Automate Client Intake Summaries for Therapists
The Problem
Reviewing lengthy intake questionnaires before the first session takes therapist time that could be spent with clients.
What We Build
AI generates concise intake summaries highlighting key clinical information, presenting concerns, and relevant history — giving therapists a quick pre-session briefing.
Tools & Integrations
TherapyNotes Jane App Email Google Docs
How It Works
1
Discovery Call
We map your current client intake summaries process and identify exactly where AI saves the most time.
2
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
3
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate client intake summaries?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.