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Each role below only sees what the participant (or their nominee) has consented to. Change a consent toggle and access updates everywhere, instantly.
Last consent change
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AI plan diff analysis — read a new NDIS plan, compare with the old plan, and apply changes — is coming soon. Below is what's on file today from live records.
Current plan on record
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Plan documents
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No NDIS plan document on file
Upload a plan PDF via AI File Drop or the participant profile. Once a plan is filed, it will appear here for review.
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This log tracks documents sent for signature. It is a record only — not a legally binding e-signature. Field detection and multi-signer routing are coming soon.
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No signature requests yet
Send a service agreement or consent form from AI Intake. Requests will appear here with sent / viewed / signed status.