AI Session Management for Therapists and Clinicians

Session management that keeps you organized and prepared.Prep, conduct, document, and follow up—without losing the thread.

Run sessions smoothly from start to finish.AI support before, during, and after sessions—so you can stay present and keep plans, progress, and next steps connected.

See the full lifecycle workflow in a quick demo.

Built for clinical workflows
Stay organized across sessions
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 session management: prep, capture, documentation, and follow-up—connected end-to-end.

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

Stay on track

Keep prep, session capture, documentation, and next steps linked so nothing slips between appointments.

Run smoother sessions

Walk in oriented with the right context—then leave with clear documentation and a plan.

Privacy-first

Consent-first design with confidentiality and clinician control built in.

Session management that connects the whole lifecycle

Soma is a clinician-led AI assistant that helps you prepare for sessions, capture what matters, draft documentation, and deliver follow-up—so your practice stays organized and your sessions stay focused.

Document with less friction

Generate structured drafts you can review, edit, and finalize. Keep your documentation aligned with what actually happened in session.

Prep + continuity across sessions

Surface key themes, goals, and shifts so you can start each session grounded—without re-reading pages of history.

Built for confidentiality

Consent-first, privacy-first, and designed for professional standards—so you stay in control.

How it works (4 simple steps)

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

1. Add clients

Connect clients with consent.

2. Prep + capture session details

Arrive oriented, then capture what matters—without extra steps.

3. Auto-generate documentation

Get structured drafts quickly—then review and finalize.

4. Follow-up + continuity

Deliver supports and keep goals, plans, and progress connected.

Prep → Session → Notes. One connected flow.

Stay organized before the session, stay present during it, and leave with clean documentation and clear next steps.

In-session capture
Core workflow

Capture session details without breaking rapport

Keep your attention on the client while Soma supports session capture—so you can focus on the work, not the admin.

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

Notes that match the session—ready to review and finalize

Generate structured drafts that keep continuity with goals and treatment plans. Edit in your voice and finalize with confidence.

Soma session notes draft screenshot
  • Cleaner structure, faster completion, fewer loose ends
  • You remain responsible for all clinical decisions
Full lifecycle support.

Optional Prep + Follow-Up that keeps sessions running smoothly

Walk in prepared, leave with a plan, and keep clients supported between sessions—without creating more work for yourself.

Prep

Start each session oriented and confident

Surface key themes, goals, and recent shifts so you can focus quickly—without digging through notes.

Soma prep insights screenshot
Follow-Up

Send supports and next steps with one click

Share goals, worksheets, and guidance without extra back-and-forth—so progress stays visible.

Soma follow-up delivery screenshot
Clinicians love Soma

Join clinicians using SOMA to run smoother sessions, stay organized, and keep treatment plans and progress connected—without extra admin.

Manage sessions effortlessly with AI support before, during, and after—while staying clinician-led and consent-first.

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 AI session management in action?

Request a demo and see the workflow end-to-end.Prep, conduct, document, and follow up—connected.

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