Your back office, finally.
One dashboard for every family on your caseload. One link for intake. One click for the monthly parent progress report. Built by a school counselor for the people who do the actual work.
The honest pitch
The reason families come to you is your judgment, not your filing. The filing is the part that eats your evenings, your Sundays, and the version of you that wanted to do this work in the first place. Eformogi takes the filing.
You see every family on a single screen. You send one link for intake and the parent uploads from their phone in ten minutes. You hit one button at the end of the month and a beautiful branded progress report goes to the parent. The deadlines, the rec letters, the school list, the activities resume, all of it lives in one place that you and the family can both see.
Nothing else changes about your practice. Your CRM still owns your client relationships. Your scheduling tool still owns your calendar. Your essay process is still yours. We just take the part you hate.
What you get
- Caseload dashboard. Every family, every status, every blocker, on one screen. Red if a deadline is inside 14 days and a required field is missing. Green if they are ahead.
- One-link intake. Send one SMS or email. The parent uploads transcripts, scores, activity lists, and family info from their phone in under ten minutes. They never have to learn the word "vault."
- Parent progress reports. A polished, branded PDF you can send monthly. Pulls live from the family's record. Justifies your fee every time the parent opens it.
- Deadline engine. College deadlines, test dates, scholarship calendars, financial aid windows, on a per-family timeline. We nudge so you don't have to.
- Recommendation letter coordination.Signed requests to teachers, automated nudges, delivered to colleges when ready. The single most annoying part of your week, automated.
- Handoff package. One button exports the family's full application package, structured and ready, for the college, the scholarship committee, the tutor, or the next counselor.
See it for yourself
Set up your practice in five minutes. Free, always. No card. No trial clock. We'll never ask you to upgrade.
Get Started Free →or email me for a 15-minute walkthrough first
Who this is built for
- School counselors. Public, private, charter, international. Anyone running a college-going caseload inside a school. The filing burden is the same whether you bill for it or not, and so is what Eformogi takes off your plate.
- Independent educational consultants.IECA members. College admissions counselors who went independent. Learning specialists. Executive function coaches.
- Specialty academic advisors. Gap year planning. Transfer admissions. BS/MD. Conservatory and arts admissions. Graduate school strategy.
- Small consulting practices. Five to two hundred families a year. Where the value is judgment, not paperwork.
What it costs
The record is free for families, forever. Your students and their parents never pay for capturing, witnessing, issuing, or verifying the record.
Free for counselors. Always. School counselors, college counselors, IECA members, independent advisors. Whether you have ten families or two hundred. No card, no trial clock, no upgrade nag.
We make our money on the receiving side. Universities, districts, and other institutions pay us when they want to receive verified application packages with consent attached. The people doing the actual counseling work don't pay. Ever.
How the parent experience feels
The parent gets a text from you with a single link. They tap it on their phone. They take pictures of the transcript and the score report, type in a few fields, and they are done. Ten minutes, one time. They get a monthly progress report from you that looks like something from a private school. They never have to forward a document twice.
We do not market to your families. We do not email them. We do not show them ads. We are invisible to them. The only brand they see is yours.
The part that matters quietly
Underneath all of this, every time information moves, a receipt is generated. The family can see it. The receipt is signed, scoped, and revocable. We do not sell their data. We do not train AI on it. We never will. If they leave you, they take their record with them.
You do not have to think about any of this. We do. But when a parent eventually asks "wait, where does this data live," the answer is one you can give without flinching, and one we will back up in writing. That is what we are building underneath the dashboard, and the long version is on our principles page if you want to read it.
What this is not
It is not a CRM. It is not a scheduling tool. It is not an essay platform. It is not "AI for counselors." It is not a recruiting product. It does not compete with CounselorCorner or PrepWorks for your client relationship. It sits underneath whatever you already use and takes the back office part off your plate.
The origin
I was a public school counselor. I wrote a post in 2016 about why the people we serve should own their own records, and what a counselor's job could look like if the paperwork stopped being the job. Ten years later I am building it. Read the founder's note.
Talk to me
I am specifically looking for five independent counselors this quarter to run a real cycle on Eformogi. Not to pitch. To listen, to build the parts you actually need, and to give you the product free for the first season in exchange for your honest feedback.
Write to me directly at hello@eformogi.com. Tell me how big your practice is and how you currently handle intake. I will write you back the same day.
Marcus Siotkas
Founder, Eformogi. School counselor. April 2026.