All case studies
EdTech SaaS|2025|Web

Lily Assist

AI-powered evaluation reports that give school psychologists their time back.

An AI-powered SaaS platform that streamlines the complete psychoeducational evaluation workflow for school psychologists - from managing assessments and calculating scores to generating professional narratives and polished reports. It combines workflow automation, domain expertise, and AI to cut administrative effort while keeping clinicians in full control of the final evaluation.

MVP → full product
Shipped, then grown with practitioners
End-to-end
Manages the whole evaluation workflow
AI + oversight
Narratives drafted, clinicians in control

The challenge

School psychologists face growing caseloads while spending hours preparing comprehensive psychoeducational reports - collecting data from multiple assessments, interpreting complex results, documenting interviews and observations, and producing reports that meet clinical and educational standards. That administrative load leaves less time for what matters most: supporting students. The client needed a platform to streamline the entire evaluation process without sacrificing quality, consistency, or professional standards.

What we did

1

Discovery with practitioners

Worked closely with experienced school psychologists to understand evaluation methodologies, reporting standards, and real clinical workflows - translating years of domain expertise into software through iterative validation.

2

Automate the whole workflow

Built assessment workflow management, a comprehensive assessment library, interview and observation forms, and automated score calculations - not just report writing, but the entire process.

3

AI narrative engine with oversight

Created an AI narrative engine that turns structured assessment data into clear, professional psychoeducational reports while maintaining consistency, accuracy, and full clinician control.

4

Ship a real SaaS

Delivered secure user management, subscription & billing, an admin/analytics dashboard, and a professional report builder - a scalable platform from MVP to full product, with ongoing enhancements.

Screens

Assessments
Assessment library & automated scoring
Narrative
AI-generated report narratives
Report
Professional report builder

Placeholder frames - real screenshots drop into /public/cases/lily-assist/.

"The team is incredible. From ideation to MVP to a full-featured product with ongoing support, every step has been exceptional - communicative, innovative, collaborative, and a pleasure to work with. I trust them to get things done right, and they deliver every time."
Placeholder Name - School Psychologist & Founder

Stack

Full-stack web platformAI narrative engineAutomated score calculationsSubscription & billingSecure user managementAnalytics dashboard
Download the Playbook Next case: Connexa