The Daily Workflow
Four steps that turn a fragmented day into a focused one.
Review & Plan
Start your day with a clear view of your caseload. See which students need attention, upcoming deadlines, and priority actions — all in one dashboard.
Match & Discover
The Opportunity Engine surfaces relevant internships, events, and mentoring opportunities matched to each student's interests and goals. Curate and approve with one click.
Communicate & Engage
Reach students, parents, and alumni from a single hub. Use templates for common messages, schedule sends, and track engagement without switching tools.
Measure & Report
Track student progress, opportunity engagement, and program outcomes. Generate reports for administration and accreditation with data you've already collected.
Manage your caseload with clarity
See every student in your care at a glance. Filter by grade, program, engagement level, or priority. Track career plans, assessment completion, and opportunity engagement — all from a single dashboard.
- Unified student dashboard with status indicators and action items
- Filter and sort by grade, program, interest, or engagement level
- Student career plan tracking with milestone progress
- Quick-action buttons for common counselor tasks
- Bulk actions for efficient management of large caseloads
Connect students to the right opportunities
Stop manually matching students to internships and events. The Opportunity Engine analyzes student profiles and interests to surface the most relevant opportunities, while you maintain full control over what gets published.
- AI-powered matching based on student interests, skills, and career goals
- Counselor approval workflow — nothing reaches students without your review
- Four opportunity types: internships, work experience, events, mentoring
- Track which students engage with which opportunities and outcomes
- Invite local employers and alumni to submit opportunities directly
Communicate without the chaos
One place for all your outreach — students, parents, alumni. Build from templates, personalize at scale, schedule for the right time, and see who opened, clicked, and responded.
- Template library for common communications (welcome, events, check-ins)
- Personalization variables for addressing students and parents by name
- Schedule sends for optimal delivery times
- Open and click tracking to see who engaged
- Communication history per student for continuity across conversations
Prove your impact with data
Administration and accreditation bodies want evidence. TEX automatically collects the data you need — student engagement, opportunity outcomes, skill development — and turns it into clear reports.
- Pre-built reports for student engagement, opportunities, and outcomes
- Exportable data for accreditation and administration presentations
- Trend tracking over time (semester, year, multi-year)
- Class-level and school-level analytics
- Custom report builder for specific metrics
Real impact for real counselors
Numbers from schools already using TEX.
0%
Less time on admin tasks
0.0x
More student face-time
0+
Students per counselor supported
0 day
Average onboarding time
Your workflow. Enhanced, not replaced.
We know every school and every counselor works differently. TEX is designed to adapt to your processes, not force you into ours.
Quick Setup
Import your student roster, configure your modules, and start using TEX in a single day. No lengthy implementation projects.
Flexible Workflows
Configure dashboards, notifications, and reports to match how your team already operates. TEX adapts to you — not the other way around.
Dedicated Support
Every school gets a dedicated onboarding specialist and ongoing support from our education team. We're here when you need us.