Education
From K-12 to corporate L&D, we configure SI for the documentation, intake, and content work that eats your week, with FERPA and your local SI policy as the floor, not the afterthought.
Each card opens a playbook built for a firm shaped like yours, with real workflows and a number on the outcome.
You know what's broken. Here are the parts the system can run without you.
Documentation, family communication, scheduling, paperwork. SI handles the structured pieces; educators get those hours back for instruction.
Most communications go to engaged English-speaking families. SI translates and personalizes so every family hears the same things.
Anti-harassment, security, ethics, role-specific. Tracking + reminding + reporting consumes L&D capacity that should go to actual learning.
Advising, financial aid, registrar, students wait. SI auto-answers the routine 60-70% so humans focus on the cases that need them.
Annual reviews, progress monitoring, parent communication, transition planning. SI pre-drafts; case manager makes judgment calls.
Same speed-to-lead dynamic as B2C: response in minutes 5x conversion vs response in days. SI responds in 90 seconds.
Named workflows, not categories. Expand a group to see exactly what each one does and where it slots into your stack.
Multilingual, multi-channel, on cadence.
Multilingual family communications
LiveSchool comms drafted in English + auto-translated to family's preferred language; sent through preferred channel + time-of-day.
Enrollment intake guide
LiveFamilies get guided through enrollment via SMS/email/portal with personalized step-by-step + document collection + scheduling.
Conference scheduling assistant
LiveCoordinates parent-teacher conferences across 30+ teachers + 1,200 families; handles rescheduling + reminders.
Behavior incident documentation
LiveDrafts behavior incident reports from teacher voice memo + structured prompt; queues for principal/dean review.
IEP/504 paperwork pre-drafted; case manager keeps judgment.
IEP/504 documentation drafter
LivePre-drafts IEP/504 documents from existing record + meeting transcript; case manager edits + finalizes.
Progress monitoring reminders
LiveRequired progress monitoring on cadence; reminders to teachers + case managers; data entry workflow.
Annual review orchestrator
LiveAnnual IEP review cycle: schedules review, gathers required evaluations, drafts review documents, manages parent participation.
Compliance reporting auto-assembler
LiveState + federal special-ed reporting assembled automatically from underlying student data.
Triage + auto-response for routine; advisor focus on judgment cases.
Admissions inquiry triage
LiveInbound prospect inquiries qualified + routed to right enrollment counselor within minutes.
Application status responder
LiveApplication status questions auto-answered from current student record; complex questions routed to admissions.
Financial aid Q&A assistant
LiveFinancial aid questions answered from FAFSA + student record + institutional aid policies.
Advising triage + auto-response
LiveAdvising messages classified; routine questions auto-answered with academic record citation; judgment cases queued for advisor.
Registration nudge orchestrator
LiveRegistration window approaching → personalized nudges to students with class recommendations + holds + financial issues to resolve.
Reducing admin tax on instructional staff.
Teacher absence + substitute coordinator
LiveTeacher reports absence → substitute pool auto-contacted in priority order → coverage confirmed → lesson plan and class info distributed to sub.
Parent communication drafter
LiveTeacher-initiated parent communications (positive notes, concerns, conference invites) get draft assistance + translation.
Faculty admin task automation
LiveHigher ed: textbook orders, syllabus posting, grade submission reminders, course evaluation distribution.
Lesson plan template assistant
Ready on engagementDrafts lesson plan templates aligned to standards + prior lessons + curriculum scope-and-sequence.
Compliance + skills + leadership at scale.
Compliance training cycle orchestrator
LiveAnnual compliance auto-assigned, reminded on personalized cadence, escalated through manager + executive levels, certified, reported.
Personalized onboarding learning path
LiveNew hires get role-specific learning paths drafted from job description + manager recommendations + tenure-based progression.
Skills recommendation engine
LiveRecommends learning content per employee based on role + tenure + recent project + career goals.
Manager learning health report
LivePer-manager monthly report on team training health (compliance, skills development, completion rates).
Course content quality monitor
LiveMonitors course completion + assessment scores + learner feedback; surfaces underperforming content for L&D review.
Lead-to-tutor-to-renewal cycles.
Lead intake & tutor matcher
LiveInbound parent inquiry qualified + tutor-matched within minutes; recommended tutor profile + scheduling link sent.
Tutor scheduling optimizer
LiveContinuously optimizes tutor schedules as cancellations + additions happen; surfaces rebalancing opportunities.
Parent progress report drafter
LiveMonthly: drafts parent progress report from session notes + practice scores + tutor observations.
Renewal + upsell surfacer
LiveSurfaces renewal moments (package nearing end, upsell signals from progress data) for sales review.
Tutor performance pattern detector
LiveCombines parent feedback + score outcomes + retention rate to surface underperforming tutors for coaching/reassignment.
We ship in phases, each with a measurable success criterion before the next phase begins.
Weeks 1-4
By end of Phase 1, every family/student/parent gets faster, consistent, multilingual communication and intake cycles compress 50%+.
Weeks 5-12
By end of Phase 2, routine student/family service questions resolve in <4 hours and educators recover 5+ hours/week.
Weeks 13-20
By end of Phase 3, IEP cycles run on cadence with case manager judgment preserved, and compliance completion improves to 99%+.
Weeks 21-26
By end of Phase 4, educator administrative load drops 30-50% and the institution operates at materially better educator-to-student ratios.
Education governance is conservative by design. SI handles routine administrative work; humans make every educational, eligibility, and disciplinary judgment.
Federal student record privacy. SI accessing student records must respect FERPA boundaries.
Boundary: SI never shares student record data outside FERPA-permitted disclosures.
Children's online privacy law. Workflows touching under-13 students require additional safeguards.
Disability access law. SI-driven IEP/504 workflows must support compliance, never substitute for professional judgment.
Boundary: SI never makes a determination of eligibility, accommodations, or services. Always a qualified team decision.
State-specific student data privacy laws cascade into vendor obligations.
International institutions + corporate L&D customers require SOC 2 + GDPR compliance.
Real, measurable pilots with explicit success criteria, so the answer at the end is "yes, kept" or "no, scrapped", not "maybe."
Translate + send all school-wide and classroom communications in family-preferred languages for 60 days.
Success criteria
Run advising auto-response on 1-2 advising teams for 60 days.
Success criteria
Pre-draft IEP documentation for 20-30 IEP reviews over 1 quarter.
Success criteria
Your systems of record stay. We plug into them and become the connective tissue between the tools you already pay for.
Tell us your institution type (K-12 / higher ed / corporate L&D / tutoring), enrollment / employee count, and the workflow that costs the most educator time. We'll come back with a written map of which 5-7 automations matter first and what the first 90 days would change.
