The Fully Automated Document Lifecycle Designed for NDIS & Aged Care Providers
Turn every file, form, and signature into an intelligent workflow that protects your compliance, eliminates admin, and keeps your entire organisation audit-ready.
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Why “Document Chaos” Is Burning Your Time, Money, and Peace of Mind
Your current tools treat documents like static files.
SharePoint folders. PDF uploads. Scattered Google Drives. Email attachments.
None of them speak to your rostering, invoicing, compliance, or payroll systems.
And the result?
Providers told us:
“Nothing was user-friendly. Nothing was all in one. We were using multiple systems that didn’t sync at all.”
“Documentation was 75% of my workload - the admin was too much.”
“ShiftCare was getting so expensive, and I still needed ClickUp and SharePoint just to track documents.”
This is the document burden RomeoHR eliminates.
Benjamin Clarke
Director of Operations, NDIS Provider (VIC)
Documentation was honestly taking over my life. It felt like 75% of my job was paperwork, not care, and I was constantly worried something would be missing or out of date when an audit came around. With RomeoHR, everything is stored properly, tracked automatically, and linked to the right workers and participants. Expiries, training, and incident follow-ups are no longer living in my head or on sticky notes. I don’t lie awake at night stressing about compliance anymore - I can actually sleep.
Chloe Mitchell
Client Services Lead, NDIS Provider (WA)
Before this, nothing was all in one. We had documents in emails, folders on desktops, and bits of information spread across different systems that never synced. It was exhausting trying to find the ‘real’ version of anything. With RomeoHR, documents, compliance tasks, and workflows are finally connected in one place. Everyone knows where to go, nothing gets quietly forgotten, and it feels like a huge weight has been lifted off my shoulders.
The only NDIS-ready document intelligence system that automates the entire lifecycle - not just storage.
RomeoHR doesn’t give you a “document tab.”
It gives you a document nervous system.
With the Active-Doc Engine, every document you create, upload, sign, or update is:
This is document automation, not document storage.

James Barker
Finance & Billing Officer, NDIS Provider (ACT)
From a Finance & Billing point of view, RomeoHR has completely changed how we work. Before, we were manually reconciling rosters, timesheets, and invoices, trying to keep NDIA claims and payroll in sync across multiple systems. Month-end always felt like triage. Now everything flows from roster to timesheet to invoice to payroll in one place, with clear variance reports and funding visibility. Our write-offs have dropped, cash flow is smoother, and I finally feel on top of the numbers instead of constantly catching up.
Emily Carter
HR Manager, NDIS Provider (NSW)
As an HR Manager, I used to juggle spreadsheets, shared drives, and email trails just to keep staff files and compliance up to date. Contracts in one folder, screening checks in another, training records somewhere else - it was a headache, and audits were worse. With RomeoHR, every worker has a proper digital file: contracts, checks, licences, training, reviews, and notes, all with expiry alerts and history. Onboarding is structured, performance reviews are traceable, and I finally feel like HR is running proactively instead of putting out fires.
Because This Is Where Compliance Actually Lives
Because compliance lives inside documentation.
Every provider we spoke to said their biggest risks and time drains were:
Your software should solve these problems automatically.
Not dump documents in a folder and ask you to remember what needs to happen.
How Documents Turn Into Automated Compliance - Step by Step

AI-Powered Creation
Generate NDIS-compliant documents instantly:
AI pulls details from the participant profile, funding, goals, and past services - eliminating copy-paste errors and protecting you from audit risk.
Smart E-Signatures (No More DocuSign Costs)
Send documents for signature directly from RomeoHR.
Once signed:

No uploads.
No emails.
No “Did you receive the agreement?” ever again.

The Right Documents - In the Right Hands - Automatically
✅ Support workers see care plans - but NOT service agreements.
✅ Plan Managers see agreements - but NOT internal HR files.
✅ Participants see their signed documents - but NOT staff compliance.
One toggle = full confidentiality.
Never Miss an Expiry - Stay Compliant Without Thinking About It
Every compliance document:
…is monitored automatically.
The system alerts:
- ✅ The worker
- ✅ The admin
- ✅ The coordinator
30 days before expiry so nothing ever falls through the cracks.
No more panic during audits.


When an Incident Happens, the Right Actions Happen Automatically
Support worker marks:
“Incident occurred during shift.”
The system instantly:
Zoe Harrison
Program Coordinator, NDIS Provider (NSW)
Support workers forgetting to write notes or report incidents was one of our biggest risks. Even with training and reminders, things slipped - especially on busy shifts. What we needed wasn’t more emails, but a system that triggered the workflow automatically. With RomeoHR, staff can’t just clock out and walk away; they’re prompted to complete notes and incident reports before the shift is considered done. Follow-ups and reviews are tracked in the background, so nothing quietly disappears. It’s been a game-changer for our quality and safeguarding - I’m no longer relying on memory or goodwill to keep us compliant.
Capture Documents On-Site - Instantly Compliant, Instantly Filed
Carers can take photos of:
The app converts them into Active-Docs:

No more texting photos.
No more email attachments.
No more lost paperwork.

