Case Note Transcription

Record the conversation.
AI writes the notes.

Stop spending hours writing up case notes after every session. Record the conversation, and AI produces structured, professional notes in seconds.

Book a demo

Record

With live transcription

AI generates notes

Structured & templated

Review & refine

Feedback-driven improvement

Save

To member profile

Try the full workflow.

Record, generate, review, improve. Tap the microphone to start.

Record Conversation
Template:Standard Case Note

Tap to start recording

Live transcription will appear as you speak

Record with live transcription

Hit record and see words appear in real time. Works with in-person sessions or screen-shared video calls.

Structured notes in seconds

AI produces case notes following your template: summary, key points, actions, risk assessment.

Annotate and improve

Spot something the AI got wrong? Add a comment. It cross-references the full transcript and regenerates with your corrections.

Changes shown clearly

Improvements are highlighted in green so you can see exactly what changed and why.

Who said what.

AI identifies speakers and produces a diarised transcript. Press play to see it in action.

Diarised TranscriptSpeaker identification
0:000:29

Press play to see the diarised transcript

Automatic speaker identification

AI distinguishes between Case Worker, Client, Family Members, and Interpreters — no setup needed.

Full context for better notes

The transcript powers the AI improvement step. When you add feedback, AI cross-references the full conversation.

Generated in parallel

The summary and detailed transcript are generated at the same time, so there's no extra waiting.

Everything you need.

From recording to saving — every step of the case note workflow, handled.

One-Tap Recording

Record conversations directly from your browser. Works on phones, tablets, and desktops — no extra hardware needed.

Live Transcription

See words appear on screen as they’re spoken. Powered by Gemini for real-time accuracy.

AI Case Notes

Structured, professional case notes generated in seconds. Follows your templates with consistent formatting.

Speaker Identification

Diarised transcripts that label who said what: Case Worker, Client, Family Member, Interpreter.

Feedback & Improvement

Add comments on specific parts of the notes. AI regenerates with your corrections built in.

Live AI Assistant

Ask questions about the conversation while you’re still recording. Get context without breaking flow.

Custom Templates

Create templates for different session types. The AI follows your structure every time.

Consent Controls

Toggle whether audio is saved or discarded after transcription. Full control over data retention.

Save to Member Profile

One click to attach completed case notes directly to a member’s record in Plinth.

Your return on investment.

Writing up a session

20–45 minutesUnder 2 minutes

Note quality

Varies by workerConsistent & templated

Details captured

What you rememberFull conversation

Speaker attribution

Manual or noneAutomatic diarisation

Making corrections

Rewrite sectionsComment & regenerate

Saving to records

Copy-paste or retypeOne click to member profile

Built for frontline workers.

Any professional who has conversations and needs to write them up afterwards.

🏠

Housing & Homelessness

Support workers conducting assessments, check-ins, and tenancy support sessions.

⚖️

Citizens Advice

Advisers documenting client consultations across benefits, debt, housing, and employment.

👨‍👩‍👧

Family Support

Family workers, social workers, and early help practitioners recording home visits and reviews.

🧠

Mental Health Services

Counsellors and support workers capturing session notes without breaking therapeutic rapport.

🤝

Youth Work

Youth workers documenting one-to-one sessions, group work, and outreach interactions.

🛡️

Domestic Abuse Services

IDVAs and support workers recording sensitive disclosures accurately and consistently.

🌍

Refugee & Asylum Support

Caseworkers conducting assessments, often with interpreters — AI identifies all speakers.

🏥

Community Health

Health visitors, community nurses, and wellbeing practitioners writing up patient interactions.

📋

Probation & Justice

Probation officers and mentors documenting supervision sessions and progress reviews.

Part of the bigger picture.

Case notes don't just sit in a file. They feed directly into Plinth's case management — Theory of Change tracking, AI auditing, and real-time insights.

Theory of Change — Client Progress

Progress by Stage

What we do

12

Who we reach

10

Short-term changes

8

Medium-term changes

5

Long-term changes

2

What difference

1

AI Case Insights

Medium

Overall progress

78%

Confidence

38

Sessions analysed

Engagement

Strongest area

AI Summary

“Sarah is engaging well with the programme and attending regularly. Short-term outcomes around confidence and budgeting are showing clear progress. Long-term housing goals are still early-stage — consider reviewing at next supervision.”

Theory of Change tracking

AI analyses each case note against your Theory of Change stages — from activities delivered through to long-term outcomes. See where each client is on their journey.

AI-generated narratives

Rather than just numbers, AI produces written summaries of progress — pulling evidence from across multiple sessions to build a clear picture.

Confidence scoring

Every insight comes with a confidence score. AI tells you how much evidence it has, so you know when to trust the data and when more sessions are needed.

AI Case Note Audit
82

Quality Score

Above team average (74)

Criteria Breakdown

Completeness

90

Clarity

85

Person-centred

88

Actionability

75

Safeguarding

70

Accuracy

82

AI Feedback

“The note captures the session well. Consider adding specific follow-up actions with dates, and noting any safeguarding observations from the home visit.”

AI-powered auditing

Every case note is scored against six criteria: completeness, clarity, accuracy, actionability, safeguarding, and person-centred language.

Constructive feedback

AI doesn't just score — it explains what could be improved and why. Helps workers develop stronger recording skills over time.

Team-wide quality oversight

Supervisors can audit notes in bulk, compare quality across workers, and identify where extra support or training is needed.

Built for sensitive conversations.

Encrypted End-to-End

Audio and transcripts are encrypted in transit and at rest. All data stored in line with GDPR.

Processed in the EU

All audio, transcription, and AI processing happens entirely within the EU. Your data never leaves European infrastructure.

No AI Training

Your conversations are never used to train models. Your clients’ data stays private.

Consent Controls

Choose whether audio is saved or automatically deleted after transcription. You’re in control.

Give your team their time back.

See AI case notes in action. Book a 30-minute demo and we'll walk you through it.

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