ASSISTANTS · WRITING AND COACHING
Less time shaping the paperwork.
More attention for the people behind it.
Interview assessments, match-support notes, and practical coaching—built around your agency’s standards and your staff’s experience.
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.
Practical help. Familiar work.
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.
Privacy and 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.
Start with the Assistant
$19 per 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. No sales call required.
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 trialMonthly billing. Each user has their own account. Usage limits apply. Recording and live transcription are planned enhancements, not part of the current release.
In beta · Paid launch targeted for January 2027
Built for match support specialists and match support specialist managers, the fuller workspace brings your call-day priorities, match context, notes, and follow-up together, with a reviewed MatchForce connection and the Assistants alongside your work.
Agency account and active Zapier account required. Your agency’s Zapier account connects MatchDesk with MatchForce. Assistants on its own does not require Zapier.
Zapier task planning: Our beta target is fewer than 250 tasks per agency per month for ongoing data updates. This is a planning estimate, not a verified usage guarantee. Initial setup and history import are additional. Actual usage depends on match volume and update frequency; we review your agency’s estimate and available task allowance before enabling the connection. Any Zapier subscription or task charges are separate from Method Apps.
See the context and priorities that help you arrive ready.
Keep contact work and follow-up organized in a shared agency workflow.
Review progress and data freshness so your team knows where to focus.
Selected beta-testing agencies receive access to both apps. At launch, choose access for each teammate: Assistants only, or MatchDesk with Assistants included. Mix both options within the same agency. Enrollment staff can stay with Assistants only; teammates who need the MatchDesk workspace can add it. Contact us if you’d like to join the MatchDesk beta.
Ask about testing both products