Unified AI Therapy Workflow for Modern Practices

Workflow so smooth, you'll forget it's there.Replace fragmented tools with one clinician-led system.

From intake to discharge, keep every step connected.A unified AI workflow that reduces handoffs, re-entry, and after-hours admin—without compromising clinical control.

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

One connected workflow
Clinician-led AI assistance
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 unified workflow—plus optional client-app supports.

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

Save time

Reduce switching, copying, and re-entering—so your day runs cleaner from first appointment to last note.

One workflow

Keep scheduling, session capture, documentation, and follow-up connected—without duct-taping tools together.

Privacy-first

Consent-first design with confidentiality and control built in across the workflow.

A unified workflow that respects clinical reality

Soma connects the steps that usually live in separate tools—so your practice runs smoothly while you focus on care.

Documentation that flows from the session

Generate structured drafts you can review, edit, and finalize—without breaking your rhythm. Use advanced templates to make it a one click flow.

Less fragmentation, more continuity

Keep key context connected across prep, session, and follow-up so you're not rebuilding the story every time.

Built for confidentiality

Consent-first, privacy-first, and designed for professional standards.

How it works (4 simple steps)

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

1. Connect clients

Bring clients into one consent-first workflow.

2. Capture session details

Transcribe with no retention of audio.

3. Draft documentation

Get structured drafts automatically and quickly.

4. Prep + follow-up (optional)

Support continuity and progress—always consent-first.

One workflow across the whole care journey

Capture → draft → refine → follow up. Keep the work connected so you spend less time managing tools—and more time delivering care.

Capture
Core workflow

One-click capture that keeps you present

Keep your attention on the client while Soma captures the session details you choose—so documentation starts clean and connected.

Soma recording workflow screenshot
  • Less toggling between tools—more continuity across the day
  • Designed for consent-first use and professional standards
Documentation
Core workflow

Drafts that feel like your workflow—not a generic output

Generate structured drafts that match your practice. Review, refine, and approve with confidence—while keeping full clinical control.

Soma session notes draft screenshot
  • Cleaner handoffs from session → note → follow-up
  • You remain responsible for all clinical decisions
Workflow support beyond documentation

Optional Prep + Follow-Up that keeps care connected

Start sessions oriented and end them with clear next steps—without creating more admin for you or your team.

Prep

Walk in aligned—without hunting for context

Surface key themes and changes so you can start grounded and focused.

Soma prep insights screenshot
Follow-Up

Deliver next steps with one click—without extra back-and-forth

Share goals, worksheets, and guidance in a way clients can actually use—straight to the pocket.

Soma follow-up delivery screenshot
Clinicians love Soma

Join the clinicians using SOMA to streamline care, reduce tool-sprawl, and keep their focus where it belongs—on clients.

A unified workflow that supports real practice operations—without sacrificing ethics, consent, or clinical judgment.

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 a unified therapy workflow in action?

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

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