🎙️ Recording & AI notes

Consent, recording, AI notes, and what happens to the audio.

• Turn AI notetaking on or off for your practice

  The one practice-wide switch that decides whether recording and AI notes are offered at all.

• Client consent for recording and AI

  How to record a client's answer about recording, what each answer allows, and how to change it.

• Record a session or upload a transcript

  Record a 1:1 session in your browser or an in-app call, or bring in audio or a transcript made somewhere else.

• Your AI notes: what they are and how to edit them

  Where the AI write-up lands, how to edit or redo it, and how to turn it into notes for your client.