Runs locally in Microsoft Word Document contents stay on your device No document upload required
Working Document Helper for Microsoft Word

Working Document Helper — see every YP, LA and agreed change in a SEND working document in colour

SEND working documents use bold, italic, underline and strikethrough to show who proposed what. Working Document Helper reads that formatting and colours every change following the standard tribunal key — in one click.

Runs locally in Word · No AI · Your document content stays on your device

How it works

The formatting already says who changed what

No re-keying, no manual highlighting. If your working document follows the tribunal formatting convention, WD Helper can colour it.

1 · Scan

Open your working document

WD Helper reads every character and detects its formatting — bold, italic, underline and strikethrough.

weekly SALT · transport · agreed
Read: 5 changes across 3 paragraphs
2 · Colour

Apply the tribunal key

One click colours everything: bold → YP yellow, italic → LA blue, underline → agreed green, strikethrough → deletion red.

weekly SALT · transport · agreed
✓ Coloured · nothing missed
3 · Accept

Finalise once it’s agreed Pro

Accept Agreements removes the agreed markup — agreed deletions dropped, agreed insertions kept — leaving a clean plan.

old wording new wording
→ new wording
Use cases

Built for the SEND working document process

Solicitors & SEND advocates

Every party’s changes, colour-separated

Reading a working document by formatting alone is slow and error-prone. Colour makes each party’s amendments — and every deletion — obvious at a glance.

  • YP amendments in yellow, LA amendments in blue
  • Deletions flagged red so nothing slips through
  • Runs inside Word — no reformatting by hand
Working Document — Word
The young person will receive weekly speech and language therapy fortnightly,
delivered by a Band 6 therapist,
as agreed at the November hearing.
Coloured → 5 changes · 2 YP 2 LA 1 agreed
Local authorities & caseworkers

Your team’s colours, on every plan

Prefer a different scheme, or need to match house style across a whole team? Set your own colours once and save them as a profile so every caseworker’s output looks the same.

  • Editable colour for each formatting type Pro
  • Consistent colour coding across every case
  • Highlight and font colour both configurable
WD Helper — Colour profile
Set the colour for each tribunal category:
Bold — YP amendment
Italic — LA amendment
Underline — Agreed
Strikethrough — Deletion
Finalising the plan

One clean document when it’s all agreed

When the parties agree, the underlined text becomes the final wording. Accept Agreements resolves it for you — dropping agreed deletions and keeping agreed insertions — so the EHC Plan reads cleanly.

  • Underlined + strikethrough → removed (agreed deletion)
  • Underlined text → kept, underline stripped (agreed insertion)
  • A tidy, finalised plan in seconds Pro
WD Helper — Accept Agreements
Before
therapy weekly twice weekly, reviewed termly.
After
therapy twice weekly, reviewed termly.
Pricing

Free to install. Pro for teams and finalising.

Colour-coding is free forever. Pro adds custom colours and one-click finalising for heavy, repeated casework.

Feature Free Pro
Colour code working documents
Table processing
Custom colour profiles
Clean document / accept agreements Resolves agreed markup — drops agreed deletions, keeps agreed insertions — to produce a finalised plan.
Organisation

Rolling out to a team?

Everything in Pro, plus central deployment across your Microsoft 365 tenant, volume licensing, invoiced billing and priority support — without each caseworker subscribing individually.

Privacy by design

Case data stays on your device

Working Document Helper colours your document on your own machine, inside Microsoft Word. No AI reads the contents of your case and the document is not uploaded to us to be processed — which matters when a working document names a child.

Account, licensing, payment and analytics information is handled by our service providers. That traffic is why the add-in is listed as able to send data over the internet; it is separate from the contents of your working documents. Privacy explained →

  • Colour coding runs locally in the Word add-in
  • No AI models read your working documents
  • EHC plans are not uploaded to colour them
  • No external server needed for the core automation

Full documentation available

Step-by-step guides covering colour coding, accepting agreements, pro features, and more.

Free on Microsoft AppSource

Open your next working document with WD Helper already in the ribbon

Installs in under a minute from AppSource. Works with the working documents you already exchange.