Custom Templates
Built for therapy workflows
LocalScribe for Therapy, Counseling, and Social Work
AI-assisted clinical documentation
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See how LocalScribe works for therapy, counseling, and social work
Clinical content you type
indiv therapy. client says anxiety spiked after supervisor email and then avoided opening inbox rest of day. explored shame spiral + fear of disappointing others. used CBT to map trigger/thought/behavior cycle and practiced alternative response. no SI/HI. homework = open inbox with timer 10 min and track what actually happens.
Clinical content you type
new intake. referral for burnout, panic episodes, and relationship stress. works in healthcare, caregiver for parent, sleep poor, appetite inconsistent. hx anxiety since college, no prior psych hosp, one prior therapy episode helped. strengths = insight, motivation, close friend support, faith community. denies current SI/HI; past passive SI years ago no plan/intent. wants better emotion regulation and less shutdown/avoidance.
Clinical content you type
tx plan update after 6 sessions. progress: more awareness of triggers, 1 fewer panic episode this month, using grounding 3-4x/week. still avoiding conflict with partner and procrastinating hard tasks. keep anxiety goal, add communication objective, continue CBT + coping skills + between-session exposure practice.
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Windows uses Microsoft Store. macOS is a direct download.
How LocalScribe Helps Therapy, Counseling, and Social Work
For therapy, counseling, and social work, the main value is simple: choose the input method that fits your workflow, whether that means post-session dictation, ambient session recording, or quick shorthand, then combine that with your own language and templates so the draft starts closer to your real clinical voice.
Custom Setup for Therapy Documentation
Feature focus
Custom terminology library
Keep your preferred wording for affect, engagement, insight, coping, risk language, psychosocial context, and strengths-based framing, along with niche intervention or practice language, so drafts sound more like your own documentation.
Terminology examples
- grounded but tearful = affect language that captures emotional intensity without sounding exaggerated or vague
- values-based action = practice-specific language for ACT-informed work that links behavior change back to stated values
- DBT chain analysis = intervention wording for tracking prompting events, vulnerability factors, and skillful alternatives
- psychosocial stressors = recurring language for housing, work, family, school, financial, or caregiving pressures
Feature focus
Custom writing style
Save the tone you want for psychotherapy notes, intake summaries, letters, or care-coordination documents, whether that means concise clinical wording or more readable language for external communication.
Writing-style examples
- brief psychotherapy style = Write in concise psychotherapy-note prose. Keep the note clinically useful and specific, but avoid unnecessary filler or overexplaining.
- strengths-based language = Use strengths-based clinical language that acknowledges symptoms and barriers while also reflecting effort, insight, resilience, and progress.
- reader-friendly summary = When writing for clients, families, or referral partners, use plain language and minimize jargon while preserving the core clinical meaning.
Feature focus
Templates for recurring therapy documents
Build templates for progress notes, biopsychosocial intakes, treatment plans, discharge summaries, support letters, collateral-call notes, and care-coordination documentation.
Template workflow examples
- progress note = structured note with the exact sections and level of detail you want after each session
- intake summary = reusable structure for presenting concerns, history, strengths, risk, and treatment goals
- treatment plan update = goal-focused document for revising objectives, interventions, and progress over time
Therapy Workflows
Workflow setup
Turn fast session capture into cleaner clinical drafts.
Use shorthand, session themes, intervention notes, risk updates, homework, and plan details as source material for progress notes, intakes, and follow-up documents without rewriting the full encounter from scratch.
Source material examples
- session themes = brief reminders about stressors, insight, conflict, or gains that need to become coherent narrative
- interventions used = CBT, ACT, supportive, trauma-informed, solution-focused, or other intervention notes that can be carried into the draft
- plan / homework = between-session tasks, follow-up steps, referrals, or scheduling details that belong in the closing portion of the note
Workflow setup
Dictate your note into the app after session when speaking is faster than typing.
If typing is not your preferred workflow, use post-session dictation to capture interventions, client themes, risk updates, and next steps right after the encounter, then turn that spoken recap into a cleaner draft.
Dictation workflow examples
- post-session recap = speak a fast clinical summary right after session while details are still fresh
- between-visit capture = dictate brief risk, coordination, or follow-up notes without stopping to fully type them out
- hands-busy workflow = use voice capture when typing feels slower, more disruptive, or less natural than speaking
Workflow setup
Use ambient recording as a separate transcript-based workflow.
For clinicians who want a fuller source record, ambient session recording can provide transcript-based context from the encounter so the draft has more detail to work from than a few typed bullets alone.
Recording workflow examples
- longer sessions = use recordings when the session covered many themes and you want more detail preserved for drafting
- nuanced client language = keep more of the client's phrasing, emotional shifts, and sequence of content available in the source material
- documentation catch-up = record first, then turn the transcript into notes, summaries, or letters afterward
Workflow setup
Bring existing files into the therapy workflow when they add context.
Upload PDFs, Word documents, text files, and audio files when you want more context available during drafting. Uploaded audio files can be transcribed and used as part of the source material for the note or summary.
Attachment examples
- PDFs = referrals, prior documentation, or screening exports that should inform the draft
- Word files = intake forms, support-letter drafts, or outside notes that need to be pulled into a cleaner summary
- audio uploads = uploaded audio files that can be transcribed and then used in the drafting workflow
Example Psychotherapy Note Template
Custom templates combine your preferred section structure with the writing guidance you want used under each header.
1
You name the section
Example: Session Focus
2
You write the instruction
AI instruction: Summarize the central themes, stressors, or presenting issues from the session in concise therapy-note language.
3
LocalScribe drafts that part
The output below follows those saved instructions.
Session Focus
AI instruction: Summarize the central themes, stressors, or presenting issues from the session in concise therapy-note language.
Interventions Used
AI instruction: Describe the clinical interventions, techniques, or therapeutic stance used during the session without turning the note into a transcript.
Assessment / Risk
AI instruction: Briefly note engagement, insight, symptom pattern, and any relevant risk updates with appropriate restraint.
Plan
AI instruction: State homework, follow-up, referrals, or next-step treatment focus in practical language.
Example output from those instructions
Session Focus
Session focused on anxiety related to work stress, avoidance after perceived criticism, and the client's tendency to move quickly into shame and shutdown.
Interventions Used
CBT interventions were used to identify the trigger-thought-behavior cycle, and the session included practice generating a more grounded alternative response.
Assessment / Risk
The client remained engaged and reflective and demonstrated increasing awareness of the connection between anxiety and avoidance. No acute safety concerns were reported.
Plan
Client will complete a brief between-session exposure task and continue tracking triggers, emotional response, and follow-through before next session.
Try LocalScribe for Therapy, Counseling, and Social Work
Clinician-built, with a mission.
John Britton founded LocalScribe to help clinicians participate in shaping how AI enters clinical practice. LocalScribe reflects that mission by demonstrating that clinicians can build practical tools in informed, competent, and ethical ways.