Customer supportBeginnerTherapists & mental healthQualitative

Share AI-written session notes with clients (with consent)

A person-centred counsellor uses an in-platform AI to transcribe and write notes, so he can focus on clients in session. With consent, he shares the notes with clients as a takeaway.

Reported results

  • Qualitative: the source describes more presence in sessions and notes that clients find valuable.

Source: Zanda case study (Source checked 2026-11-03)

How to try it

  1. Tell clients you use an AI note tool and ask for consent.
  2. Adjust tone and structure so notes match your style.
  3. Offer to share notes after sessions.
  4. Remove anything that should stay as a clinician-only note.

⚠️ Watch out

Notes meant for clients should be written for clients; keep clinical notes separate if needed.

Results are as reported by the source and have not been independently verified. Steps are our own suggestions. We are not affiliated with the vendors named and earn nothing from these links.

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