Needs Attention dashboard
Open incidents, missing shift notes, unread messages, pending tasks, upcoming events and overdue RFS — ranked, in one list. Never browse every participant to find a problem.
Free forever — every feature, no card
Stop chasing.
Stop chasing.
Start coordinating.
One dashboard that answers a single question — what needs my attention? — instead of making you open twelve participant files and text six workers to find out.
Unlimited participants
Unlimited workers
No trial clock
Good morning,
Needs attention
Incident · High
Mary J. — behavioural
Missing note
John S. — Monday
RFS overdue
Compliance
HomePeopleTeamMore
Needs Attention
6 items2Open incidents
3Missing notes
4Unread messages
1Overdue RFS
Incident — Mary J.Behavioural · High
New
Missing shift note — John S.Support recorded Mon · Aisha K.
Remind
RFS overdue — David B.Sent to 3 providers
Chase
Compliance expiring — Tom R.First aid certificate
12 days
Why are coordinators free? Because coordination is where a participant's support actually holds together — and because your workers adopting SW Ally is how the platform grows. You're not the product; you're the reason it works. Independent workers on paid plans fund it, from $19.99 a month.
Everything a coordinator needs, included
No seat counts, no feature gates, no upgrade prompts.
Needs Attention
One ranked list of everything outstanding across your caseload.
Missing-note alerts
Support with no documentation, flagged with a one-tap reminder.
Incident management
New → Acknowledged → Investigating → Resolved, fully audited.
RFS Builder
Requests for Service in ninety seconds, tracked to a response.
Progress reports
Any participant, any date range, one clean PDF for plan reviews.
Worker compliance
Current / Expiring / Expired per worker, straight from their wallet.
The daily loop
Four steps, repeated. That's the whole job.
No browsing. No vanity dashboards. When the list is empty, you're actually done — and you can trust that.
1 · Open the list
Incidents, missing notes, unread messages, pending tasks, upcoming events and overdue RFS — ranked by what actually matters.
2 · Open the item
Straight into the participant, at the thing that needs you — not the top of their file.
3 · Act
Acknowledge the incident, remind the worker, post an update, assign a task, send an RFS.
4 · Next
Back to the list. The loop is short on purpose — it's designed to be finished.
In full detail
Everything on this list is on the free coordinator account.
Missing documentation alerts
SW Ally spots support recorded without a shift note and gives you one button: Remind worker. No more chasing by text, phone and email.
Participants & workers
Unlimited of both. Invite workers by email, assign and unassign them. Assignment is what grants access — remove it and access ends immediately.
Shift note review
Every note for your participants, across all their workers, with outcomes and progress against goals. Filter by participant, worker or date range.
Incident management
Notified the moment one is submitted. Move it New → Acknowledged → Investigating → Resolved with updates, attachments and a complete audit trail behind it.
Dashboard posts
Official updates workers read but can't reply to — with "seen by 4 of 6" so you know an important update actually landed.
Team communication
Messages attached to the participant, not scattered across three group chats. Read receipts, attachments and full history.
Shared participant calendar
Supports, appointments, meetings and transport, visible to the authorised team, with who created and changed each event.
Tasks & support requests
Assign a task to a worker with a due date, then watch it move Pending → Completed → Verified. Direct coordinator-to-worker, not a public marketplace.
Progress report export
A PDF summary of a participant across any date range — notes, outcomes, incidents and goal progress. Exactly what a plan review needs.
Compliance at a glance
A Current / Expiring soon / Expired chip per connected worker, drawn from their own compliance wallet, with access to the documents they've shared.
Invoice visibility
See whether your participants' supports have been invoiced and paid — without touching a worker's rates, business details or financial settings.
RFS Builder
A Request for Service in ninety seconds
You know the drill: open last month's Word template, delete the previous participant's details, re-type everything, attach it to an email, and hope.
SW Ally builds it from the participant record you already maintain. You choose exactly which needs and risk notes to include — nothing is shared by default — and it comes out as a clean PDF with your own logo and contact details on top.
- Auto-filled participant details — or initials only until a provider is actually engaged, which is the default.
- Supports requested: category, hours, frequency, days and times, location, start date and duration.
- Send to several providers at once, with a respond-by date.
- Tracked per participant: Draft → Sent → Response received → Accepted / Declined / Withdrawn.
