Owl Practice + Soma AI (Documentation + Client Connection)

Love Owl Practice? Add the AI layer it's missing.Keep your workflow—upgrade your documentation speed.

Owl Practice manages your practice.Soma adds AI documentation, between-session insights, and client-friendly follow-up—without giving up clinical control.

See how the integration-style workflow fits your day in a quick demo.

Built for clinicians
Works alongside your EHR
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 Soma’s AI notes + optional between-session client workflows—designed to complement Owl Practice.

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

Save time

Draft clinical notes fast—then review, edit, and finalize in your voice.

Keep your EHR workflow

Keep Owl Practice for scheduling and admin—add Soma for intelligence and documentation lift.

Privacy-first

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

Owl for practice management. Soma for AI intelligence.

If you already run your practice in Owl Practice, Soma adds the missing layer: AI documentation support plus optional client connection between sessions—so you can reduce admin without changing how you operate.

AI note drafting (unlimited)

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

Between-session insights (optional)

Support continuity with prep and follow-up features that fit your style—without adding more admin.

Built for confidentiality

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

How it works (4 simple steps)

Keep Owl Practice as your hub. Add Soma as the AI layer—no 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.

Owl Practice workflow → Soma intelligence.

Capture, draft, and finalize faster—then optionally support clients between sessions with consent-first workflows.

Recording
Core workflow

Capture session detail without breaking rapport

Keep your attention on the client while Soma captures the session details you choose—so documentation doesn’t spill into your evening.

Soma recording workflow screenshot
  • Less typing, fewer tabs—more presence
  • Consent-first design aligned with professional standards
Session Notes
Core workflow

Draft notes fast—keep clinical judgment in control

Generate structured drafts that match your workflow. Edit in your voice, approve with confidence, and keep Owl Practice as your operational home base.

Soma session notes draft screenshot
  • Cleaner structure, faster first drafts, less end-of-day load
  • You remain responsible for all clinical decisions
Add client connection—only if you want it.

Optional Prep + Follow-Up that complements Owl Practice

Turn between-session reflections into better sessions, and send supports to clients with less back-and-forth—always consent-first.

Prep

Start sessions oriented—without digging through history

Surface key themes and shifts so you can begin grounded and focused.

Soma prep insights screenshot
Follow-Up

Send supports with one click—straight to the client

Share goals, worksheets, and guidance without extra admin or chasing messages.

Soma follow-up delivery screenshot
Clinicians love Soma

Keep Owl Practice. Add Soma to reduce after-hours admin and bring intelligence to your documentation.

Draft faster, stay present in session, and optionally support clients between sessions—without sacrificing consent or clinical 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 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 add AI notes to Owl Practice?

Request a demo and see how Soma complements your existing EHR.Clear walkthrough. No pressure.

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