Prepare for a parent meeting in 2 minutes

A parent walks in or calls unexpectedly. Instead of scrambling across spreadsheets, emails, and paper files, you open the student's profile in TEX. Everything is there: career interests, completed assessments, opportunities they've engaged with, communications sent and received, and counselor notes.

You walk into the conversation fully informed, with data to back up your recommendations.

How it works

Search for the student by name or ID in the global search bar.

Their 360° profile opens: career interests, assessment scores, opportunity engagement history, and communication log.

Review the timeline of interactions — every touchpoint is logged chronologically.

Reference specific data points during the conversation. Add meeting notes directly to the student's record afterward.

Related use cases

Caseload Management

Triage your caseload in 30 seconds

Open your dashboard and instantly see which of your 400+ students need attention — flagged by engagement drop-off, upcoming deadlines, or incomplete career plans.

Caseload Management

Spot students falling through the cracks

Filter by "no interaction in 30+ days" to surface disengaged students before it's too late. One click to send a check-in.

Proving Impact

Generate your accreditation report in 10 minutes

TEX collected data all year. Select the date range, pick the metrics, export. No end-of-year data scramble.

Ready to spend more time with students?

See how TEX can simplify your day. Schedule a 30-minute demo with our education team.