SAT
1450 / 1600
Oct 3, 2026
The product
One record per student, the email that lands on it, every test on its own scale, your firm’s steps per college, what is due across every counselor, the hours where the work happened, and the family’s portal with your name on it. Each part with its screen, in the order the year brings them.
The student record
A counselor’s week goes on finding things: the last call, the draft, the test score, the hours. In Via they are on the student: notes, calls and meetings, forwarded email, tasks, test results, college lists with the reason for each college, the applications, the files and the time spent. Written once, seen by the whole team.
A note is violet, a task blue, a test result emerald, a time entry amber, everywhere in Via. The feed says who did what and when, and an item stays marked unread until you have seen it.
Contact, school, guardians and counselors on the left, edited in a drawer. A guardian is linked and invited from here, and sees the portal from the moment they accept.
A note is for the counselors, or shared with the student and the guardians, by choice each time. Roles decide the rest: an admin sees the firm, a counselor their students.
Every student has an address in Via. Forward a message to it, or put it on BCC when you write, and it lands on the student’s record as a note with its attachments, visible to the counselors who should see it. No copying into a form, no “see my email of Tuesday”.
The address stands on the record. Your mail client remembers it after the first time, and a message from a parent is filed with one forward from your phone.
The interview questions, the signed form, the transcript: a file on the email becomes a file on the record, there for the counselors and, when the note is shared, for the family.
The note says whom the email came from and which counselor forwarded it. It is unread for the others until they open it, like any note.
Test results
SAT, ACT, PSAT, AP and TOEFL each have their own card with the latest score, its maximum and the history. Nothing is converted into another test’s points, not even as an estimate. “Compare with colleges” lays the student’s score across each college’s middle 50% of the same test.
A college’s average GPA, its GPA bands, its test policy, what it considers and its deadlines, from the college’s own filing, with the year and the day it was checked under every figure.
Via draws the ranges and the line. It names no reach, no match, no chance. The reading is the counselor’s, in a conversation with the family.
The student sees their scores with the sections and who added them. A category for a college appears to the family only once the counselor set it.
The application plan
Your firm keeps one list of application steps: who does it, how many days before the deadline, how it is completed. Every application starts from it and is adjusted where a college asks for more. A step waits for the steps it depends on, and exactly one step submits the application.
The student uploads the draft, the counselor reviews it in the Common App, the student submits. Each step is due so many days before the deadline, so the dates follow the plan the student chose.
A tick, a file, or a counselor’s confirmation. A file step is done when the file is attached, a confirm step waits for the counselor, and the submit step marks the application as submitted.
A step that waits for another shows a lock until that one is done, whoever clicks. A step can become a task, and the student sees it on their phone.
The caseload
The caseload shows your students’ open tasks and steps by date, and for an admin every counselor’s. Overdue stands under its students, Due soon under its days, Submissions ahead by deadline. On the right, the students without a note, a call or a completed task in 30 days, and the load per counselor.
On an overdue row, the bell reminds the student, and the guardians where they see the item, in your firm’s name. Once a day per item at most, and the record shows who reminded whom.
Every Monday the student gets “Your week”, the parents “Alex’s week at Bright Path”, and you get yours: what is due, what changed. Each in its own words.
A student without a note, a call or a completed task for 30 days shows up here. Thirty days is the default; your firm sets it.
The hours
A call or a meeting is logged on its note with a start and a duration, anything else on the student’s Time tab. No timer to remember, no sheet on Friday. Two entries that overlap warn you before you save. The report adds the hours up per student, counselor and month, against the package the family bought.
Every entry carries its billing state. The Time tab shows what is unbilled, this month and overall, and one click marks an entry billed.
The report reads the entries as they are logged: the chart by month, the hours against each package, a CSV for the accountant. The package that costs more than it sells shows itself.
An admin sees the firm, a counselor their own students. When a counselor leaves, the hours stay with the students.
The family portal
The student logs in to a Home with what is next: the tasks, the deadlines, the applications with their steps, the messages from the counselor, the scores. The parents see their child’s week, what changed and how your firm does it, read only. Your logo and your company’s name head every page; Via stands in the small print.
A task says how it gets done: “Mark as completed”, “Attach the file”, or “Your counselor completes this task.” A file step is done the moment the student attaches the file.
A note you share is a message with a subject, a text and files. The student writes back, and the sheet says that the counselors and the guardians can read it.
A guardian sees the child’s week and the plan with each step’s owner, and no control they cannot use. A category appears only once you set it.
A 30-minute demo in your afternoon, then a 60-day pilot with your data imported. No card, nothing to install.