TRIO case management
without the friction
TRIOPilot replaces Blumen, StudentAccess, or Lacai with a modern platform your advisors will actually enjoy using — and APR reports that write themselves.
Sound familiar?
"I spend more time fighting our software than helping students."
— EOC Advisor
"APR season is a nightmare. We're pulling data from three different places."
— Program Director
"The interface looks like it was built in 2005. Staff needs a binder full of tip sheets just to log a contact."
— Program Coordinator
Why TRIOPilot
Everything legacy tools aren't
Designed ground-up for TRIO workflows — not adapted from a generic CRM.
A modern interface, finally
Clean, fast, and mobile-first. TRIOPilot works beautifully on every device — no more pinching and zooming through legacy web apps. Advisors get up to speed in minutes, not days.
Fewer clicks, more impact
Log a service contact in seconds. Find any student instantly. Update APR fields inline — no nested menus or modal dialogs. Every workflow is streamlined to get out of your team's way.
APR compliance built in
The data model maps directly to the APR — Section II, III, and IV. Every field is accounted for at intake. When February comes, you're not hunting through spreadsheets. You're clicking export.
Reporting
February 28 deadline?
Already ready.
TRIOPilot ships a full reporting suite out of the box. Every report is generated live from your real participant data — no exports, no spreadsheet merging, no APR-season scramble.
- Live APR dashboard — Sections I–IV, updated in real time
- APR Outcomes Audit flags students with incomplete required fields
- Geographic distribution heat map by participant zip code
- Custom report builder with participant-level filters
- Full CSV export on demand
- Eligibility matrix enforced at the data model level
Everything your program needs
One platform. No add-ons. No per-seat pricing games.
Participant profiles
Full demographic, eligibility, and APR outcome data — captured at intake and editable inline. Every Section II, III, and IV field accounted for.
Custom application builder
Drag-and-drop intake form builder with conditional logic and rich text blocks. Supports multiple languages so students can apply in the language they're most comfortable with.
Contact logging & activity feed
Log a service contact in seconds. Every participant has a live activity timeline — contacts, profile changes, and threaded comments from staff — more like a case thread than a row in a spreadsheet.
Notifications
Real-time alerts for new comments, application submissions, and advisor assignments. Notification center on every portal with mark-as-read and dismiss.
Role-based portals
Separate portals for students, advisors, and admins. Advisors see their assigned caseload. Students stay engaged — uploading documents, checking their status, and staying in the loop throughout the process.
Program configuration
Custom branding (logo, color scheme), enrollment goals, income thresholds, high school lists, and confirmation screen copy — all admin-configurable.
Always improving
TRIOPilot is under continuous development. New features, enhancements, and improvements ship automatically — no downloads, no upgrade windows, no IT tickets. Every program gets the latest version the moment it's ready.
Pricing
Simple, transparent pricing
One price. Every feature. No per-seat fees, no module add-ons, no surprise renewals.
Per program. Billed annually. Cancel anytime.
Ready to leave legacy tools behind?
Early access is now open for Educational Opportunity Center programs. Talent Search, Upward Bound, and McNair support is on the roadmap — and early access customers shape what gets built next.