Sessio and the other tools
How does Sessio comparewith your current tools? Zoom and Google Meet run the meetings, Notion keeps the notes, Granola and Otter write up any conversation, and Mentalyc, Upheal and Blueprint produce clinical documentation. Sessio brings together notes in your modality and the history of each client.
Zoom Google Meet Notion Granola Otter.ai Mentalyc Upheal Blueprint
Zoom / Sessio A familiar tool Video meetings and their outcomes For a therapy practice A therapist鈥檚 workspace After the meeting Meeting recordings, transcripts and AI summaries with next steps. An audio recording becomes a transcript and an editable session summary with source references. Note structure Ready-made meeting templates; custom templates on supported plans. 27 therapeutic methodologies. Choose yours and the note follows its sections. Link to the original conversation The transcript is stored apart from the AI summary: there is no jump from a point to a turn. Every point in the review opens the fragment of transcript it was built on. Who is speaking The transcript labels the meeting participants. Therapist and client are separated automatically; you can correct the roles in the transcript. Between sessions Retained transcripts are searchable by meeting, date and keyword. Session history, files and a client portrait that brings together context from processed material. A good fit When your main need is to host a video meeting and keep its recording or a short recap. When you want notes shaped around your approach and each client鈥檚 history in one place.
Sources and review date Google Meet / Sessio A familiar tool Meetings in Google Workspace For a therapy practice A therapist鈥檚 workspace After the meeting Gemini creates notes in Google Docs and attaches the document to the Calendar event. An audio recording becomes a transcript and an editable session summary with source references. Note structure Note length can be adjusted; section options depend on feature availability. 27 therapeutic methodologies. Choose yours and the note follows its sections. Link to the original conversation Gemini notes live in Google Docs; the link points at the document, not at a specific turn. Every point in the review opens the fragment of transcript it was built on. Who is speaking The transcript follows Google Workspace participants. Therapist and client are separated automatically; you can correct the roles in the transcript. Between sessions The notes document is saved in the meeting organizer鈥檚 Google Drive. Session history, files and a client portrait that brings together context from processed material. A good fit When you work in Google Workspace and want meeting notes in Docs and Calendar. When you want notes shaped around your approach and each client鈥檚 history in one place.
Sources and review date Notion / Sessio A familiar tool A flexible workspace for notes For a therapy practice A therapist鈥檚 workspace After the meeting AI notes, a transcript and citations back to it. Audio uploads are supported. An audio recording becomes a transcript and an editable session summary with source references. Note structure Built-in formats and custom instructions for the structure of AI notes. 27 therapeutic methodologies. Choose yours and the note follows its sections. Link to the original conversation The AI summary sits on the page; checking it against the recording is a manual job. Every point in the review opens the fragment of transcript it was built on. Who is speaking Speaker separation is not claimed. Therapist and client are separated automatically; you can correct the roles in the transcript. Between sessions Notes live in pages and a database you can organize around your workflow. Session history, files and a client portrait that brings together context from processed material. A good fit When you prefer to build your own system with pages, databases and templates. When you want notes shaped around your approach and each client鈥檚 history in one place.
Sources and review date Granola / Sessio A familiar tool G AI notepad for meetings For a therapy practice A therapist鈥檚 workspace After the meeting The notes you type during the meeting are completed into notes with actions and follow-ups. An audio recording becomes a transcript and an editable session summary with source references. Note structure Notes are built around your own jottings, not around a clinical structure. 27 therapeutic methodologies. Choose yours and the note follows its sections. Link to the original conversation Notes and transcript sit side by side; a jump from a point to a turn is not claimed. Every point in the review opens the fragment of transcript it was built on. Who is speaking Speaker separation is not claimed; audio is taken from the computer, without a bot in the meeting. Therapist and client are separated automatically; you can correct the roles in the transcript. Between sessions Memory across past meetings and an AI chat over them. Session history, files and a client portrait that brings together context from processed material. A good fit When meetings run back to back and you need quick notes without a bot in the room. When you want notes shaped around your approach and each client鈥檚 history in one place.
