AI Clinical Workflow Automation for Therapy Practices

Clinical workflow that runs itself.Keep clinical decisions in your hands.

From intake to discharge—streamline the entire practice flow.Beyond scribing: clinician-led AI that reduces admin across the full session lifecycle.

See the end-to-end workflow in a quick demo.

Built for therapy practices
Consent-first design
Privacy-first posture

PIPEDA-compliant privacy posture • Consent-first client connection • Confidential by design • Clinician remains fully responsible for clinical decisions

Request a Demo

A quick walkthrough of the full clinical workflow—from intake through documentation and follow-up.

We’ll email you to schedule a time that fits your calendar.

Save time

Streamline intake, session capture, documentation, and follow-up so your day ends on time.

Stay clinician-led

Soma supports the workflow—your clinical judgment stays in control at every step.

Privacy-first

Consent-first design with confidentiality and control built into the entire workflow.

Full-session workflow automation—built for therapy

Soma is a clinician-led AI assistant designed to streamline the entire clinical workflow—from intake and session capture to documentation and follow-up—so you can focus on care, not admin.

Documentation that fits your workflow

Generate structured drafts you can review, edit, and finalize quickly—using templates that support consistent, clinic-wide operations.

Beyond scribing. Orchestrate the whole day

Optional prep and follow-up features help you stay oriented, reduce back-and-forth, and keep care moving between sessions.

Built for confidentiality

Consent-first, privacy-first, and designed for professional standards across the full client journey.

How it works (4 simple steps)

A full clinical workflow designed for therapy practices—fast to adopt, easy to run.

1. Add clients

Connect clients with consent.

2. Capture session details

Transcribe with no retention of audio.

3. Auto-generate notes

Get structured drafts automatically and quickly.

4. Optional insights & follow-up

Deliver supports and track progress—always consent-first.

Intake → Session → Notes → Follow-up. One connected workflow.

Reduce handoffs and rework with a clean, clinician-led flow—capture what matters, draft faster, and keep clients supported between sessions.

Recording
Core workflow

One-click capture that keeps your session flowing

Stay present with clients while Soma captures session details you choose—so documentation and follow-up don’t spill into your evenings.

Soma recording workflow screenshot
  • Less toggling, less typing—more clinical presence
  • Designed for consent-first use and professional standards
Session Notes
Core workflow

Notes in minutes—standardized, editable, and ready to finalize

Generate structured drafts that align with your clinic’s documentation style. Review, refine, and approve—without losing clinical control.

Soma session notes draft screenshot
  • Faster drafts with consistent structure across clinicians
  • You remain responsible for all clinical decisions
AI does more than notes.

Optional Prep + Follow-Up that keeps care moving—without extra admin

Walk in oriented, then deliver supports with one click—so your workflow stays seamless from session to session.

Prep

Start each session aligned—without digging through history

Surface key themes, goals, and shifts so you can begin grounded and focused.

Soma prep insights screenshot
Follow-Up

Send next steps instantly—without extra back-and-forth

Share goals, worksheets, and guidance in a clean workflow clients can actually use.

Soma follow-up delivery screenshot
Clinicians love Soma

Join the clinicians using SOMA to streamline operations, reduce after-hours admin, and keep their focus where it belongs—on clients.

A connected workflow from intake to follow-up—built to support clinical care with consent-first, clinician-led AI.

SOMA has been a real time-saver for my practice. The note and report templates are powerful and work really well for my needs - I can generate session summaries and case conceptualizations with just minor tweaks, if any. It's made my documentation process much more efficient and faster.

Shannon

Counsellor

With long-term clients, there's a real relationship built over time. I know most people would be very comfortable with it - especially if they're receiving information back on the app and they're not seeing everything else. The consent form really addresses the questions my more cautious clients would have.

Anonymous

Counsellor

I think what is special about SOMA is it's effectiveness... Being able to see everything in one go makes the clinical workflow more effective. The ability to have the prep, do the session, and do the follow-up work all in one place - that's really the big selling point for me.

Harshita

Psychology Researcher

14+
Hours saved per week
Typical time reclaimed from documentation/admin
80%
Less note time
Clinicians report dramatically less after-session load
100%
Clinician-led
Drafting support—no autonomous clinical decisions

Ready to see full clinical workflow automation in action?

Request a demo and see the workflow end-to-end—from intake through documentation and follow-up.No pressure—just a clear walkthrough.

Want to learn more? www.soma-health.ca