Therapy-First AI Documentation + Client Engagement

Upheal transcribes.Soma connects you to clients between sessions.

If you’re evaluating an Upheal alternative, choose a platform built exclusively for therapists and clinicians.Draft notes faster—and strengthen continuity of care with consent-first, clinician-led workflows.

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

Purpose-built for therapy
Between-session engagement
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 for clinicians switching from transcription-first tools.

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

Save time

Draft notes and reports in minutes—then edit and approve with confidence.

Built for therapy

More than transcription: a therapy-first workflow that supports continuity between sessions.

Privacy-first

Consent-first design with confidentiality and control built in.

A true Upheal alternative for therapy practices

Soma is built exclusively for therapists and clinicians—so you can reduce documentation time and strengthen the therapeutic relationship with consent-first client engagement between sessions.

Draft clinical documentation

Generate notes and reports you can review, edit, and finalize—quickly. Use advanced templates to make it a one click flow.

Between-session insights that support care

Go beyond “what was said.” Use optional prep and follow-up to stay oriented to themes, goals, and client reflections—without adding admin.

Built for confidentiality

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

How it works (4 simple steps)

A workflow that fits alongside your practice—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

Support continuity between sessions—always consent-first.

Transcribe → Draft Notes. Then support care between sessions.

Get a clean, structured first draft—then use optional prep and follow-up to stay connected to what matters most for each client.

Recording
Core workflow

Capture session details without turning therapy into typing

Keep your attention on the client while Soma captures the session details you choose—designed for therapeutic workflows, not generic transcription.

Soma recording workflow screenshot
  • Stay present in session—less toggling, less typing
  • Designed for consent-first use and professional standards
Session Notes
Core workflow

Notes in minutes—structured for clinical review

Generate drafts that fit your documentation style. Edit in your voice, keep clinical control, and move from “transcript” to “note” without extra effort.

Soma session notes draft screenshot
  • Faster drafts, clearer structure, less end-of-day load
  • You remain responsible for all clinical decisions
Where Soma goes beyond transcription

Optional Prep + Follow-Up that strengthens continuity of care

Use between-session reflections to walk into sessions more oriented—and send supports to clients without creating more admin.

Prep

Walk in grounded—with the right context surfaced

See key themes, goals, and shifts so you can start focused without scanning pages of history.

Soma prep insights screenshot
Follow-Up

Keep clients engaged between sessions—without extra back-and-forth

Share goals, worksheets, and guidance in a client-friendly way—always consent-first.

Soma follow-up delivery screenshot
Clinicians choose Soma

Switch from transcription-first tools to a therapy-first workflow that supports documentation and continuity of care.

Reduce documentation time, stay more present in session, and add optional between-session engagement—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 documentation/admin
80%
Less note time
Clinicians report dramatically less after-session load
100%
Clinician-led
Drafting support—no autonomous clinical decisions

Ready to evaluate Soma as your Upheal alternative?

Request a demo and see the workflow end-to-end.Clear answers, clinician-first walkthrough—no pressure.

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