Modern AI Workflow for Therapists and Clinicians

Clinician-designed workflow that supports how you think.Streamline operations—without outsourcing clinical judgment.

Modernize your practice with a workflow built for real clinical work.Draft documentation, stay oriented, and follow up consistently—with consent-first, clinician-led AI.

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

Built for clinicians
Supports clinical thinking
Consent-first + privacy-first

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 clinician workflow—notes, prep, and follow-up (optional).

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

Save time

Reduce workflow friction across the day—capture, draft, and finalize faster with less context switching.

Stay clinician-led

Every step is designed to support clinical thinking—not replace it. You review, edit, and approve.

Privacy-first

Consent-first workflows with confidentiality and control built in—aligned with professional standards.

A modern clinician workflow—without the chaos

Soma is a clinician-designed AI workflow that reduces operational drag across documentation, session orientation, and follow-up—so you can spend more energy on clients and less on admin.

Draft clinical documentation

Generate structured notes and reports you can review, edit, and finalize—fast. Use advanced templates to make it a one click flow.

Stay oriented across clients

Use optional prep and follow-up features to reduce cognitive load and keep care consistent—without adding admin.

Built for confidentiality

Consent-first, privacy-first, and designed for professional standards—so workflow modernization doesn’t compromise trust.

How it works (4 simple steps)

A clinician workflow that fits alongside your practice—without heavy onboarding.

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.

Capture → Draft → Review. A workflow you can trust.

Get a clean, structured first draft—then edit in your voice and finalize with confidence.

Recording
Core workflow

One-click capture that stays out of your way

Keep your attention on the client while Soma captures the session details you choose—designed to modernize workflow without changing your style.

Soma recording workflow screenshot
  • Less toggling, less typing—more presence
  • Consent-first use designed for professional standards
Session Notes
Core workflow

Structured drafts—then you refine and approve

Generate documentation that matches your workflow. Edit in your voice, keep clinical control, and reduce end-of-day load.

Soma session notes draft screenshot
  • Clear structure that’s easy to review and sign off
  • You remain responsible for all clinical decisions
Workflow support beyond documentation

Optional Prep + Follow-Up that reduces cognitive load

Walk into sessions oriented, and send supports without extra back-and-forth—always consent-first.

Prep

Start grounded—without scanning pages of history

Surface key themes and shifts so you can focus on what matters in the room.

Soma prep insights screenshot
Follow-Up

Deliver supports with one click—straight to the pocket

Share goals, worksheets, and guidance without building a second job for yourself.

Soma follow-up delivery screenshot
Clinicians love Soma

Join clinicians modernizing their workflow with SOMA—reducing after-hours admin, protecting focus, and keeping care clinician-led.

Workflow automation designed by clinicians, for clinicians—built to support clinical thinking, not replace it.

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 modernize your clinician workflow?

Request a demo and see the workflow end-to-end.No pressure—just a clear walkthrough built for clinicians.

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