Build your compliance pack. About five minutes.

Service agreement, progress note template, and a plan-manager invoice template — personalised for your participant, yours to keep.

Step 1 of 4 · Participant

~5 mins leftsynced

About the participant

The information that flows through every PDF in your pack.

Full name *

Preferred name (optional)

NDIS participant number *

Date of birth

Plan management

Primary goal from their plan *

Quoted directly. Use the participant's words from their NDIS plan.

all required fields filled

Built around NDIA guidance

We follow the NDIA's published practice standards. We don't say 'NDIS-compliant' — that's a regulated claim. You stay responsible for the records and services you provide.

It's a template, not legal advice

The PDFs are a strong starting point, written in plain English. For specific legal questions, talk to a regulated adviser.

No vendor lock-in

Export everything as PDF or CSV. The pack stays yours whether you sign up to Solodesk or not.