Notes. Reports. Practice Management.
One workspace. Three tiers. Built for therapists, scaled for institutions.
A temporary workspace for everything you document.
Session notes, clinical reports, and AI chat — all processed in an encrypted workspace. Export your finished documents. The workspace clears itself. No data lingers.
Session Recording & Notes
One-click recording with live transcription. Choose your note format — SOAP, DAP, BIRP, or custom — and Soma drafts your notes automatically. AI prep surfaces key themes before each session. Follow-up items are extracted and ready to assign. Review, edit, export to your EMR.
Report Generation & Style Matching
Verified data extraction and document processing. Soma drafts the most time-consuming structured clinical reports, adhered to your writing style. Review original and styled versions side by side. Download as DOCX for referrals, insurance, or evaluations.
AI Chat — Ask Questions, Get Grounded Answers
Ask about your caseload data during sessions and report writing. Quick actions for previous goals, session plans, and more. AI pulls context from your notes and data. The conversation disappears when you close it — nothing saved, nothing stored.
All processing happens in an encrypted temporary workspace. Export your finished documents, and the workspace clears itself. Your documentation passes through Soma — it doesn't live here.
Enterprise / Institution Tier
Full Practice Management — 11 Modules
Everything in the documentation workspace, plus a complete EMR. Encrypted, audited, and compliant. Use alongside your existing system or let it replace everything.
Identity Vault
Encrypted client records, demographics, emergency contacts, insurance, and diagnosis management.
Clinical Notes
9 note types, 5 formats. Digital signing with SHA-256 hash. Amendment system for signed notes.
Consent Tracking
11 consent types including telehealth, third-party disclosure, and recording. E-signature capture.
Document Management
Upload, categorize, share. 10 document categories. Provincial retention tracking built in.
Treatment Plans
Structured goals with baseline, target, and current scores. Periodic review scheduling with overdue detection.
Scheduling
Appointment calendar with 8 types, conflict detection, recurring bookings, waitlist, and group support.
Billing
Service types with fee codes. Invoice generation, payment tracking, and practice-level billing configuration.
Intake Harvesting
Auto-populate identity fields from intake forms. Fuzzy matching for diagnosis codes. Data import from external systems.
Outcome Measures
Standardized outcome tracking with trend visualization across your caseload.
Supervision
Supervision session tracking and management for clinical supervisors and trainees.
Group Sessions
Group session management with multi-participant records and shared documentation.
All personal data encrypted at rest (AES-256-GCM) · Every data access audit-logged · Database triggers prevent modification of signed records · PHIPA/PIPEDA compliant by design
The Result
Hours Saved
Save hours per client every week by automating documentation and streamlining workflows—time you can spend on care or yourself.
Deeper Connections
Walk into every session informed, with notes and history at your fingertips. Better preparation means better conversations.
More Energy for Care
Reduce admin overload and cognitive load so you can close your laptop at the end of the day — and actually be done.
Soma reduces your administrative burden so you can focus on the work that drew you to this profession in the first place.
Better tools for therapists. Not more tools. Just the right ones.
Choose Your Workspace
Start with AI documentation. Add reports, chat, and a full practice management suite as your practice grows.
Solo / Starter
AI Notes
- AI reviews past notes and surfaces what matters today
- Record and transcribe sessions — capture everything without typing
- Notes in your format — SOAP, DAP, BIRP, or custom, generated automatically
- Works alongside your current EHR — no switching systems
Medium / Report Services
Notes + Reports
- Everything in AI Notes
- Human-in-the-middle verification — generate structured clinical reports in minutes
- Reports written in your clinical voice, not a generic template
- Download and share as Word docs for referrals, insurance, or evaluations
Enterprise / Institution
Notes + Reports + Chat + EMR
- Everything in Notes + Reports
- AI chat for questions during sessions and report writing — nothing saved
- Encrypted clinical records — security built in, not bolted on
- Digital signatures, consent tracking, and treatment plans
- Scheduling, billing, and intake forms — run your practice from one place
- Custom EMR modules and custom EMR integrations
- Includes mobile add-on for between-session client engagement
- Full PHIPA/PIPEDA compliance with audit logging
Level up your Prep and Follow-Up.
With the mobile add-on, your caseload reflects, journals, and completes activities between sessions. That data flows straight into your AI Prep — so you walk in informed and follow up with precision.
AI Prep
Walk in informed — without the scramble
Between sessions, clients reflect, journal, and track their experiences. Soma organizes that information into clear, consent-driven insights — so you arrive grounded before the first word is spoken.
- ✓ Journals, reflections, mood, and behavioral patterns
- ✓ Wearable data alongside subjective experience
- ✓ AI-surfaced themes and signals, not raw data
AI Follow-Up
Extend care beyond the session
Soma transforms sessions into meaningful follow-up — delivering the right activities in the format that fits each person in your caseload.
- ✓ AI-generated tasks and goals
- ✓ Deliver audio, PDFs, worksheets, and exercises
- ✓ Sent instantly to the mobile app
Built on Trust
Complete Anonymity
Your clients remain completely anonymous to us. No personal identifiers, no data sharing, no exceptions.
PIPEDA Compliant
Soma follows the Canadian Personal Information Protection and Electronic Documents Act, ensuring the highest privacy standards.
Advanced Encryption
Every interaction is protected by advanced encryption. Your privacy and your client's privacy is our commitment.
See Soma in action.
Book a walkthrough and we'll show you how Soma fits your practice — from session notes to reports to follow-up delivery. Bring your questions. We'll bring the demo.
The AI workspace built for therapists — temporary by design, powerful by default.