Voice Notes
Record session notes hands-free with live transcription. Voice notes are linked to clients and can be attached as context during report generation.
Recording a voice note
Open a client's Voice Notes tab
Navigate to the client's profile and select the Voice Notes tab.
Click Record note
Your browser will request microphone access. The recorder prefers external or headset microphones when available.
Speak naturally
A live transcript appears in real time as you speak. A red pulsing indicator shows elapsed time. Recording can run up to 3 hours.
Stop and save
Click Stop & save. The audio is uploaded and the transcript is saved automatically.
Uploading audio
Already have a recording? Click Upload audio on the Voice Notes tab to upload an existing audio file (.mp3, .mp4, .wav, .m4a up to 50 MB).
Using voice notes in reports
On the generate page, voice note transcripts appear in the Attachments section of the context panel. Check the box next to any voice note to include its transcript as context for the AI.