AI therapy notes for counsellors, in the format you use

Choose the note format your practice uses. Request a draft from a live session, an uploaded recording or a post-session recap, then review and edit it before deciding what enters the record.

Nine formats · Counsellor-reviewed drafts · Separate save-to-record action

From session source to counsellor-reviewed note

1

Choose the source

Start from an eligible live session, upload or recording-free recap. A recap reflects only what the counsellor enters after the session.

2

Request a draft

Select a supported format and request an AI-generated draft. You request every draft yourself, so nothing generates without you.

3

Review and edit

Check the draft against the source, correct it and make the Assessment and Plan your own.

4

Decide what enters the record

Saving to the client record is a separate counsellor action.

What review looks like

Synthetic source

The client described waking earlier on three mornings and the counsellor stated that the agreed plan was to keep observing the pattern.

Requested AI draft

Data: Client reports waking earlier on three mornings. Plan: Continue observing the pattern as discussed.

Counsellor correction

The counsellor checks the wording, adds only their own assessment and chooses whether to save the note.

Know the limits of the draft

A recap is not a transcript

A recording-free recap can only reflect the details the counsellor provides; it cannot recover unentered dialogue.

An omission check with the passage behind it

A separate comparison proposes details from the transcript that the draft does not yet carry, each anchored to its source passage. The counsellor reviews every suggestion before it enters the note.

Clinical judgment stays with the counsellor

The tool organizes documentation. It does not supply the counsellor’s independent assessment, treatment decision or final record.

Safety and care decisions are not AI fill-ins

AI must not invent or decide safety or risk status, referrals, assignments, treatment changes, Assessment or Plan. These belong in a draft only when explicitly stated in the eligible source and remain counsellor-owned.

Privacy before convenience

Choose the session source deliberately

Therapy notes can contain health data. Before using a recording or recap, the responsible practice must establish the appropriate legal basis, give the required information and use the source only for its stated purpose. If recording is not appropriate, a counsellor can type a post-session recap. Providers, transfers, retention and rights are set out in our data processing agreement.

Questions about AI therapy notes

Do I have to record a session to create a draft?

No. You can use an eligible live session, upload an existing recording or type a post-session recap without recording the conversation.

Which therapy-note formats are supported?

SOAP, DAP, BIRP, GIRP, PIRP, SIRP, PIE, Narrative and EMDR. EMDR numeric fields such as SUD and VOC remain counsellor-entered.

Are notes generated automatically?

No. The counsellor selects a supported format and requests the draft for an eligible session source.

How does the missing-detail check work?

It builds a checklist from the transcript without seeing the note, matches each item to its source passage, and then checks whether the saved note already carries the same substance. Every proposed omission comes with the passage behind it; the counsellor decides what enters the note.

Who decides the Assessment, Plan and safety-related content?

The counsellor. AI must not invent or decide safety or risk status, referrals, assignments, treatment changes, Assessment or Plan. Source-explicit material still requires counsellor verification.

Does a generated draft enter the client record automatically?

No. Reviewing and editing the draft comes first; saving it to the client record is a separate counsellor action.

See the therapy-note workflow before choosing

Apply for the one-month free pilot — you can request a demo walkthrough right in the form. Inspect the nine formats and decide whether the review workflow fits your practice.

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