Student support rarely happens in a single conversation. A student might book a check-in with an advisor, follow up with a case manager, and meet with a conduct officer, all as part of the same situation. Advocate 9.4, arriving the week of October 26, 2026, helps staff see those connections clearly, find answers faster, and spend less time on administrative work.
Here’s what’s new.
Bring appointments into your Flex cases
With Associated Appointments, staff can now link appointments directly to Flexible Workflow cases. For institutions that let students self-book appointments, this is a meaningful shift. Those appointments, including ones booked through UniHub, can now be connected to the relevant case, giving case managers one place to see every interaction with a student.
The result is fuller context for every case. Staff can understand a student’s story at a glance, collaborate more easily across teams, and maintain more complete records for reviews and reporting, all without changing how appointments are scheduled and managed today.
Get answers instantly with Cosmo
Advocate now includes Cosmo, an AI assistant that helps users find answers and navigate the system. Instead of digging through documentation, staff can ask Cosmo a question and get a response drawn from Symplicity’s Help Center resources.
More improvements across Advocate
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Accessibility enhancements give staff more control when creating letters and downloads, helping institutions produce documents that meet accessibility standards.
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A new batch option for CARE Reports lets staff close out multiple reports at once, saving time when managing cases in bulk.
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Clearer activity logs make it easier for administrators to review case history and track workflow changes over time.
Continuing to support the people who support students
Every Advocate release is shaped by the feedback of the teams who use it every day. These updates reflect our ongoing commitment to helping institutions deliver connected, compliant, and student-centered support.
Current Advocate clients can find full details on this release in the Symplicity Help Center.
