caredly
Now onboarding · Australia

Your participants deserve better data.Your team deserves better tools.

Caredly is the AI-powered CRM that gives every NDIS participant a unique, person-centred data profile — so your team captures the right information, and your stakeholders get the reports they need, automatically.

Built by NDIS insidersAustralian-owned & hostedNDIS Q&S aligned
AT
Anthony T.
Sleepover · 2:1 · Site B
Active
Awake hours · this wk
2.3hrs avg/night
Strategy effective
73%
Redirection · 30 days
Active BSP triggers
Shift change · 7amCigarettes deniedLoud environment
Latest shift note2 hr ago · L. Patel

“Anthony slept through to 4:12am. Brief waking — requested cigarette, redirected with herbal tea + radio. Settled within 8 mins. No escalation.”

§ 01The problem

Sound familiar?

01

Drowning in paperwork

Your support workers spend 15+ minutes per shift on paper forms and Excel entries. Supervisors spend hours compiling raw data into reports. It's costing you time, money, and staff goodwill.

15 minwasted per shift× 12 staff × 30 days
02

Funding at risk

When plan review comes around, you can't produce the data the NDIA needs. Participants lose funding. Providers absorb the cost of unfunded support — sometimes $100,000+ in wakeover costs alone.

$100k+absorbed each yearin unfunded support
03

One-size-fits-all systems

Your current CRM treats every participant the same. But every participant is different. The data you need for one person is completely different from the next. You need a system that's as person-centred as your care.

1 sizefits no oneevery participant is unique
We’ve felt every one of these.So we built the system we wished we had
§ 02The solution

Meet Caredly— the first NDIS CRM where the system itself is person-centred.

Four interlocking capabilities, designed by people who’ve spent fifteen years inside SIL houses, on-call rosters, and NDIA plan reviews.

Live01

Person-centred CRM.

Every participant gets a unique data profile. Forms, questions, and data points tailored to their specific needs and goals — no more blanket templates.

JM
Janelle M.
Day Program · 1:1
ActivityCommunityHygieneNotes
Community access · this wk
23hrs
4 formsunique set
Active
AT
Anthony T.
Sleepover · 2:1
Sleep/WakeBehaviourMedsBSPNotes
Awake hrs · 7-night avg
2.3hrs
5 formsunique set
ZP
Zara P.
SIL · 3:1
HygieneNutritionBehaviourNotes
Goal progress · Q1
92%
3 of 4 goalson track
4 formsunique set
What’s tailored per participant
JMATZP
Form set
4/5/4
templates assigned
Data points
38/62/41
fields per shift
AI context
Per-person
BSP · meds · history
Reports
Wk/Day/Wk
stakeholder cadence

“Every other CRM treats your participants like rows in a spreadsheet. Caredly builds a profile around the person.”

3 participants3 data shapes0 templates
02

AI care assistant

Workers ask the AI questions during shift — meds, protocols, handover summaries, de-escalation. Like an expert colleague available 24/7.

Anthony’s morning de-escalation strategies?
Caredly · Per BSP, redirect to outdoor walk + radio (73% success).
03

Voice-to-text

Dictate shift notes, incident reports, observations. The AI converts speech to structured documentation. No more typing on phones.

0:42
04

Automated reports

Weekly and monthly stakeholder reports — trend charts, data tables, AI-written summaries — sent to coordinators, BSPs, OTs, and families.

FEB ’26 · sleep / wake→ 4 stakeholders
MTWTFSS
SleepingAwake
§ 03How it works

From shift to stakeholder in three steps.

The same data, captured once, flows through analysis, and lands in the right hands — automatically. No re-keying, no spreadsheets, no chasing.

  1. 0101:32 PM · on shift
    9:42 PM•••
    Sleepover form
    ATAnthony T.
    Hour
    11pm – 12am
    Status
    Sleeping
    Awake
    Submit shift entry
    04:12

    Capture

    Support workers fill in shift-specific forms from their phone. Or dictate them by voice.

    5 mininstead of 15+
  2. 0201:32 PM · in real time
    Awake-hours · 30 days
    +18%
    Jan 06Feb 04
    AI flag

    Wakings cluster at 04:00–05:00 — coincides with shift change. Consider rostering review.

    Live

    Analyse

    Caredly processes the data instantly. Trends, patterns, and concerns surface automatically. The AI flags what matters.

    Real-timeAI flags & charts
  3. 03Mon · 6:00 AM AEST
    Monthly progress report
    Anthony T. · Apr 2026
    PDF
    Sleep / wake
    AI summary

    “Sleep stability improved 18% MoM.Redirection strategies effective in 73% of escalations…”

    Sent → 4 stakeholders
    SBOF
    Delivered

    Report

    Stakeholders receive professional, data-rich reports automatically. Coordinators have what they need for the NDIA. Families stay informed.

    Automaticweekly · monthly
Before Caredly
~3 hours
per supervisor, per participant, per month — collating shift notes into a report by hand.
With Caredly
~6 minutes
to review the auto-generated report, add a note, and click send. The other 2 hours 54 minutes go back to the people you support.
§ 04Made for the team

Everyone gets what they need.

One platform, five perspectives. Caredly meets each person where they are — from the support worker on shift to the family member two states away.

Persona · 01 of 5

Less paperwork. More presence.

Quick mobile forms. Voice input. AI assistant for on-shift questions. No more dreading shift notes.

  • Tap-and-go forms tuned to today's shift type
  • Voice-to-text shift notes in 60 seconds
  • Ask the AI about a participant's BSP, mid-shift
  • Never type on a tiny phone keyboard again
5 minaverage shift-note time
I used to dread the last 20 minutes of shift. Now I'm done in five.
Lina · Disability Support Worker
10:42 PM•••
Tonight · Site B
Sleepover · 10pm — 6am
AT
Anthony T.
3/5 forms
JM
Janelle M.
4/4 forms
ZP
Zara P.
2/4 forms
Caredly AI

Anthony’s 4am window: redirect to outdoor walk + radio.

