Keep everyone in the loop

Support summaries for family & friends

An optional extension to the client guide bundle. Clear summaries clients can share with partners, family, and carers, so the people around them know how to support progress between sessions.

Client-controlled sharing
Email or PDF
Nothing sent automatically
Quiet workspace after hours
Support summary For partners
What we worked on

This week we worked on grounding skills for stressful moments. The focus was building a short reset routine that can be used before difficult conversations.

How you can help
Offer to practise the breathing exercise together
Use the same calming language when stress spikes
Give space before problem-solving
Client reviews first. Nothing sends automatically.
Email PDF
How it works

An optional extension to the client guide bundle

Support summaries are separate from the core client guide. Clients review them first, then choose whether to share with family, friends, or carers.

1

You write your case note

Finish your session note as usual, with your normal professional documentation.

2

A friendly summary is generated

One click turns the session into a clear, jargon-free summary for the client to review.

3

Client shares with their people

They choose whether to email it or download a PDF, and decide exactly who gets it.

Client controlled

A summary clients can review before sharing

The client gets a clear, jargon-free version of the work and decides who receives it.

  • Friendly language for partners, family, and carers
  • Practitioner review before the client sees it
  • Separate from case notes and clinical records
  • Nothing sent automatically
Practitioner corridor between appointments
Support summary
Client reviews first. Nothing sends automatically.
Draft from session note
Support networks

Keep partners, family, and carers aligned

Clients do not have to re-explain the whole session every time someone asks how they are going.

  • Partners and spouses who reinforce progress at home
  • Parents and family who need practical support steps
  • Close friends and carers the client trusts
  • Clients who need time to process before explaining the session
  • Everyone supporting the client reads the same clear message
Soft evening light in a consulting room
Support summary For partners
What we worked on

This week we worked on grounding skills for stressful moments. The focus was building a short reset routine that can be used before difficult conversations.

How you can help
Offer to practise the breathing exercise together
Use the same calming language when stress spikes
Give space before problem-solving
Client reviews first. Nothing sends automatically.
Email PDF
Sharing options

Email or PDF when the client is ready

Clients choose how to share after they review. You stay in control of what becomes available.

  • Email the summary directly from the client workflow
  • Download a PDF for offline sharing
  • Client decides who receives it and when
  • Optional add-on to the client guide bundle
Practitioner desk while recalling session notes
For your support crew
Waiting for client review
FAQ

Common questions about support summaries

Short answers on sharing, privacy, practitioner review, and how clients stay in control.

Ready when you are

Make support outside session easier

Give clients a simpler way to keep partners, family, and carers aligned without having to explain everything themselves.

No credit card required • 14-day free trial
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Your Clients

James Mitchell Last session: 2 days ago
Sarah Kim Last session: 1 week ago
David Rodriguez Last session: 3 days ago
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