Client Session Summary
Warm, client-friendly summary of the session for the client's reference.
Generate this note from a recording or dictation
Free — 10 sessions per month, no credit card required.
Template structure
The client session summary template captures these sections automatically from your recording.
- 1Session Overview
- 2Key Insights
- 3Progress
- 4Takeaways
- 5Action Items
Built for
How it works
- 1
Record or dictate the session
In-person, telehealth, or hybrid. Audio is deleted immediately after transcription — never stored.
- 2
Pick the Client Session Summary template
Or set it as your default for this session type so future recordings use it automatically.
- 3
Review and finalise
Your note is generated in the structure above. Edit anything you want — your practice, your voice — then save to the client record.
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Try the Client Session Summary template free
10 sessions per month on the free tier. Upgrade anytime from $19/month + GST for more sessions, longer recordings, and unlimited dictations.