From interview notes to a clearer assessment
Paste notes or upload Word, PDF, or text. Organize the evidence around your agency’s interview template, see what needs follow-up, and review a draft when your role allows it.
Interview assessments, match-support notes, and coaching—built around your agency’s standards and your staff’s judgment.
Built for Big Brothers Big Sisters agencies by people who’ve done the work inside them.
One simple workflow
Paste text or upload a document you’ve reviewed.
Interview assessment, support note, or QA & coaching.
Check the evidence, improve the note, and make it yours.
Your staff remain the authors. Your agency controls the templates and training permissions.
Practical writing help. Familiar BBBS work. No MatchForce connection required.
Paste notes or upload Word, PDF, or text. Organize the evidence around your agency’s interview template, see what needs follow-up, and review a draft when your role allows it.
Bring your contact notes together, identify missing details, and prepare a clearer record. You check the facts and decide what belongs in the final note.
Mark a teammate as in training. They receive support and feedback, without a finished AI-written note. An agency administrator controls when drafting becomes available.
Manage policies, blank templates, section headings, and writing preferences from one admin page. Review and approve guidance before the Assistant uses it.
Choose among configured, agency-approved options from Anthropic (Claude), OpenAI, and Google (Gemini). Available choices depend on your agency’s setup; training rules apply to every option.
Choose QA review & coaching to see what worked well, what could improve, and ideas for your next interview or support conversation. It’s private self-review, with you in control.
Private means knowing who can access your information, how it is processed, and when it is removed. We explain those boundaries before your agency starts using participant information.
Read the data-use and retention termsAccounts and permissions keep agency work separated. Staff conversations are private to their owner; admin access is not automatic access to those conversations.
Saved Assistant conversations and agency guidance are encrypted. Original uploaded documents are discarded after text extraction.
Saved conversations expire 30 days after creation and can be deleted sooner. Agency guidance stays until an administrator deletes it. Backups have separate retention.
McBride Method does not use your agency’s content to train its own general-purpose models. Selected AI providers process submitted content; their retention terms apply. Use only agency-approved information and provider options.
One product. Named seats. Cancel before the trial ends and you won’t be charged.
BBBS Assistant
$19 / user / month
Start with one user and add teammates when you’re ready. Sign up online, create your individual or agency workspace, verify your email, and start your 14-day free trial through secure Stripe checkout.
New workspaces get a 14-day free trial. A payment method is required. After the trial, your subscription automatically renews at $19 per user each month, plus applicable tax, unless you cancel before the trial ends. Cancel in Manage billing. One trial per workspace; returning subscribers pay at checkout.
Online signup and checkout are opening soon. The trial will be available when signup opens.
Start your 14-day free trialUsage limits apply. Recording and live transcription are planned enhancements, not part of the current release.