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.
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.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.
Draft from your session
After a session, InterSession creates a between-session guide with a plain-language summary drawn from the transcript.
Set the tone
Pick a Professional, Warm, Casual, Direct, or Empathetic tone. InterSession saves it for that client.
Review tasks and resources
Edit growth tasks and schedule dates and times. Generate a resource from the session or add one from your library.
Publish, send, or export
Publish to the client app, email a copy, or export a PDF. Clients get summary, tasks, and resources in one place.
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
- Professional, Warm, Casual, Direct, or Empathetic tone, saved per client
- Optional My Writing Voice profile works alongside the tone setting
- Custom summary templates you describe, upload, or build yourself
- Practitioner review before sharing
- Client app, email, or PDF for different client preferences
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.
Achievable tasks drawn from your recommendations
Tasks are derived from the session context with frequency, duration, and clear step-by-step instructions.
- Suggested frequency and duration for each task
- Step-by-step task instructions
- Clients log each completion in the client app
Notice a painful thought, name it, and repeat it slowly for two minutes.
Capture the situation, thought, feeling, and a balanced alternative.
Create tailored resources from the session context
Generate a resource from the session, or pick one from your library. Either way, it sits in the same guide as the summary and tasks.
- Psychoeducation and key takeaways shaped by the session
- Upload PDFs and Word files or save links to your library
- Sort library resources into your own folders
- Review and edit before the client sees anything
Explore the rest of the InterSession toolkit.
Session transcription, practitioner outputs, and client follow-up work together in one workflow.
Session transcription
Accurate transcripts for therapy sessions. Audio is not stored.
Case notes
Customisable templates, session notes from your case note template, and MHTP tracking.
Client Ark
A living treatment synthesis from sessions and clinical records.
Document Studio
Formal letters, reports, and forms drafted from the client record.
My Writing Voice
Optional Clinical and Client-Facing voices that shape phrasing and tone.
Quick transcription
Transcribe calls, meetings, and brief notes without a full session.
Email reply
Paste an email and get a thoughtful draft reply to edit.
Support summaries
Plain-language updates your client can pass on to partners, family, and carers.
Client app
One place for recaps, tasks, resources, mood check-ins, and reflections.
Common questions about client guides
Short answers on review, sharing, tasks, and how between-session guides fit into your workflow.
Ready when you are
Give clients clear next steps after each session
Share a reviewed summary, scheduled growth tasks, and resources through the client app, email, or PDF.