AI Therapy Notes: Have AI Save Every Session to the Right Client

The Problem

• —After a session there is a recording somewhere and a note to write before the next client arrives.
• —Before the following session you hunt through folders to find what you talked about last time.

Imagine This

Your session ends at 3pm. By 3:10 a draft note is waiting in that client record, next to the transcript. You read it, correct a line and sign it off. Next week, that note is the first thing you see.

How It Works

What Changes

You can find the previous conversation in the client record instead of hunting for it, and every note is still yours to sign.

The service behind this

Session records are health information, so every tool is checked for the privacy agreements it needs before anything is connected.

• Operations

  CRM Implementation Coming soon

  Build a CRM your team can actually run on.

Workflows that go with this one

• Use case

  Chase Unpaid Invoices Automatically

  The invoice is overdue and the reminder feels awkward, so it waits. Polite reminders go out on their own and stop the day it's paid.

  See how it works →

• Use case

  File Every Signed Document Automatically

  When a contract or form is signed, the signed copy is saved to that customer in your CRM and your shared drive, without anyone downloading it.

  See how it works →

• Use case

  Fill Your Contracts and Proposals From One Form

  You copy the last client's contract and hope you changed every name. Answer one short form and your template fills itself in.

  See how it works →

See every workflow you can hand to AI →