AI Operations Layer for Therapy Practices

Operations that run themselves.You stay in charge.

Stop losing hours to scheduling, documentation, billing, and compliance.Let AI handle the backend—while your team reviews, approves, and stays accountable.

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

Built for practice operations
Human oversight by default
Privacy-first posture

PIPEDA-compliant privacy posture • Consent-first client connection • Confidential by design • Your team remains fully responsible for operational and clinical decisions

Request a Demo

A quick walkthrough of the AI ops layer—scheduling, documentation, billing, and compliance workflows.

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

Save time

Automate repeatable ops work—so your team spends less time chasing tasks and more time supporting care.

Stay in control

AI drafts, routes, and flags—your team reviews and approves. Clear accountability, fewer surprises.

Privacy-first

Consent-first design with confidentiality and control built in for practice operations.

An AI operations layer for therapy practices

Soma helps practices run the backend with less friction—scheduling coordination, documentation workflows, billing support, and compliance hygiene—so your team can operate with clarity and consistency.

Documentation workflows that don’t bottleneck

Draft, route, and finalize notes and reports faster—so documentation supports operations instead of slowing them down.

AI coordination across scheduling, billing, and follow-through

Reduce manual handoffs with an ops layer that keeps tasks moving, flags exceptions, and supports your team’s process.

Compliance-minded by design

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

How it works (4 simple steps)

An ops workflow that fits alongside your practice—without heavy onboarding.

1. Connect your practice

Add clinicians and clients with consent.

2. Capture what happened

Transcribe with no retention of audio.

3. Generate structured outputs

Notes, summaries, and operational drafts—fast.

4. Route + follow through

Optional prep, follow-up, and task support—always consent-first.

Capture → Draft → Run the backend. Without the chaos.

Turn sessions into clean documentation and operational momentum—so scheduling, billing, and follow-through don’t stall.

Capture
Core workflow

One-click capture that supports operations—not distractions

Keep sessions flowing while Soma captures the details you choose and prepares structured outputs your team can act on.

Soma recording workflow screenshot
  • Less toggling, fewer manual handoffs, smoother days
  • Designed for consent-first use and professional standards
Documentation
Core workflow

Structured drafts your team can review and finalize—fast

Generate consistent documentation that supports billing and compliance workflows. Review, refine, approve—stay accountable.

Soma session notes draft screenshot
  • Cleaner drafts, clearer structure, fewer backlogs
  • Your team remains responsible for all decisions and approvals
AI does more than documentation.

Optional Prep + Follow-Up that keeps operations moving

Reduce missed details, improve continuity, and deliver client supports—without adding more admin work.

Prep

Start sessions aligned—without digging through history

Surface key themes, risks, and changes so clinicians and ops teams stay coordinated.

Soma prep insights screenshot
Follow-Up

Deliver next steps with one click—less chasing, more closure

Share goals, worksheets, and guidance to clients—while keeping the workflow consent-first.

Soma follow-up delivery screenshot
Practices love Soma

Build an operational backbone that scales—without adding headcount or burning out your team.

Reduce operational friction, tighten follow-through, and keep workflows aligned with consent and professional standards.

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 admin + operational coordination
80%
Less manual follow-up
Fewer reminders, fewer handoffs, fewer end-of-day backlogs
100%
Human oversight
AI assists and drafts—your team reviews and approves

Ready to see AI-powered therapy operations in action?

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

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