NDIS plan.pdf
Documents
Built for Behaviour Support Practitioners
Stop losing client context across notes, documents, calendars and spreadsheets
AlliedSpace gives BSP teams one workspace for notes, alerts, documents and follow-ups around each client.
Trust context
Funding
Case notes
Documents
NDIS plan
Funding
AlliedSpace
Client workspace
Example client
Jordan K.
Remaining funding
$8,420
Last case note
Today
Appointment follow-up
Case note or funding entry
SOAP review
Practitioner-reviewed draft
Access context
Client and role-aware workspace
Scattered admin becomes one client record.
At a glance
See the behaviour support workflow in seconds.
Client workspace
Funding, alerts, notes, and behaviour support documents stay around the client record.
Funding visibility
Plan balances and entries sit close to appointment context.
Appointment follow-up
Follow-up actions make case notes and funding entries harder to miss.
Trust controls
Private files, MFA, client access, and metadata-only logs stay visible.
Early access is reviewed before setup so the first cohort stays supported and controlled.
Inside AlliedSpace
See the main workspace areas
A quick tour of the BSP workflow inside AlliedSpace: dashboard, client workspace, calendar, funding context, case notes, behaviour support documents, alerts, and follow-up.
Demo AlliedSpace workspace
Dashboard
Dashboard
Workspace overview
Billable this week
18 May to 24 May
22.5 / 30h
26Active clients
4Open actions
12Recent activity
Open actions
Client alerts
Brogan T. plan expires in 18 daysOpen client workspace and review the plan date.
Appointment ended at 11:30amFunding and case note are both still missing.
Service agreement pendingSignature due before document is active.
Calendar
Upcoming appointments
Example client profileToday 2:00pm - Capacity building - in person
Second client profileTomorrow 10:00am - Therapy support - telehealth
Recent workspace activityFunding entry added - case note reviewed
Client list
Practitioner caseload
ClientPlan statusFundingNext appointmentOpen actions
Maya ChenReview due$8,420Today 2:00pm2
Noah PatelActive$11,280Wed 10:30am0
Ava WilliamsActive$6,930Fri 2:00pm1
Ethan R.Agreement draft$14,120Thu 3:00pm1
Who it's for
Built for BSP work, not generic CRM workarounds
AlliedSpace is for behaviour support practitioners who are tired of stitching client work together across CRMs, spreadsheets, folders, calendars, emails, and separate note documents.
The first cohort is centred on BSPs and small behaviour support teams, with waitlist access for adjacent NDIS workflows where the documentation pressure is similar.
Solo BSPs
For practitioners who need notes, FBA context, behaviour support plans, risk details, documents, appointments, and follow-up to sit around the client record.
Small behaviour support teams
For teams tired of running behaviour support work across a CRM, spreadsheets, folders, calendars, email threads, and separate note documents.
BSP practice owners and admin leads
For owners and admin leads who need clearer visibility across BSP caseloads, client access, funding context, documents, alerts, and activity history.
AlliedSpace is for organising client work in one place. It does not replace clinical judgement, discipline-specific records, claims, or invoicing systems where those are required.
What it fixes
Less scattered admin. Stronger client evidence.
AlliedSpace is built for the messy middle of BSP work: where appointments, case notes, funding context, behaviour support documents, plan reviews, and follow-up need to connect around each client.
Instead of
Funding context sits away from session notes
Plan balances, remaining hours, appointment-linked entries, and ledger history stay beside BSP notes and client documents.
Instead of
Appointments create loose admin follow-up
Overdue appointments surface the two actions BSPs need most: case notes and funding entries.
Instead of
FBA and plan reviews mean piecing everything together
Notes, FBA context, behaviour support documents, expiry dates, alerts, and client history sit around one record.
Instead of
Team handover depends on scattered memory
Role-aware access and metadata-only activity logs make important actions easier to review without exposing sensitive contents.
Trust and privacy
Practical safeguards for sensitive client work
AlliedSpace uses account protection, client separation, private files, and metadata-only logs to support safer day-to-day work.
Account protection
MFA, idle sign-out, and role-aware access help protect workspace sessions.
Client separation
Access follows organisation, role, and client assignment.
Private files
Documents route through controlled app access, not public file links.
Metadata-only logs
Logs keep useful review metadata without raw notes, files, or AI payloads.
Controlled early access
Early access for solo BSPs and small behaviour support teams
We're opening AlliedSpace first to BSPs and small behaviour support teams who want one system shaped around behaviour support workflow instead of another generic CRM workaround.
OTs and other NDIS allied health providers with similar workflows can still request access for the waitlist.
1
Request
Tell us your role, team size, and the client-workflow pressure you want to test.
2
Review
We open places carefully so onboarding, feedback, and setup stay useful.
3
Access
Approved teams receive setup details and can invite their own team from inside AlliedSpace.
Early access questions
Quick answers
What is AlliedSpace?+-
AlliedSpace is a client workspace built first for BSP workflow: notes, FBA context, behaviour support plans, funding context, documents, appointments, follow-up, alerts, and client records in one place.
Who is AlliedSpace for?+-
The primary launch fit is solo BSPs, small behaviour support teams, and BSP practice owners who are tired of forcing client work through generic CRMs and scattered tools. Other NDIS providers with similar workflows can still request access for the waitlist.
Who should wait?+-
AlliedSpace is for organising client work in one place. It does not replace clinical judgement, discipline-specific records, claims, or invoicing systems where those are required.
Does it replace invoicing, claims, or clinical judgement?+-
No. It is designed to sit beside professional judgement, accounting systems, claims workflows, and any formal compliance or audit process.
How does early access work?+-
Complete the request form, then we review fit for the controlled early-access group. Approved teams receive setup and invite details before joining the paid beta.
How does AI fit in?+-
Optional SOAP drafting uses prepared case-note content and limited session context. Practitioners review drafts before saving.
What privacy controls are in place?+-
Authentication, organisation separation, role/client access, private document routes, MFA, idle sign-out, and metadata-only activity logs are part of the product direction.
Ready to see it in context?
Walk through AlliedSpace with a real behaviour support workflow
Start with the short product walkthrough, then request early access or book a one-to-one walkthrough around your role, team size, and BSP workflow.