Made for Counselors
Write Clear, Neutral, Decision-Useful Notes
Also useful for: Mental Health Counselors
Turn rough notes from a counseling contact into a structured record of what happened, what was discussed, what was checked, and what comes next without creating a transcript or adding unsupported conclusions.
Create a free account to save your progress and use this Playbook.
Use this when
Use this after an intake, counseling session, difficult conversation, referral discussion, risk check, or follow-up contact when your rough notes need to become a clear professional record. Don't enter identifying or confidential details unless your approved AI and workplace policies allow it.
You'll need
- Contact context
- Contact type
- Source material
- Note structure
- Documentation requirements
- Risk information
- Follow-up details
You'll get
- A concise final note in the required structure
- You can trace important statements to the source material, distinguish observations from interpretations, identify who owns each action, and see what still needs confirmation
- Personally checked the note against your workplace rules before filing it.
By the end of this playbook
You will have:
- A concise final note in the required structure
- You can trace important statements to the source material, distinguish observations from interpretations, identify who owns each action, and see what still needs confirmation
- Personally checked the note against your workplace rules before filing it.
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
I met with Client A for a scheduled follow-up after a workplace referral discussion. Client A arrived about 10 minutes late, spoke quietly, and said, "Everything changed again, and I can't keep up." Client A reported feeling overwhelmed after a schedule change and was unsure whether to speak with a supervisor. We discussed requesting written priorities, contacting the employee assistance program, and waiting until the next meeting before deciding. Client A wanted time to consider the options. I asked about immediate safety concerns. Client A reported no current thoughts of self-harm or harm to others. I didn't complete a broader formal risk assessment. I will send the program number by October 8, and we will meet again on October 15.
Sample assembled prompt
Evidence Map Purpose: Scheduled follow-up after... Client report: Client A reported feeling... Direct observation: Client A arrived approximately... Options discussed: Request written priorities, contact... Consent and choice: Client A stated... Risk information: Client A reported no... A broader formal risk assessment was... Actions: Counselor will send the employee... Follow-up: Next meeting scheduled for October... Final Note Met with Client A... Client A arrived approximately 10 minutes... Client A reported feeling overwhelmed following... Discussed options including requesting written priorities,... Client A stated a preference for... When asked about immediate safety concerns,... A broader formal risk assessment was... Counselor will send the employee assistance... Follow-up is scheduled for October 15. Confirm Before Filing Confirm that the...