- Overdue RFS surface on your dashboard the day the respond-by passes.
- Save your own templates for the requests you send repeatedly.
Request for Service
RFS-0117 · D.B.
Support type
Hours
Location
Respond by
Responses
Provider A
AvailableProvider B
DeclinedIndependent worker
AwaitingPrivacy comes first here. An RFS sends participant information outside the platform, so: you tick a consent confirmation before it sends, only the fields you explicitly selected are included, initials-only is the default until a provider is engaged, and every send is audit-logged — what went out, to whom, when.
Who sees what
Permissions your participants would agree with
Access comes from real relationships — which participants a worker is assigned to, and which coordinator they're connected with. Enforced on the server, on every single request.
| Area | Coordinator | Assigned worker | Other workers |
|---|---|---|---|
| Participant overview | ✓ | ✓ | — |
| Important Information | ✓ | ✓ | — |
| Shift notes | All notes for their participants | Their own notes only | — |
| Handover | ✓ | ✓ | — |
| Communication | ✓ | ✓ | — |
| Dashboard posts | Create & edit | Read only | — |
| Calendar | ✓ | ✓ | — |
| Incidents | Manage | Submit & own access | — |
| Documents | Permission based | Permission based | — |
| Invoices | Status visibility | Their own invoices | — |
| Worker compliance | Status chip | Their own wallet | — |
A worker can span several coordinators. One account, many relationships — and each coordinator only ever sees their own participants. Nothing to migrate when a worker joins your caseload.
SW Ally staff can't casually browse participant content either. Where support or a legal request genuinely requires it, break-glass access needs a written reason, expires automatically and is loudly audit-logged. Read how →
Getting started
Your first week
New accounts start with a clearly-marked demo participant so you see a working product instead of empty screens.
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Create your free account
Email and password. No card, no sales call, no minimum number of participants.
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Add your participants
Unlimited. Each is a single shared record — never duplicated per worker, so history stays whole when the team changes.
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Invite your workers
They accept by email and get their own account. A worker already using SW Ally with another coordinator just gets connected — nothing to migrate.
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Assign workers to participants
This is what grants access. Remove an assignment and access ends immediately.
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Work from Needs Attention
Open the item, act, go back. That's the whole loop.
Why coordinators choose SW Ally
- Free forever, on every feature — no seat count
- One list instead of forty participant files
- Documentation chasing happens automatically
- Plan reviews export as a PDF, not a scramble
- Permissions you can explain to a participant
- Australian data residency, hosted in Sydney
“
Knowing what is outstanding without opening every file — that is the whole brief we are building to.
Replace with a real pilot quote before launchCoordinator questions
Is it really free, or free-for-now?
Free, deliberately and permanently. Coordinators aren't a revenue line for us — independent workers on paid plans are. Your account has unlimited participants and unlimited workers with no feature gates.
What if my worker already uses SW Ally with another coordinator?
They keep one account. A worker can support participants connected to several different coordinators, and each relationship is separate — a coordinator only ever sees their own participants.
Do my workers have to pay to work with me?
Coordinator connection and team collaboration sit on the paid worker plans, from $19.99 a month, and every paid plan starts with a 7-day free trial. Most workers are already paying for it because that's also where invoicing lives.
Can I see my workers' invoices?
You see invoice status for your participants — sent, paid, overdue. You don't see or control a worker's rates, business details or financial settings. Their business stays theirs.
Can I require a shift note before an invoice is raised?
Yes — that's a coordinator setting for your own participants. Turn it on and a worker can't raise an invoice for that participant until the shift note is completed. It isn't imposed on everyone, and a worker with no coordinator has no such gate.
Can I export a participant's history if we leave?
Yes. Progress report export produces a PDF over any date range, and data export is available on request. Your records are never locked in.
Is SW Ally rostering or payroll software?
No, and it won't become one. No clock-in surveillance, no GPS tracking, no rostering, no payroll. It's documentation, coordination and invoicing.
Does recording an incident notify the NDIS Commission?
No. SW Ally records and manages incidents internally with a full audit trail. Your own reporting obligations to the NDIS Quality and Safeguards Commission remain yours.
Bring your workers with you
Free account, unlimited participants, unlimited workers. Set it up this afternoon and invite your team tomorrow.