All-in-one AI Workflow for Therapists

Complete workflow automation designed for therapists.Replace manual steps—not just notes.

Stop stitching together tools, tabs, and templates.Streamline prep → session capture → documentation → follow-up with consent-first, clinician-led AI.

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

Built for therapists
Consent-first workflows
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 end-to-end workflow automation—from prep to follow-up.

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

Reclaim hours

Replace manual workflows across the day—prep, documentation, and follow-up—so admin stops spilling into evenings.

One workflow, not 5 tools

Move from session capture to structured drafts to client supports—without copy/paste and context switching.

Consent + control

Consent-first design with confidentiality and clinician control built in—AI supports drafting, you decide what’s true.

An all-in-one AI workflow that respects therapy

Soma is a clinician-led AI assistant designed to streamline the full practice workflow—so you can stay present in session, reduce tool sprawl, and finish your day with less cognitive load.

Documentation that doesn’t take over your life

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

Workflow automation beyond notes-only tools

Prep, capture, draft, and follow-up in one connected workflow—so you spend less time managing tasks and more time doing therapy.

Built for confidentiality

Consent-first, privacy-first, and designed for professional standards—without compromising clinical responsibility.

How it works (4 simple steps)

A complete workflow that replaces manual steps—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.

One workflow from session to follow-up—without the busywork

Capture what matters, draft faster, and keep everything connected so you’re not rebuilding context every time you open a tab.

Capture
Core workflow

One-click session capture that stays out of your way

Keep your attention on the client while Soma captures the session details you choose—so your workflow starts clean and stays consistent.

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

Structured drafts in minutes—then edit, approve, and move on

Generate documentation that matches your workflow. Refine in your voice, keep clinical control, and stop spending evenings catching up.

Soma session notes draft screenshot
  • Faster drafts, clearer structure, less end-of-day load
  • You remain responsible for all clinical decisions
Workflow moat: prep + follow-up, connected.

Optional Prep + Follow-Up that replaces manual workflows

Walk in oriented, then deliver supports without extra back-and-forth—so the work stays therapeutic, not administrative.

Prep

Start sessions grounded—without rebuilding context

Surface key themes, goals, and shifts so you can focus on what matters immediately.

Soma prep insights screenshot
Follow-Up

Send supports in one click—without extra admin

Share goals, worksheets, and guidance straight to the client—keeping momentum between sessions.

Soma follow-up delivery screenshot
Therapists choose Soma for the full workflow

Replace manual workflows with a connected system—so your practice runs smoother and your energy stays protected.

Less tool sprawl, less context switching, less after-hours admin. More presence, more consistency, more control.

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 reclaimed weekly
Typical time recovered when manual steps are streamlined
80%
Less documentation time
Clinicians report dramatically less after-session workload
100%
Clinician-led
Workflow support—no autonomous clinical decisions

Ready to replace manual workflows with one connected system?

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

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