Run your advocacy practice from one place.
CasePilot360 gives independent special education advocates a place for intake, caseload, document review and case strategy. Your families get a portal under your name.
Plans from $89 a month, with credits included each month. Cancel anytime.
What it does
The paperwork you shouldn't have to build yourself.
Intake
Share one link. Families describe their situation and upload documents. You review each one in your intake queue.
Caseload
Every family, its status and next steps in one place, with a dated log for each case.
Document review
Run a Document Health Check on IEPs and evaluations. Compare an FIE to an IEP side by side.
A thinking partner
A strategy workspace that remembers each case: the timeline, what's still open, what to try next. It uses federal IDEA rules everywhere and adds state rules where we have them.
Case timeline
Export a dated timeline you can bring to a meeting.
Your name on it
Families see your agency name and contact details in their portal, their emails and their printed documents.
A parent app that teaches
Parents get rights guides, meeting prep, goal tracking and IEP translation, so you don't explain the basics every time.
Providers and privacy
Families can connect their clinicians, who upload reports to the family's binder. Your families and records are separate from every other agency's.
Sponsor your families
Give your families Prepared Pro with one code.
Share your join code or signup link. A family that signs up with it is linked to your practice and gets Prepared Pro at no cost to them, with no payment screen.
No payment step for families
Families who join with your code skip the paywall. They get Prepared Pro right away and see your practice name.
Credits tracked to your practice
A sponsored family's credit use counts toward your practice's included credits each month. Beyond that it is billed at cost to your card on file. Your dashboard shows your sponsored families and this month's usage.
A new code whenever you want
Generate a new join code any time. Families who are already linked stay linked.
If your license ends
Sponsored families return to the free plan. Their records stay in their own accounts.
A week in practice
What a week could look like.
A family uses your intake link.
Their answers and documents land in your queue, and you see them when you sit down.
You open the IEP.
You run the Health Check and compare the evaluation to the plan, side by side.
You think it through.
The thinking partner already knows the timeline and what's still open, so you start from the facts.
The meeting.
The family prepared with the parent app, so you both walk in knowing the plan.
You log what happened.
The dated timeline is there when you need it, ready to export.
Pricing and setup
Pick the size of your practice.
Every plan gives you the full advocate workspace, your family join code and credits each month. Credits you use beyond your plan's amount are billed at cost to your card on file, automatically, only if you authorize it at checkout. Cancel anytime and keep your access to the end of the period you paid for.
Solo
Just you.
- The full advocate workspace: intake, caseload, document review and case timeline
- Sponsor your families with your join code and intake link
- Just you (1 person)
- Up to 10 active cases
- $25 in credits each month
Practice
You and a small team.
- Everything in Solo
- Up to 3 people, with secure invite links and roles
- Up to 40 active cases
- $50 in credits each month
Agency
A growing practice.
- Everything in Practice
- Up to 6 people
- Up to 100 active cases
- $100 in credits each month
People means everyone with a login, including you. Team members can be Lead Advocates, Junior Advocates or Support. An active case is a family whose case is open; closed cases do not count. A yearly plan is billed once a year at the price shown.
Need more than 6 people or 100 active cases? Larger practices are set up with us directly. Email us at support@casepilot360.com
Create your account.
Sign up with your name and your practice name.
Subscribe.
Choose a plan and pay for the first period. Your license activates right away.
Set up your practice.
Add your contact details and your intake link.
Invite your families.
Share your join code or intake link, and families connect to your practice.
Built for new advocates setting up a practice, established advocates replacing spreadsheets, and parent-advocates turning hard-won experience into a business.
Ready to start?
Create your account and activate your license in a few minutes.
CasePilot360 is a technology platform. It is not a law firm or an advocacy agency and does not provide legal advice or advocacy services. Advocates are independent professionals who are responsible for their own services, credentials and compliance with the laws that apply to them. CasePilot360 does not certify, endorse or supervise advocates.
FAQ
Common questions.
What does CasePilot360 do for my practice?
It gives you intake, caseload management, document review tools and a thinking partner in one place, and your families get a portal under your name.
What do my families get?
The parent app under your practice's name: rights guides, IEP translation, meeting prep, goal tracking and a document binder.
How do families join my practice?
Share your join code or intake link. A family that signs up with your code is linked to your practice, sees your name and gets Prepared Pro at no cost to them.
How much does it cost?
Solo is $89 a month, Practice is $199 a month and Agency is $349 a month, billed by card, with 20% off when you pay yearly. Each plan includes a set number of people and active cases, and credits every month ($25, $50 and $100). You can cancel anytime and keep access to the end of the period you paid for.
Who pays for the credits my sponsored families use?
It counts toward your practice's credits. Your plan includes credits each month ($25 on Solo, $50 on Practice, $100 on Agency). Beyond that, credits are billed at cost to the card on file, automatically, as long as you authorized it at checkout. If that card is declined, the assistant pauses until it is fixed. Your dashboard shows this month's credits.
Can I use my own branding?
Families see your agency name and contact details across their portal, emails and printed documents. You set these in your practice settings.
Is my clients' information kept separate from other advocates?
Yes. Each agency's families and records are separate from every other agency, and parents see only their own information.
Do I need credentials to use the platform?
CasePilot360 does not certify or endorse advocates. You are responsible for your own qualifications, your services, and following the laws that apply to your practice.
Is CasePilot360 a law firm or an advocacy agency?
No. CasePilot360 is a technology platform. It does not give legal advice or provide advocacy services, and using it does not create an attorney-client relationship.
Ready to set up your practice?
Start your license and you can be inviting families today. Questions first? Write to us.