Audit Evidence Created Automatically - Without Human Error
Every document becomes:
And because it’s automated, your team can’t accidentally break compliance.
Stop Worrying About Documents - and Sleep Knowing You’re Compliant
What your business looks like after Active-Doc Engine
Sarah Whitmore
Operations Manager, NDIS Provider (VIC)
As Operations Manager, I was constantly patching gaps between rostering, documentation, and compliance. If a worker forgot a note or a form, it became my problem days later. With RomeoHR, the workflow is built into the shift -staff are prompted to complete notes, incidents, and required forms before they’re done. I can see at a glance what’s outstanding and what’s overdue, instead of keeping a to-do list in my head. It’s taken a huge mental load off and made our operations feel controlled instead of reactive.
Liam Patterson
Support Coordinator, NDIS Provider (QLD)
As a Support Coordinator, I need to know what’s actually happening with my participants -not just what’s in someone’s inbox. RomeoHR gives me a clear view of shifts, notes, incidents, and documents in one place, so I’m not chasing workers or sifting through emails to understand the story. When I speak with families or planners, I can answer confidently because the evidence is right there. It’s made coordination feel organised and professional instead of constant catch-up.
Why “Document Storage” Fails - and Document Intelligence Wins
| SHIFTCARE | CAREMASTER | VISUALCARE | ROMEOHR ACTIVE-DOC ENGINE |
|---|---|---|---|
| Static file uploads | Basic document storage | Uploads + limited templating | AI document creation |
| No automated distribution | No AI creation | No AI | Full workflow automation |
| Limited workflow logic | No Active-Doc intelligence | No distribution automation | Auto-distribution |
| External tools required (DocuSign, SharePoint, Google Drive) | No mobile document capture | Auto-filing | |
| Auto-expiry alerts | |||
| E-signatures integrated | |||
| Trigger-based workflows | |||
| NDIS compliance framework | |||
| Mobile capture → instantly audit-ready |
This is not a “document feature.”
This is your compliance engine.
Emily Carter
HR Manager, NDIS Provider (NSW)
As HR Manager, I used to live in spreadsheets and shared drives just to keep up with contracts, licences, worker screenings, and training records. Every audit or complaint review meant days of chasing documents and hoping nothing was missing. Once we automated documents in RomeoHR - templates, expiries, reminders, and proper staff files - my workload and stress dropped immediately. I can see at a glance who’s compliant, what’s overdue, and what’s already handled. For the first time, HR feels proactive and under control instead of a constant fire drill.
James Barker
Finance & Billing Officer, NDIS Provider (ACT)
From a Finance & Billing perspective, document chaos used to slow everything down -missing agreements, outdated service schedules, unclear approvals. We’d hit roadblocks at invoicing because the paperwork behind the claim wasn’t easy to find. With RomeoHR automating documents and tying them to participants, services, and shifts, our billing flows cleanly and our evidence is always ready. Month-end is calmer, cash flow is smoother, and I’m not chasing people for paperwork anymore. It’s made a huge difference to both accuracy and peace of mind.
Frequently Asked Questions
Yes. The Active-Doc Engine is a core module inside RomeoHR, not an add-on or bolt-on. Every document you create, sign, store, or track is fully integrated into the platform and connected to your rostering, payroll, invoicing, and compliance workflows.
Yes - completely.
RomeoHR replaces file storage, e-signatures, distribution, and tracking in one system. You no longer need external drives, email attachments, or third-party signature tools. Documents are created, signed, filed, distributed, and tracked automatically inside RomeoHR.
Yes - with strict role-based visibility.
Staff see only the documents relevant to their role. Participants access their agreements and care documents. Plan Managers see what they need - and nothing they shouldn’t. Confidentiality and access control are enforced by the system, not manual rules.
Yes - fully automated.
RomeoHR continuously monitors expiry dates for worker checks, care plans, risk assessments, and agreements. The system sends proactive alerts before anything expires, so you’re never caught off-guard or scrambling before an audit.
Yes.
Support workers can capture photos, forms, and documents directly from the mobile app while on-site. These instantly become Active-Docs - automatically filed, time-stamped, linked to the correct shift or participant, and ready for compliance review.
Yes - natively.
Unlike systems that rely on fragile integrations, RomeoHR is built as one platform. Documents connect directly to shifts, invoices, payroll, and funding records. There are no silos, no syncing delays, and no manual reconciliation.
Yes - by design.
Every document includes a complete audit trail with timestamps, user actions, workflow history, and compliance metadata. When auditors ask for evidence, everything is already organised, searchable, and defensible - no last-minute panic.
Yes. We migrate your data and workflows into RomeoHR for you.
Most providers save money by eliminating 3–6 separate tools. And the time savings alone often exceed the subscription cost.
Active-Doc Engine -Document Control Without the Stress
RomeoHR’s Active-Doc Engine turns documents from a daily source of risk, admin, and anxiety into a fully automated compliance system that runs quietly in the background of your business.
Instead of storing files and hoping nothing gets missed, Active-Doc Engine actively manages the entire document lifecycle - from creation, to signature, to storage, to expiry, to audit evidence.
With Active-Doc Engine, you can:
The result?
✔ Fewer mistakes
✔ Fewer compliance risks
✔ Less admin
✔ Less mental load
✔ More confidence
✔ More time back for care
This isn’t document storage.
It’s document intelligence - built for NDIS & Aged Care compliance.
RomeoHR – All-in-One NDIS Workforce, HR & Compliance Platform
ABN : 55 669 693 930 • Based in Australia
