Just press record.
The note writes itself.
The AI case notes app for social workers, counselors & human services professionals.
Professional case notes for social workers — voice-first, AI-structured. Capture a session by voice and get a clean, AI-structured case note in seconds.
Free on the App Store for iPhone & iPad.
- Voice-first capture, AI-structured
- 35+ professional templates
- Action items extracted to your planner
- On-device or cloud — your choice
New Note — Home Visit
StructuredCLIENT INFORMATION
Name: Sarah · Contact: Office appointment · Duration: 45 min
OBSERVATIONS
Client presented as relaxed. Discussed employment program; resume workshop noted as helpful.
ACTIONS / TO DO
Follow up on housing referral · Schedule next visit
From a quick voice memo to a finished case note.
Four steps, seconds of effort. Speak it, and CasenotePRO handles the writing.
Just press record.
Live dictation, voice memos, or file upload — process on-device or in the cloud. However you work in the field, capture it in a tap.
AI does the rest.
AI transcribes your recording and structures it into a professional case note in seconds — with action items pulled out automatically.
Clean case notes. Every time.
Sections, bullets, and to-dos formatted to your template — a finished case note ready to review, edit, and export to your records.
A guided wizard when you prefer.
Rather type? Use the step-by-step wizard — type, scan documents, or dictate, then choose a template and generate.
AI case notes built for social workers.
The social work documentation software and case notes app built for the field — everything you need, nothing in the way.
Voice-first capture
Dictate live, record a memo, or upload audio. Speak naturally and AI turns it into a structured case note.
Local-first by design
Your case notes are stored on your device. Transcription runs on-device on supported iPhones (12 and later), or securely in the cloud when you choose.
35+ case note templates
AI structures your notes into the formats social workers actually use — assessments, progress notes, home visits and more.
AI-extracted action items
Follow-ups and to-dos are pulled from your case notes automatically and sent straight to your planner.
Family profiles with memory
Add a family’s background once, and the AI keeps a living summary that updates after every processed note — so it remembers the case across visits. Stored on your device.
Capture from your wrist
Record a voice note on your Apple Watch and it’s waiting in CasenotePRO — catch a thought the moment it happens, hands-free.
Most apps stop at the note. CasenotePRO gets it done.
The work doesn't end when the note is written. CasenotePRO closes the loop — turning every case note into tracked follow-ups, then drafting and sending them with you.
Follow-ups created for you
Every processed note drops tasks into the Planner — overdue, today, and unscheduled, grouped by case.
Refine any task in chat
Tap a task to reshape it with the contextual AI assistant that already knows the case.
Drafts written in seconds
Ask for a referral email, letter, or talking points — drafted in your voice, ready to review.
One tap to send or schedule
Send as an email or add it to your calendar — works with Outlook, Google, and Apple mail & calendar.
Context that carries from one visit to the next.
Good case notes need history. Family profiles give the AI the background it needs to write notes that reflect the whole case — not just today's session.
Background where it counts
Capture the referral reason, family composition, key history, and the professionals involved — once, in one place.
A living summary
After every processed note, the AI updates a running summary of the family — short, standard, or detailed, your call.
Notes that remember
Select a profile when you process a note and the AI writes with the full picture, so documentation stays consistent visit after visit.
Sensitive context, kept private
Family background is stored on your device by default — never synced to our servers.
Built for human services professionals.
CasenotePRO is the case management and documentation app for social workers, mental health counselors, and human services teams — a social work tool that turns voice recordings into structured case notes, assessments, progress notes, and court reports.
Social Workers
Write case notes for visits, assessments, and care plans in the moment — not at midnight.
Mental Health Counselors
Capture session notes and progress without breaking your focus on the client.
Legal & Advocacy
Keep detailed, well-structured case records and contact logs.
Community Services
Track participants and service outcomes with consistent documentation.
Privacy isn't a feature. It's the foundation.
Designed for professionals who handle sensitive client information every day.
Designed for HIPAA-aligned workflows
Built with privacy-by-design principles that support HIPAA, UK GDPR, and regional data-protection laws.
Local-first by design
Notes are stored on your device. On supported iPhones, transcription can run fully on-device.
Data-flow clarity
Cloud transcription and AI structuring use secure, zero-retention providers — never used to train models.
Aligned with privacy standards across English-speaking regions
Designed for HIPAA-aligned workflows
Health Insurance Portability and Accountability Act
- Local-first data storage
- Secure data handling
- Zero-retention AI processing
Designed with privacy-by-design principles that support these standards. See our Privacy Policy and Terms for full details.
Questions, answered.
Get started today.
Download CasenotePRO on the App Store — free to start, with on-device transcription on iPhone 12 and later.
Download on the App StoreQuestions? [email protected]