TRIOPilot

TRIOPilot is a case management platform designed by TRIO professionals for the needs of Federal TRIO programs. It supports Educational Opportunity Centers, Talent Search, Upward Bound, Student Support Services, McNair, and Veterans Upward Bound, helping teams manage participant information and everyday program work in one place. Advisors can quickly log service contacts and view each student’s activity history, while administrators can build customizable application forms with conditional logic and multilingual support. A student portal lets participants check their status, upload documents, and contact their advisor.

The platform also includes live reporting tools designed around Annual Performance Report requirements, with dashboards, outcomes audits, a geographic heat map, custom reports, and CSV exports. TRIOPilot captures relevant information through applications, profiles, and contact records, then helps staff identify missing data before filing. Role-based access, audit logs, and encrypted data are among its stated security features. The service costs $1,000 per program annually, with unlimited staff and participant records.