§ 05Outcomes

What providers achieve with data-driven care.

Six years of evidence from a SIL provider that ran the data-driven model before Caredly existed. Now packaged into software so every provider can get the same outcomes.

85–95%

of participants maintain or increase NDIS funding at plan review

Funding maintained · YoY↑ trend
'19
'20
'21
'22
'23
'24
What drives this
Person-centred CRM + funding-evidence reports
60%+

reduction in administrative hours for supervisors

Supervisor hrs / mo−61%
Before
18 hr
After
7 hr
What drives this
Automated stakeholder reports + AI summaries
5min

average shift-note completion · down from 15+ minutes on paper

Time per shift note−10 min
Paper
15+
minutes
Caredly
5
minutes
What drives this
Voice-to-text + tap-and-go forms
§

Source · outcomes observed in a 40-participant data-driven SIL provider environment between 2019 and 2025, prior to Caredly’s release. Individual results vary by participant cohort, support model, and rate of implementation.

§ 06Comparison

How Caredly compares.

The big three NDIS CRMs were built for rostering and billing, then bolted on everything else. Caredly was built around the person.

Capability
CaredlyOurs
ShiftCare
Lumary
SupportAbility
01 · Only on CaredlyCapabilities our competitors don't offer at all.
Person-centred CRM (per participant)
AI care assistant
Voice-to-text shift notes
AI-generated report narratives
Built by NDIS insiders
02 · Better on CaredlyWhere every CRM technically does it — but ours does it properly.
Customisable forms per participantLimitedLimitedLimited
Automated stakeholder reportsBasicBasicBasic
Per-participant pricingPer-userPer-userCustom
03 · Industry standardTable stakes. We meet them, so do they.
Australian data hosting
Capabilities matched
9/ 9
1/ 9
1/ 9
1/ 9
Already on ShiftCare, Lumary, or SupportAbility?

We migrate your data, your forms, and your team at no extra cost.

Migration is run by our co-founders, not a help-desk ticket. Most providers are fully onboarded within two weeks, with zero data loss.

Talk to us about migration
No setup feeNo lock-in
§ 07Pricing

Simple pricing. Pay for participants, not seats.

No per-user fees. No setup costs. No lock-in contracts. Bring your whole team — we charge by the people you support, not the seats you fill.

Early adopter50% off for your first six months — live offer for the next cohort.

Starter

01

1–10 participants · solo and small providers

$99/ participant / mo
First 6 months · $49.50 / participant / mo
Best for: a single SIL house finding its feet.
What’s included
  • Core CRM & participant profiles
  • Standard form templates
  • Basic reporting & PDF export
  • Email support
Request access
Most popular

Professional

02

10–50 participants · most popular

$149/ participant / mo
First 6 months · $74.50 / participant / mo
Best for: providers running 2–4 sites with shared supervisors.
What’s included
  • Everything in Starter
  • Custom form builder
  • Automated stakeholder reports
  • Dashboard & analytics
  • Voice-to-text shift notes
  • Priority support
Request access

Enterprise

03

50+ participants · full AI suite

$199/ participant / mo
First 6 months · $99.50 / participant / mo
Best for: multi-site operations preparing for plan-review season.
What’s included
  • Everything in Professional
  • AI care assistant
  • AI-generated report narratives
  • Funding evidence generator
  • Multi-site management
  • API access · dedicated AM
Request access
No setup fee
Onboarding is on us.
No lock-in
Month-to-month, cancel anytime.
Your data, yours
Full export, any time, no charge.
Australian-hosted
Sydney region. Australian support.
100+ participants · custom

Running a larger network? Let’s build something that fits.

Custom pricing, white-glove migration, dedicated infrastructure, and a named partner from our team. Designed for providers running 100+ participants across multiple states.

All pricing in AUD, ex GST. Final agreement subject to onboarding call & participant verification. A “participant” is one NDIS-funded individual in your active service caseload.

§ 08The team

Built by people who’ve lived the problem.

A two-person founding team — one operator, one technologist. Combined: thirty years on the inside of Australian disability services, and a postgraduate foundation in applied AI.

Technical co-founder

The technologist

A full-stack developer and AI solutions architect with a postgraduate background in artificial intelligence. Has spent years building software for the NDIS and broader healthcare sector — most recently inside aged care, where the daily realities of compliance, shift documentation, and stakeholder reporting shaped Caredly's data architecture.

  • MSc · IT (AI specialisation)
  • Years building NDIS & healthcare software
Commercial co-founder

The operator

Fifteen-plus years inside the NDIS sector — across SIL operations, regional management, and director roles at a leading provider. Built and validated, in the field, the data-driven reporting model that Caredly is now packaging into software so every Australian provider can run it.

  • 15+ years in NDIS · former Regional Manager & Director
  • Built the data-driven model in production
01

Person before platform

Software has to bend to the participant — never the other way around.

02

Evidence, not assertion

Funding, plans and care decisions all turn on data. We help you produce it.

03

Built with the sector

Designed alongside support workers, supervisors, and coordinators — not for them.

“We’ve seen firsthand how the right data transforms care outcomes. Caredly exists because every provider deserves the tools to deliver person-centred, data-driven support.”
— The Caredly co-founders
§ 09Early access

Join the waitlist.

We’re onboarding our first providers now. Get early access and 50% off for six months.

  • Personal onboarding from a co-founder
  • Migration support from your current system
  • Custom forms built for your participants
  • First-mover input into the AI roadmap
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