What's in the walkthrough
- Tour overview
What Bluetail is and the SC admin loop it speeds up.
- Add a participant
Manual form, plus Smart Import (paste or upload a doc — Bluetail pulls the fields).
- Generate an NDIA form
Change of details, consent forms, progress reports — pre-filled from stored data.
- Draft an email blurb
Provider info requests, end-of-plan updates, check-ins — one click, participant info inlined.
- Summarise a long document
Drop in a 20-page plan, pick a style, tell Bluetail what to focus on.
- Polish a draft
Paste a rough email, get it back grammar-clean, more professional, or in plain language.
- Save to the participant file
Build a running log per participant — return six months later and see everything you did.
Ready to try it?
14-day free trial. No card up front. Cancel anytime.
