New Features in 2025.2 | Knowledge Base

We are excited to announce the release of version 2025.2 of Formulate Portal. Here’s what you can expect from this release:

Introducing AI-powered enhancements

Meet Imogen - our new AI assistant (Beta)

Our latest update introduces Imogen, Formulate’s new AI assistant, designed to help SEND teams make faster, more informed decisions.

Now available to early adopters, our new AI-driven features offer practical tools to support faster and more robust decision-making:

EHCP Summarisation – Automatically extracts key information from EHCPs, helping assessors complete Needs Profiles with greater speed and consistency.
Automated Rationale Generation – Instantly generate clear, evidence-based funding justifications to support conversations with settings, schools, and parents.
Quality Assurance Tools – AI checks for missing, contradictory, or inconsistent information to improve overall EHCP quality and reduce the likelihood of appeals.

Better collaboration across Service Areas

We have updated the system validation for form completion in organisations with multiple service areas. Previously, if a service user had a form completed under one Service Area, only Elevated or Admin users could start a new form for that same service user under a different Service Area. Now, any user with access to the relevant Service Area can initiate a new form for the service user.

Stability enhancements:

We have made substantial improvements to the software’s stability. You can expect a smoother experience with fewer crashes and interruptions.

Backend configuration improvements:

This release includes important backend enhancements aimed at optimising system performance and scalability. These updates will help us lay the groundwork for exciting features in future versions.

Bug fixes:

We have addressed a number of issues to enhance the reliability and performance of our software. For further details, please see the ‘resolved issues’ space.