AI Notes

AI notes, done before you leave the room.

Hit record, click finish, and the progress note is drafted before your client reaches the parking lot.

A therapist sits across from a client mid-session, listening, no laptop between them
The problem

Note-taking takes way too much time.

Documentation is a top driver of therapist burnout (Tebra, 2025), and the standard advice is type faster or stay later. We think that's a stupid fix. You should be reading notes and signing them, not writing them.

How Clerie helps

We make note-taking effortless.

Two clicks and a signature. That's the workflow.

Record the session, get the note

Hit record in person or inside a Clerie telehealth session, click finish, and the note is drafted by the time you sit back down.

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A recorded session becoming a signed note: the product, not a mockup.
6+ hrsback per therapist, weekly

SOAP, DAP, or your own template

The note drafts in the format you already use: SOAP, DAP, or a custom template you built yourself.

Book a demo →

The Clerie note template library with SOAP and DAP formats
The template library: SOAP, DAP, or one you built.

Treatment plans and safety plans too

The treatment plan drafts from the diagnosis and presenting problem, written insurance-friendly so the plan itself doesn't trigger a denial, and the safety plan pulls from homework, past sessions, and that plan.

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More than the note

Progress noteDrafted
Treatment planInsurance-friendly
Safety planPulled from homework + sessions
Drafted from today's session

Risk gets flagged to the supervisor

Harm language, suicidality, or a spiking assessment score raises an alert to the supervisor on its own; the AI was built with high sensitivity to self-harm.

Explore supervision →

Clerie's high-risk alerts: a flagged client surfaced for the supervisor with the reason and assessment trend
High-risk alerts land on the supervision dashboard, with the reason.

One note for the whole group

A 10-person group session becomes one drafted note that you review once and apply to everyone.

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One note, ten charts

Group progress note

Applied to 10 clients

Group session · 1 draft to review
What you get

It drafts your treatment plans and safety plans too.

  • Progress notes drafted from the recorded session, in person or telehealth
  • Treatment plans generated from the diagnosis and presenting problem, insurance-friendly
  • Safety plans that pull from homework, past sessions, and the treatment plan
  • Risk alerts sent straight to the supervisor on the sessions that matter
  • Group notes: one note, applied to up to 10 people
  • Private psychotherapy notes kept outside the official file, not discoverable by insurance
  • Zero client data used to train AI. Ever.

ReplacesTwofold · Standalone AI note-takers

Looking for intake forms and consent signatures? Those live in Scheduling & Onboarding.

Time back, verified

Therapists get 6+ hours back every week.

We threw out a stat we couldn't verify. This one held up.

6+ hrsback per therapist, every week

See what 6+ hours is worth at your session rate →

Look and functionality are clean and simple, easy to use, saves me time.
Verified Clerie customer
FAQ

The questions people actually ask on demos.

No. There's no practical limit, and we've never had anyone run out. Therapists sometimes spot the note counter in the app and get nervous; even at 30+ sessions a week, you won't hit a cap. Record every session, every week, and you'll still never see a bill for overages. We're not going to nickel-and-dime you per note. That pricing model belongs to the standalone note-takers, and it's one of the reasons we built this differently.

Stop doing notes after hours.

Book a demo, bring a real session, and judge the note Clerie writes against the one you'd have written at 9pm.

A 30-minute call with our team. We'll show you the note, the treatment plan, and the safety plan live.