Sources and review date Otter.ai / Sessio A familiar tool O Meeting transcripts and summaries For a therapy practice A therapist鈥檚 workspace After the meeting A transcript of the meeting, a summary with decisions and tasks, automatic follow-ups. An audio recording becomes a transcript and an editable session summary with source references. Note structure A meeting summary: decisions, action items, observations. No therapeutic structures. 27 therapeutic methodologies. Choose yours and the note follows its sections. Link to the original conversation The transcript sits next to the recording; a jump from a summary point to a turn is not claimed. Every point in the review opens the fragment of transcript it was built on. Who is speaking Speaker recognition is claimed. Therapist and client are separated automatically; you can correct the roles in the transcript. Between sessions Search across every meeting, channels, and an AI chat over past conversations. Session history, files and a client portrait that brings together context from processed material. A good fit When meetings are many and searching the transcripts matters most. When you want notes shaped around your approach and each client鈥檚 history in one place.
Sources and review date Mentalyc / Sessio A familiar tool M Clinical notes for therapists For a therapy practice A therapist鈥檚 workspace After the meeting A clinical note, assessments and a treatment plan after the session. An audio recording becomes a transcript and an editable session summary with source references. Note structure Clinical documentation formats and treatment plans with goals. 27 therapeutic methodologies. Choose yours and the note follows its sections. Link to the original conversation A jump from a note point to a fragment of the recording is not claimed on the site. Every point in the review opens the fragment of transcript it was built on. Who is speaking Separating therapist and client roles is not described on the site. Therapist and client are separated automatically; you can correct the roles in the transcript. Between sessions A progress tracker across sessions and observations about the therapeutic alliance; works on top of an EHR. Session history, files and a client portrait that brings together context from processed material. A good fit When you need clinical documentation in accepted formats and a link to an EHR. When you want notes shaped around your approach and each client鈥檚 history in one place.
Sources and review date Upheal / Sessio A familiar tool U Notes and EHR for therapists For a therapy practice A therapist鈥檚 workspace After the meeting A progress note in a minute, a treatment plan from past sessions, a signature. An audio recording becomes a transcript and an editable session summary with source references. Note structure Therapeutic and psychiatric templates, for individual work and for couples. 27 therapeutic methodologies. Choose yours and the note follows its sections. Link to the original conversation A jump from a note point to a fragment of the recording is not claimed on the site. Every point in the review opens the fragment of transcript it was built on. Who is speaking Separating therapist and client roles is not described on the site. Therapist and client are separated automatically; you can correct the roles in the transcript. Between sessions The treatment plan is assembled from past sessions; scheduling and billing live inside. Session history, files and a client portrait that brings together context from processed material. A good fit When notes come together with scheduling, invoices and an EHR of your own. When you want notes shaped around your approach and each client鈥檚 history in one place.
Sources and review date Blueprint / Sessio A familiar tool B AI assistant and EHR for therapists For a therapy practice A therapist鈥檚 workspace After the meeting A progress note, client letters and help with billing after the session. An audio recording becomes a transcript and an editable session summary with source references. Note structure Progress notes and treatment plans; session prep is a separate action. 27 therapeutic methodologies. Choose yours and the note follows its sections. Link to the original conversation A jump from a note point to a fragment of the recording is not claimed on the site. Every point in the review opens the fragment of transcript it was built on. Who is speaking Separating therapist and client roles is not described on the site. Therapist and client are separated automatically; you can correct the roles in the transcript. Between sessions Prep for the next session and help with hard cases; runs beside your EHR or as one. Session history, files and a client portrait that brings together context from processed material. A good fit When you want an assistant around the whole practice, not only around notes. When you want notes shaped around your approach and each client鈥檚 history in one place.
Sources and review date 
ZoomVideo meetings and their outcomes
A therapist鈥檚 workspace
Google MeetMeetings in Google Workspace