Access options
Pro: counselor workflow, ambient-assisted
Counselor gate โ attestation, not surveillance
- This suite is for counselors doing paperwork with a client's knowledge. Every session needs its own explicit consent checkbox.
- Access is gated by your signed-in account plus a per-session attestation you check yourself. There is no role column and no background listening โ pasted or dictated notes only, no audio upload.
- Clients are initials or role labels here, never full names. A pre-submit warning plus one-tap redact strips SSN, email, phone, and DOB shapes before anything is drafted.
- Nothing auto-files, auto-sends, or decides eligibility. JCTS / SE / CE language is a template starting point โ you determine need and write the final determination.
- Game templatesCreate shareable starting scenarios; clients can keep their own saved states.
- State report worksheetPrepare a reviewable activity summary for WA, NY, or NH.
- Session assistantPaste once, get four draft boxes: case note, measure, rationale, outreach.
- Outreach generatorEmployer emails from templates. Copy-only โ you send from your own client.
- Measures libraryYour own approved drafts only, searchable, copy-forward with date roll.