Flow 024 · Pre-session brief

Walk in already knowing what matters today.

Before each session you get a one-page brief built from your client’s form and check-ins: how they’ve been, what they want to bring, what has changed and any flags, with flags always at the top. No more skimming forms in the hallway.

Try it below. Sample practice: Larkspur Somatic Therapy (fictional).

Pre-session briefEmail to the practitioner · sample practice
Demo
Pick what happens next

What lands with you

Your first ten minutes go to the client, not to catching up. Flags can never be buried in a long form, and the client’s own words come first.

0briefs prepared
0flags shown first
0forms you didn’t have to skim

Sample practice and sample numbers, for illustration.

How it works

Starts when
The client submits their pre-session form, or a set number of hours before the appointment.
Runs automatically
Tidying the answers, applying your written rules, building a one-page brief with flags first, emailing it to you and filing it in the client’s folder.
Where AI helps
Optionally, a two-sentence summary of anything the client wrote in their own words. Flags never depend on AI.
Where you’re in charge
You read every brief and every flag before the session. Urgent flags also alert you straight away.

What stays with a person

  • Reading the brief and deciding what to do with it
  • Any flag, which always reaches you directly
  • Interpreting changes, patterns and what they mean
  • The questions on the form and the rules for flags

What’s included

  • A short pre-session form in your wording
  • Your rules for what counts as a flag
  • A one-page brief with flags first and the client’s own words
  • Change since last session
  • Filing in each client’s folder, with duplicate handling
  • Runs on: Google Forms, Typeform or Jotform, Google Sheets, Gmail or Outlook, Google Drive, Make or Zapier
Build size L · larger

Questions teams ask

What if the client doesn’t fill in the form?
The brief still arrives, built from their recent check-ins, with a note that the form is missing.
Can AI miss a flag?
Flags don’t use AI. They come from plain rules you write, such as a yes to a safety question, so they work the same way every time.
Where is it kept?
In your own email and your client folder, under your practice’s privacy rules. We set it up with you.

Want this for your practice?

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