Generate case note

Paste your rough notes, pick your template, and get an IEA-compliant case note in seconds. No prompting needed.

Note settings
0 characters
Background context (optional)

Your generated case note will appear here

Participants

Manage participant profiles and view note history.

No participants yet. Add one to get started.

Select a participant to view their profile and note history

CV & Cover Letter

Generate a professional CV or cover letter based on participant profile and work history.

CV settings

Paste work history, qualifications, or any additional context. Leave blank to generate from profile only.

Click to upload PDF or Word document

Your generated document will appear here

Coaching

AI-powered coaching plan tailored to your role — placement readiness for EMs, retention support for IWMs, employer pipeline for EES.

Select a participant and generate a coaching plan

My Dashboard

Your caseload performance, outcome milestones, and KPIs at a glance.

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Policy Assistant

Ask any question about IEA guidelines, compliance, fees, or the Deed. Answers are based on the latest guidelines (v1.1.4).

Ask me anything about IEA policy

I reference the IEA Deed, Part A & B Guidelines (v1.1.4), and compliance requirements.

Answers are based on IEA guidelines and the Deed. Always verify critical decisions with your account manager.

Account

Manage your display name and writing preferences.

Used to personalise note generation where relevant.

Writing style & template structure

Set your writing style and organisation templates using the ⚙ Customise button next to the template dropdown in Generate note.

Writing style applies globally to all notes. Template structure is set per template type.

Schedule

Upcoming appointments across your caseload.

Upcoming appointments
Past appointments