The full counselor workflow

Most platforms stop at the red flag.Unified Track keeps going.

From the intervention board and guided plan wizard to the research-based template library and progress monitoring, Unified Track gives counselors everything they need to turn student risk into documented action. Every flag becomes a research-supported, MTSS-tiered intervention plan with measurable outcomes counselors can track day to day.

1
Flag
The AI surfaces the risk automatically.
2
Intervention
Counselor triggers a research-based play.
3
Touch Point
Every contact is logged, tagged, & timed.
4
Progress
Real-time scoring against a measurable goal.
5
Outcome
ADA recovered. Student re-engaged.
Intervention Engine
CASCP-aligned · MTSS-tiered · Every flag has a documented plan
Active Plans
14
Play Library
3
Touch Points This Wk
138
Active Rate
72%
Intervention Engine Board
Identified14
M. Alvarez
Grade 96 days abs
L. Rivera
Grade 105 days abs
+ 12 more
Plan Needed8
K. Wu Chen
Grade 10thSART due
A. Patel
Grade 9thLetter #2
+ 6 more
Active42
J. Thompson
Grade 11thHome visit
R. Kim
Grade 9thTier 2
+ 40 more
Follow-Up19
S. Nguyen
Grade 10thCheck-in 3/5
D. Ortiz
Grade 9thSART #2
+ 17 more
Escalated5
T. Williams
Grade 11thSARB filed
M. Brooks
Grade 10thDA referral
+ 3 more
Same flow. Every counselor.

From flag to a documented plan, in a guided flow.

No blank board. The wizard walks counselors through student summary, root-cause tagging, MTSS tier, plan template, owner, and review — every plan starts on rails and ends with an audit-ready record.

  • Aligned to a CASCP standard at every step
  • MTSS tier chosen deliberately, not by accident
  • A measurable goal before the plan goes live
Create Plan
4 / 9
Student summary snapshot
Confirm root cause tags
Score against MTSS goal
5
Select MTSS Tier
6
Assign template
7
Set duration & touch points
8
Add stakeholders
9
Review & activate
Select MTSS Tier
CASCP Standard 2 — choose the level of support this student needs.
Template & duration
6-Week — 3-Touch Point PlanTrigger 3 F gradesContact students (Mon)
CASCP Template Library

Start from a proven play, not a blank page.

Each template pre-fills the record with an MTSS tier, CASCP standard, recommended actions, and a progress-monitoring metric — so counselors start from best practice.

Play 01
Attendance Re-Engagement

3-step Tier 2 play used for students at 6+ absences. Letter, meeting, plan.

Play 02
Graduation Recovery

12-week off-track senior play targeting A–G eligibility & credit recovery.

Play 03
A-G Eligibility Recovery

10th–11th grade UC/CSU eligibility repair. Counselor-led sequenced play.

Play 04
D / F Grade Recovery

Course-specific intervention. Teacher loop-in + parent contact + tutoring.

Play 05
Credit Deficiency

Credit audit-triggered play. Options analysis, contract, weekly check-ins.

Play 06
FAFSA / CADAA Completion

Senior FAFSA workflow. Family outreach, completion tracking, verification.

The Family Institute, Sophia Consultants & Student Well-Being Support — our CASCP alignment partners.
Progress monitoring

Measured, reviewed, documented

Every plan runs a measurable goal and a review date every 2–4 weeks. In-progress vs. targeted, on-track vs. escalate, all in one plan record, in your SIS, and adding audit-ready records.

Play library

Pre-built plays for real cases

Attendance re-engagement, D/F recovery, credit deficiency, FAFSA completion — our play catalog matches the real work counselors already do, without the paperwork.

Support that scales

Support that scales with need

Your first program → 1 counselor → 5 students → 1 template. Or 12 counselors → 400 students → 40 templates — every plan still gets a documented outcome.

Seen enough? Let's talk about your district.