NDIS plan.pdf
Documents
Built for NDIS practitioners
The NDIS client workspace built by practitioners
Keep funding, documents, appointments, case notes, alerts, and follow-up actions organised 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 provider workflow in seconds.
Client workspace
Funding, alerts, notes, and 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 product areas providers care about: dashboard, client workspace, calendar, funding, case notes, and documents.
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
Who AlliedSpace is for
AlliedSpace is for NDIS practitioners and provider teams who need one place to manage participant documents, notes, funding context, appointments, access, alerts, and follow-up.
Behaviour support practitioners
For BSPs managing functional behaviour assessment files, behaviour support plans, risk context, notes, funding visibility, appointments, documents, and handover around participant records.
OTs and speech pathologists
For NDIS OTs and speech pathologists managing assessments, progress reports, service agreements, support letters, resources, notes, funding context, and document follow-up.
Support coordinators and NDIS teams
For coordinators and provider teams who need client-centred visibility across appointments, case notes, documents, funding context, access, alerts, and follow-up.
NDIS psychologists and psychosocial providers
For NDIS psychologists and psychosocial providers managing participant documentation, funding visibility, documents, access control, appointments, notes, and follow-up.
Provider owners and admin leads
For provider owners, directors, and practice managers who need cleaner visibility across client work, team access, documents, alerts, funding context, and audit-ready activity.
AlliedSpace is for organising participant 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 NDIS provider work: where appointments, notes, funding, documents, reporting, and follow-up need to connect around the client.
Instead of
Funding tracked away from client evidence
Plan balances, remaining hours, appointment-linked entries, and ledger history stay beside notes and documents.
Instead of
Appointments create loose follow-up
Overdue appointments surface the two actions practitioners need most: case notes and funding entries.
Instead of
Documentation is scattered at review time
Notes, files, expiry dates, alerts, and workspace context sit around one client record.
Instead of
Reporting means piecing the story together
Metadata-only activity logs make important actions easier to review without exposing sensitive contents.
Trust and privacy
Practical safeguards for sensitive provider 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
We are selecting a small first group of providers
AlliedSpace is a paid early-access beta, but it is not open self-service yet. Requesting access does not charge you. If accepted, you'll receive membership details before joining the paid beta.
1
Request
Tell us your role, team size, and the client-workflow pressure you want to test.
2
Review
We select a small first group so setup, feedback, and pricing stay controlled.
3
Access
Approved providers receive setup details and can invite their own team from inside AlliedSpace.
Provider questions
Quick answers
What is AlliedSpace?+-
AlliedSpace is a client workspace for NDIS practitioners who need client context, documentation, funding visibility, appointments, alerts, access, and activity logs in one place.
Who is AlliedSpace for?+-
The strongest launch fit is behaviour support practitioners, with good fit for NDIS OTs, speech pathologists, support coordinators, multidisciplinary provider teams, provider owners, and admin leads. It can suit NDIS psychologists and psychosocial providers when the need is documentation, funding visibility, documents, and access control, rather than a full psychology practice-management system.
Who should wait?+-
AlliedSpace is for organising participant 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?+-
Selected providers complete the request form, we review fit for the first cohort, then approved teams receive setup and invite details.
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 provider workflow
Start with the product tour, then watch the walkthrough, request early access, or ask for follow-up around your role, team size, and client workflow.