invite generates a magic-link sign-in URL. No passwords to issue, no reset requests to chase.
Weekly Compliance Digest
Automated weekly compliance email for admins. A snapshot of expiring documents, pending approvals, and team compliance percentage — straight to your inbox.
Every Device, Every Worker
Fully responsive from day one. Staff upload from their phone in the field, admins approve from tablet, reports run from desktop. No app to install.
The NDIS compliance questions we hear most.
Straight answers on NDIS Practice Standards, Worker Screening, audit preparation, and participant documentation. Looking for more? Visit the full FAQ →
See every feature for yourself. Today.
Set up your workspace in 15 minutes. Invite your team, upload your first cert, and see why Australian NDIS providers are making the switch.