PractitionerRead the case study
“SageReport has been a game changer for me. I absolutely love everything about it. I really do.”
Melissa
School Psychologist · 21 years · Miami, FL
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Report writer
The gold standard in report writing.
More than 9 out of 10 school psychologists who have tried other AI report-writers choose SageReport for the quality and reliability of its reports, and how easy it is to use from first login.
- Proven in the field to save nearly 6 hours per report on average
- State-specific compliance, with eligibility criteria targeted for your state
- Multidisciplinary team sharing, so everyone on the case works from one shared record
- 220 assessments supported for psychologists, SLPs, OTs, PTs, BCBAs, diagnosticians, special education teachers, and more
- 20 specialized template styles, with state-specific reports for TX, OH, PA, and AZ, and customized templates for districts
Document Studio
BetaEvery document the case needs, not just the report.
Create every document needed throughout your workflow, both during and between evaluations.
- 40+ preconfigured document types, including IEP goals, parent briefs, 504 plans, and meeting prep
- Generated directly from your evaluations and files with one click, and reuse what works across cases
Personal › Document StudioBETAFeedbackADEasily write documents
Search documentsParent HandoutA plain-language summary of the evaluation for families
Meeting Prep BriefCase highlights and likely questions, with responses
Eligibility SummaryEvidence weighed against your state's eligibility criteria
504 PlanAccommodations drawn from the evaluation findings
Behavior Intervention PlanFunction based supports drawn from the FBA findings
Prior Written NoticeExplains a proposed action in parent friendly language
Records Review SummaryThe educationally relevant points from uploaded records
RTI SummaryIntervention history and progress data, pulled together
Teacher Input RequestA short form asking teachers for classroom observations
ESY JustificationRegression and recoupment analysis for the ESY decision
Progress Report SummaryGoal progress updates written from your own data
Document SummaryA concise summary of the documents you upload
Consent LetterA plain language consent form for a specific service
Transition Plan DraftPostsecondary goals and services, built from the file
Intervention Fidelity LogA simple log to record how an intervention is run
Student BriefWhat the evaluation found, written for the student
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Case Assistant
BetaA second set of eyes on the file.
A helpful hand across the platform, whether you're writing a report, drafting resources in the Document Studio, or thinking through a case.
- Pulls what you need from the record, with the source attached
- Catches details that deserve a second look
- Answers only from the case file, never from guesswork
The clinical judgment stays yours.
Document StudioBETAMaya S.Maya's eligibility meeting on Thursday could be a tricky one. I need a meeting prep brief, a parent handout, and a social story for Maya.
Creating documents...All three are drafted from her evaluation and ready for your review before Thursday.
Meeting prep briefCase highlights, likely questions with responsesReadyParent handoutFindings translated into plain languageReadySocial story for MayaWhat to expect, written at her levelReady
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Report Editor ChatMaya S. · Initial EvaluationWhere did you see the failed hearing screening? I didn't see that.
Looking through your work...Page 27 of the move-in packet from October, in the school nurse's summary.
p. 27 · Move-in packet · Oct 2025What's still outstanding?
Looking through your work...Two things: the fine motor summary from OT is still missing, and the teacher input form came back on September 2.
Ask a question, or check a document...Send
SageReport mobile
Your caseload, in your pocket.
Transcribe interviews, analyze language, record notes to self, upload hard copies, and track every due date. All from your phone, linked to your SageReport account.
Mobile transcription and note-taking
Transcribe interviews and take notes on the go, from anywhere, with your mobile device.
Document scanning
Upload hard-copy documents or handwritten notes and add them straight to your case.
View active cases
Monitor due dates and check for outstanding files from your mobile device.
iOS and Android supported
Support for both iOS and Android mobile devices is included with your subscription.
Get early access to the app
Android beta and iOS TestFlight, included with your subscription.
9:41
Good morning
Adrienne DiMatteo, Ed.S.
Sunrise Unified School District
Record
Scan
Library
Active evaluations12
A.R.Due soon
J.M.
T.K.
S.P.
Interview transcribedMaya S. · 18 min · added to case
More recent product updates
Security & compliance
Built for student data from day one
We know what's at stake. SageReport is designed to go above and beyond the security and compliance school districts require.
Built for FERPA and HIPAA. SOC 2 audited by CertPro.
Read our security pageBuilt for FERPA and HIPAA
For districts, education records are handled as a school official under FERPA and your DPA. For practices, health records are handled under HIPAA with a BAA.
SOC 2 audited by CertPro
Clean report from an independent security audit.
Your data stays yours
We never use your cases to train AI models.
Secure cloud infrastructure
All data stored and processed on Google Cloud Platform, in the U.S.
Encrypted everywhere
In transit and at rest.
Who we are
Built by people who've lived this
SageReport is built by practicing school psychologists and senior engineers, not a tech company that wandered into education.
Our advisory team includes leadership from the nation's largest school districts, university faculty, and practitioners across the country.
We're building the tool we wished we had.
In their words
What users are saying
Practitioner
Read the case study
“SageReport is like the really nice boat you could hop into and float down the sea.”
Rachel Fender
School Psychologist, Ed.S. · 11 years · Indiana
PractitionerRead the case study
“Our greatest fear in life right now is losing SageReport.”
William Coleman
School Psychologist · 30+ years · California
PractitionerRead the case study
“I am not going back.”
Amanda Fowler
School Psychologist · 20 years · South Carolina
Practitioner
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“It does a really good job explaining results without me having to sit there and think, okay, how do I want to word this in parent-friendly language so they understand?”
Amber Balcerak
School Psychologist · 14 years · Indiana
District
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“We aimed to ensure the written report was as thorough and comprehensive as the information shared during meetings.”
Atlanta Public Schools
District-Wide Pilot · Atlanta, GA
Practitioner
“It was brain chemistry changing. It was like a beam of light came down from heaven and just started shining on my computer.”
Rachel
School Psychologist · 14 years · Tennessee
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