Comprehensive Hearing & Eligibility Support System

Every Family Deserves
An Organized Advocate

CHESS helps advocacy organizations manage IHSS, Regional Center, and Special Education cases — so you can focus on the families who need you.

IHSSIn-Home Supportive Services

Track applications, appeals, and authorized hours across the full IHSS lifecycle.

Regional CenterDevelopmental Services

Manage IPP meetings, fair hearings, and service coordinator relationships.

Special EducationIEP, Section 504 & Due Process

Coordinate IEP development, hearing requests, and compliance reviews.

Two Perspectives, One Case

Advocates Manage. Families Follow Along

The Advocate's View

Active Cases

12

This Week

3

Overdue

1

CaseTypeStatus
Garcia, M.IHSSActive
Chen, L.IEPHearing
Okafor, A.RCDone
WorkflowStep 2 of 4
Advance Step
Set Deadline

The Family's View

Secure client portal

Case ProgressStep 2 of 4
IntakeUnder ReviewHearing ScheduledResolution
Getting Started
Your Advocate Is Working on It
Important Date Coming Up
Almost There!

From your advocate

“Working on your case — making good progress!”

The Case Lifecycle

From First Contact to Case Resolution

How advocates and families work together through CHESS, step by step

Intake
1
Advocate

Receive Referral

New client reaches out for IHSS, Regional Center, or IEP advocacy support.

2
Advocate

Create Case File

Open the case, select the workflow type, and link the client record.

Onboarding
3
Advocate

Invite Client

Send a secure portal invitation so the family can access their case.

4
Family

Client Onboarding

Family completes the 5-step portal setup — personal info, address, and contacts.

Active
5
Advocate

Assign Workflow

Select from 24 workflow types — each with defined states and transitions.

6
Advocate

Track Deadlines

Automated alerts for hearing dates, filing windows, and compliance milestones.

7
Family

View Progress

Families see step-by-step case progress in their own secure portal.

8
Both

Share Documents

Upload forms, download shared files — organized by workflow state.

Resolution
9
Advocate

Prepare for Hearing

Compile evidence, track ALJ assignments, and coordinate with agencies.

10
Family

Stay Informed

Real-time notifications and advocate messages keep families in the loop.

Complete
11
Both

Resolution & Reporting

Close with full audit history — HIPAA-compliant and ready for funders.

Built for Advocacy

The Tools Your Team Actually Needs

24 Workflow Types

Database-driven state machines for IHSS applications, Regional Center hearings, IEP development, Medi-Cal appeals, and more.

IHSS InitialIHSS AppealRC HearingIEP DevelopmentMedi-Cal Appeal504 PlanFair Hearing

Family Portal

Clients track their own cases with a step-by-step progress view. Upload documents. Leave comments.

HIPAA Compliant

Role-based access, audit logging, encrypted data at rest. Built for sensitive client information.

Deadline Tracking

Automated alerts for hearing dates, filing windows, and compliance milestones across every case.

Document Management

Organize case files by workflow state. Dropbox integration. Client-visible sharing controls.

Pricing

Straightforward plans for advocacy organizations

Start with a 30-day trial, move to monthly, or choose an annual enterprise rollout for larger implementations.

Advocate workspace
Client portal
24 workflow types
Secure documents
Dropbox integration
Workspace admin tools

Annual rollout

The same CHESS platform, with onboarding and implementation support scoped to the rollout.

Free Trial

Full platform access

30days

Create your workspace, invite staff, and evaluate CHESS with full access.

Open Workspace
Most teams choose this

Monthly

Full CHESS workspace with clean recurring billing.

$250per month
Full CHESS workspace for your team
Cases, clients, workflows, and document sharing
Simple recurring billing
Start 30-Day Trial
Billing starts after the trial

Enterprise Annual

$2,000 per year

Contact us for an annual agreement with the same CHESS feature set, plus AI integration support and a rollout path sized for your organization.

Everything in monthlyAI integration supportCustom onboarding available
Contact Us

Onboarding and implementation may be quoted separately based on rollout scope.

Ready to Streamline Your Caseload?

Sign in to your organization's CHESS workspace, or get started with a new account.

CHESS - Advocacy Platform