The future of XRM for college counselors.

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  1. 1

    Assumption-based estimate from Instudi’s counselor-week model (Instudi Value Report, October 24, 2026). Instudi returns 26% (conservative) to 38% (base, after 2–3 months of use) of a counselor’s non-meeting work, or 4.1–6.2 hours per counselor per week, for a mid-sized firm at elite rates with 16 billable meetings and 25 active students per counselor per week. Regular-rate firms: 3.8–5.8 hours. These assumptions are based on firm’s own data.

  2. 2

    Unbilled work around one billable meeting at an elite-rate firm: booking, prep, action items, notes and a family recap (drafted after about 70% of meetings). Modeled at 30.3 minutes today and 15.8 minutes with Instudi in the base case, a 33–48% reduction (conservative → base). Assumption-based estimate; see the Instudi Value Report, Part 1, section 4.1.

  3. 3

    Staff time to onboard one new student: intake and documents, folder and record setup, and building the college-bound plan. Modeled against a 180-minute staff baseline, saving 91–122 minutes (51–68%, conservative → base). Elapsed time still depends on how quickly families respond. Assumption-based estimate; see the Instudi Value Report, Part 1, section 4.2.

  4. 4

    Cost-only value for a 12-counselor, 3-admin firm at elite rates, valuing saved hours at $55 an hour of pay with a 1.15 loaded-cost factor: $144K a year (conservative) to $216K (base). Assumes the firm reduces or redeploys non-billable hours. Excludes resold sessions, retention, intake conversion and revenue leakage. Assumption-based estimate in USD; see the Instudi Value Report, Part 1, sections 5–6.

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The future of XRMfor college counselors

Instudi updates itself from your meetings, turns conversations into notes, and connects what was discussed to the right students and parents.

Instudi platform

You don’t need9 subscriptions.When one ismore than enough.

Email, availability, billing and every student's story. One workspace, already connected.

Meetings
Meetings
Notes
Notes
Action items
Action items
Email
Email
Availability
Availability
Briefs
Briefs
Students
Students
Families
Families
Billing
Billing

Meet Razy AI™

From the first meeting to decision day, Razy writes the notes, answers families and keeps every deadline moving.

Razy remembers each student’s full context and history, and reasons about what to do next, in every conversation.

Razy

Recap my call with the Chens and send next steps.

Razy

Done. Notes are on Maya’s profile, three action items are assigned, and Linda has the recap in her inbox.

task_name: “Meeting Recap”

trigger: “Call ended · Chen family”

linked: “Maya Chen”, “Linda Chen”

step_id: “01”

↳ Draft notes and assign three action items_

Every billable hour carries 30 minutes of unbilled work. Instudi cuts it by up to half.

Back per counselor, every week1
4–6hrs
Unbilled work around each billable hour2
30 → 16min
Staff time saved onboarding each student3
1.5–2hrs
A year in cost value for a 12-counselor firm4
$144K+

Works with the tools you already use

Meetings, email and files flow into each student’s record, so Razy has the full context and nobody retypes what is already there.

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Zoom and Google Meet
The notetaker joins the call. Notes and action items land on the right student.
Google Calendar
Every session shows up on the student it belongs to.
Gmail
Family threads live on the student record. Recaps go out from your own inbox.
Google Drive
Drive documents are pulled into every prep brief.
Teachworks, Excel and CSV
Bring your students and families over, with Teachworks lessons and payments too.

Get started

Switch to Instudi

Import your roster, connect your calendar and inbox, and run your next meeting on Instudi.

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See Instudi on your own students and families. We’ll walk you through it and set it up with you.

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