StepWise · How it works

How StepWise works, step by step.

From your goal pool to year two: what happens at each step, who does it, and what they see.

  1. 1Goal pool & accounts
  2. 2Student record
  3. 3Documents
  4. 4IEP studio
  5. 5Claiming goals
  6. 6Logging
  7. 7Home practice
  8. 8Results
  9. 9Reports
  10. 10Year two

Your goal pool and accounts

Before the first plan, Lite Software Solutions (LSS) sets up your centre with you.

LSS, with your centre
  • Your goal pool comes from your own curriculum. We agree it with you in meetings, you confirm it, and LSS loads it from an Excel or CSV template.
  • Staff, students and parents are imported from Excel templates.
  • Response sets (counts, durations, yes/no) and document types are set up for your centre.
  • Every goal StepWise suggests later comes from this pool, and only from this pool.
StepWise web app: a centre’s goal pool
A centre’s goal poolScreens are from a demo centre; every name is fictional.

One record for each student

Everything about a student lives in one place.

Centre admin and IEP coordinator
  • Profile and team: who the student is, and who works with them.
  • Documents, filed by year, month and type.
  • Access follows the team. Staff see only the students on their teams, and parents see only their own children.
StepWise web app: a student’s record
A student’s record

Documents, read by code first

Assessment reports and past IEPs become text you can check, before any AI step.

Automatic, inside your centre’s deployment
  • Code reads each document first: the text layer, then OCR in English and Arabic for scans.
  • Fact cards are exact quotes from that text. Code drops any quote that is not really in the document.
  • When an AI step uses a document, only its text is sent, with names, contact details, ID numbers and addresses replaced first, never the file itself.
Illustration: a glass page threading into five quote cards
Document text view: fact cards quoted word for word from a report
A document’s text, with its fact cards quoted word for word

The IEP studio, in six stages

The coordinator builds each plan here. The AI drafts where it helps; a person decides at every stage.

IEP coordinator, then parents and staff
  1. Stage 1

    Assessment

    An AI summary that cites its sources. The coordinator edits it and confirms it.

    IEP studio, Assessment stage: the AI summary with its sources
  2. Stage 2

    Suggested goals

    Goals suggested only from your centre’s own pool, each with a reason and its sources.

    IEP studio, Suggested goals stage: goals from the pool, each with a reason
  3. Stage 3

    Plan & settings

    For each goal: where it is worked on, how often, the target and the mastery rule. The plan assistant chat can propose changes, and you accept or reject each one.

    IEP studio, Plan and settings stage, with the plan assistant’s proposals
  4. Stage 4

    Finalize & send

    The finished plan goes to the family for their decision.

    IEP studio, Finalize and send stage
  5. Stage 5

    Parent decision

    Parents review the plan on their phone and approve it, or request changes. Each decision stays with the plan.

    IEP studio, Parent decision stage, with the trail of decisions
    StepWise phone app: a parent reviewing the plan
  6. Stage 6

    Active plan

    The approved plan’s goals wait on its claim board for staff to claim them.

    IEP studio, Active plan stage with its claim board

Everyone hears what needs them. Notifications arrive in the app’s bell and by email.

Staff claim their goals

Every goal ends up with the person who works on it.

Therapists and teachers, with the coordinator
  • Therapists and teachers claim the goals they will work on.
  • The coordinator can assign a goal to someone, or override a claim.
  • Today is where each session starts, on the phone or in the web app.
StepWise phone app: a therapist’s Today screen
Today, on a therapist’s phone

One tap per try

Therapists log while they work. ⊕ adds a try, and one tap answers it.

Therapists and teachers

With the prompt hierarchy, most independent first:

  1. Independent
  2. Gestural
  3. Verbal
  4. Model
  5. Partial physical
  6. Full physical
  7. No response

Or with the goal’s own response set:

  • Count
  • Duration
  • Yes / No
  • Record or upload a clip instead, and the assistant proposes the tries for a person to confirm. It uses only the speech, transcribed inside your centre’s own system, with names, contact details, ID numbers and addresses replaced before any AI step.
  • Clips are deleted after 180 days. The tries stay.
  • Staff can log in the web app too, on a laptop or tablet.
StepWise phone app: the logging pad, where ⊕ adds a try
The logging pad
StepWise phone app: a goal with its Record button, ready to log
A goal, ready to log or record
StepWise phone app: a goal's progress, start, now and change
Progress after each session
StepWise web app on a tablet: the logging pad
The logging pad on a tablet, in the web app
StepWise web app: tries found from a recording
Tries found from a recording, in the web app

Home practice, shared with families

Parents work on the same goals at home, and log it where the centre can see.

Parents, with the centre
  • Share a goal with a parent and it appears in their app.
  • They log home practice there. It is shown alongside centre sessions, and never decides mastery.
  • Parents see progress only on the goals shared with them, and only for their own children.
Illustration: a glass centre and a small house joined by a path of light
StepWise phone app: a parent’s home screen
A parent’s home screen
StepWise phone app: a parent logging home practice
Logging home practice
StepWise web app on a tablet: the family view
The family view on a tablet, in the web app

Results you can defend

Mastery follows a clear rule, and progress is worked out from the tries your team logs.

Worked out by StepWise, for everyone on the team
  • Mastery, by default, is 80% independent across 3 consecutive centre sessions of at least 5 tries each. The rule is set per goal while the plan is drafted.
  • The prompt-level score, from 0 to 100, shows prompting fading over time.
  • Home practice is shown alongside, and never decides mastery.
  • Corrections to a logged try need a reason.
StepWise web app: goal charts from start to now, with prompt levels
StepWise phone app: a student’s progress

Reports, dashboards and exports

The paperwork comes out of the data your team already logged.

IEP coordinator and centre admin
  • IEP and annual report PDFs with charts, in your centre’s language. Arabic reports read right to left.
  • The AI drafts the annual summary. Your coordinator edits it and shares it with the family.
  • A centre dashboard, and logs you can export to CSV or Excel.
StepWise annual report with progress charts
The annual report
StepWise web app on a tablet: the coordinator’s dashboard
The dashboard, on a tablet
StepWise web app: logs ready to export to CSV or Excel
Logs, ready to export to CSV or Excel

In your centre’s language.

Each centre runs in English, Arabic or Malay. In Arabic, the app and its reports read right to left.

  • English
  • العربية
  • Bahasa Melayu
StepWise web app in Arabic, laid out right to left

The overview, on the phone.

Coordinators and centre admins can check the overview and recent notices from their phone.

StepWise phone app: the overview with recent notices

Year two starts where year one ended

When next year’s plan is drafted, goals not mastered last year are put forward again and mastered ones are left out, so the new plan starts from real history, not a blank page.

IEP coordinator
Year one

Goals worked on through the year, with every try on record.

Year two

Unmastered goals are put forward again for the new plan; mastered ones are left out.

StepWise web app: a student’s plans by year, 2025–26 closed and 2026–27 in progress
Every year’s plan stays on the student’s record
Book a demo

See each step with your own team.

We will walk you through the studio, the logging pad and the reports, and answer your questions about setup and data.