Your comprehensive solution for advising, retention, and student success. 

Hundreds of institutions are using the only all-in-one solution that can identify at-risk students, serve as a campus-wide communication tool, and provide a centralized data repository around the student. 

We know you have a lot to do, and we believe your record and caseload management system should make it easier for you – and your students – to succeed. Our seamless database puts you in charge with a fully customizable framework and all features available at no extra cost. Take a look at just some of what Slate for Student Success offers: 

  • Build forms for students, faculty, and staff

  • Query unlimited groups of records

  • Manage appointments and events

  • Schedule office hours

  • Communicate by email, SMS, and portals

  • Review cases with automated workflows

  • Easily integrate with most campus systems

Trusted by industry leading professionals.

Supported by experts.

Don’t just read about it.

See it in action.

  • Timeline


    Your one-stop shop for all interactions and transactions with a student. Filter, search, find the source of the action, or even resend messages directly from the timeline.

  • Workflow


    Manage and review caseloads through automated workflows. Send your files through a digital review process that’s customized for the situation and quickly get the appropriate approvals.

  • Campaigns


    Create and send multiple communications to specific groups of students. Our "set and forget" campaigns allow you to build emails and SMS messages once and let them run all year long.

  • Communication from the Record

    Communication from the Record

    Create and send multiple communications to specific groups of students. Our "set and forget" campaigns allow you to build emails and SMS messages once and let them run all year long.

  • First Draft

    First Draft

    Draft messages to students using Slate’s native AI. Use the text as written or quickly and easily edit for your own flair.

  • Forms


    Create an unlimited number of online forms for students, faculty, staff, or even parents. Make them public or put them behind your institutional single sign-on for security.

  • Record Segmentation

    Record Segmentation

    Sort student records into populations to streamline communications and querying. Add tags to records as quick references for your staff and faculty, and use specific data points to control user-aware permissions.

  • Events


    Create events with online registration, self-service rescheduling options, and automated, personalized communications. Set a capacity limit and toggle on the waitlist options for even more control over your campus activities.

  • Scheduler


    Schedule individual appointments and office hours without double-booking. Slate's scheduling tool integrates with your external calendar to automatically block your time and allows students to do self-service registration through portals.

  • Portal Appointments

    Portal Appointments

    Self-service student portals provide easy online appointment scheduling. Use premade events or set your availability and let Slate's integration with your calendar block out the appropriate times.

  • Early Alert

    Early Alert

    Find, track, and solve early alert situations as soon as they appear – or before they even pop up. See all alerts at a glance, communicate to groups or individuals, track interactions, and keep the data locked down to only those who should know.

  • Queries


    Query on only the records you need to see with our drag-and-drop query builder tool. Export the results to spreadsheets, documents, email recipient lists, and more.

  • Reports


    Turn your weekly and monthly reports into real-time analytics. Email or embed them into your Slate homepage for easy viewing.