Boost client engagement

Client guides with summary, tasks, and resources

One between-session bundle from each session. Choose the tone, review everything, then share by email, PDF, or the client app.

Hallway between therapy sessions
Between-session guide For Sarah M.
Client summary

Plain-language recap with the tone you choose

Today we explored how anxiety shows up before work meetings. You practised naming the thought, stepping back from it, and using a short breathing reset when pressure builds.

Tone: Warm • For Sarah M.
Deliver via
Email PDF
Client app
How it works

A clearer bridge from session insight to client follow-through

Turn what happened in session into reviewed takeaways, practical tasks, and resources your client can use before the next appointment.

1

Draft from your session

After a session, InterSession creates a between-session guide with a plain-language summary drawn from the transcript.

2

Set the tone

Choose warm, professional, direct, or empathetic language so the guide fits how you work with each client.

3

Review tasks and resources

Edit growth tasks, set frequency and calendar reminders, and attach worksheets or psychoeducation before sharing.

4

Send or export

Share the finished guide by email or export a formatted PDF. Clients get summary, tasks, and resources in one place.

Summary and tone

Send clients home with a summary they can use

Each session is turned into plain-language takeaways with a tone that fits the client, so they can remember the key points and reflect on the session.

  • Session summary written for the client, not the case file
  • Warm, professional, direct, or empathetic tone options
  • Written takeaways clients can revisit at their own pace
  • Practitioner review before sharing
  • PDF or email options for different client preferences
Warm-lit clinical space
Between-session guide For Sarah M.
Client summary

Plain-language recap with the tone you choose

Today we explored how anxiety shows up before work meetings. You practised naming the thought, stepping back from it, and using a short breathing reset when pressure builds.

Tone: Warm • For Sarah M.
Growth tasks

Achievable tasks drawn from your recommendations

Tasks are derived from the session context with frequency, timing, and clear step-by-step instructions.

  • Daily, weekly, or situation-based practice options
  • Step-by-step task instructions
  • Tick off tasks in the client app
Empty consulting room between sessions
Growth tasks
Daily at 8:00 AM Downloadable .ics for Google, Outlook, and Apple Calendar
Drafting growth tasks
Personalised resources

Create tailored resources from the session context

Resources are generated from what came up in session, so the client has one clear place to return to between appointments.

  • Worksheets, psychoeducation, and exercises tailored to goals
  • PDFs and links in the same guide bundle
  • Review and edit before the client sees anything
Clinical office with soft evening light
Personalised resources
Personalising resources
FAQ

Common questions about client guides

Short answers on review, sharing, tasks, and how between-session guides fit into your workflow.

Ready when you are

Boost growth task completion by 50%

Clients who get written takeaways and calendar-synced tasks follow through. It's that simple.

No credit card required • 14-day free trial
app.intersession.io
IS

Your Clients

James Mitchell Last session: 2 days ago
Sarah Kim Last session: 1 week ago
David Rodriguez Last session: 3 days ago
Generate in any language
+40 more