Sageling

Sageling for therapists

A little help with
the notes after
your sessions.

Turn your own notes, a spoken summary, or a recording into the documentation you need. Start with a progress note, session summary, or another document in your own format. Sageling drafts on your Mac. You review and save the result in your usual system.

DownloadRequest a Demo

Apple silicon (M1 or newer) · 16 GB memory

From session to first draft

Use a session recording

Bring an audio or video recording of your session. Ask Sageling for a transcript and the draft you need, then review and finish it in your usual records system.

02 / Your recording

Bring your session recording.

  1. Save the audio or video file from your recording app.
  2. Put it in a folder on your Mac.
  3. Open that folder as a project in Sageling.

In our example. A student talks about school, family responsibilities, and learning English. This 6-minute simulated session is the file we give Sageling.

Zoom: find your computer recording ↗Voice Memos: save a recording to a folder ↗
Adapted from “Attending, Paraphrasing and Summarizing” by Kelly Allison. CC BY 3.0. Original credits: UBC Studios and UBC School of Social Work. Read the session transcript (opens in a new tab)

03 / Your draft

Ask for the draft you need.

Ask Sageling to transcribe the recording and prepare a progress note in your format. Add a blank template if you use one. You can also request a session summary, a draft treatment-plan update, or a referral letter, with the context each needs.

In our example. We ask for a transcript and a DAP progress note, then ask Sageling to save the transcript. Watch the request, processing, and resulting draft.

Sageling transcribes the session, drafts the note, and saves the output.

04 / Your review

Review and finish.

Check the transcript and draft against the session. Correct speaker attribution and facts, remove unsupported statements, and make sure the plan reflects what was actually agreed. Save the finished note in your existing records system and complete its required fields.

In our example. Read or download the DAP draft and original AI transcript below to judge the results for yourself. Both files are unmodified; the separate transcript linked under the session video is edited for readability and captions.

CheckWhat should be there
AccuracyDetails supported by your session recording
AttributionClient reports distinguished from your observations
PlanOnly next steps you actually agreed on
GapsMissing details flagged for you to complete
Read the DAP draft Data · Assessment · Plan

DAP Progress Note

D — DATA

Category Details
Presenting Concern Academic underperformance (failing 2 classes); acculturation stress
Background 16-year-old male who immigrated to Canada 1 year ago with parents. Parents do not yet speak English. Client serves as primary translator/interpreter for parents.
Academic Failing 2 courses; struggles with English-language instruction; teacher recommended counseling
Family Lives with parents; no other siblings mentioned; parents want to maintain traditional culture and are concerned about academic performance
Social No friends; limited social life (school + home only); isolated from peers
Cultural Wants to engage with Canadian culture; parents want to maintain traditions; cultural values conflict
Financial Parents may not want to pay for English program; client cannot get a job
Referral Source School teacher

A — ASSESSMENT

  • Acculturation stress / acculturation conflict: Client is experiencing tension between his family's traditional values and his own desire to engage with Canadian culture and peers.
  • Role overload / language brokering: Client carries significant adult responsibilities (translating for parents, managing his own education) at age 16.
  • Academic stress: Failing grades create pressure; client fears parents will respond by increasing academic demands rather than addressing underlying language barriers.
  • Social isolation: No peer connections; limited opportunities for informal socializing.
  • Cultural identity conflict: Client loves his parents but feels they "don't understand" his experience; he identifies more with Canadian ways than his parents do.
  • Language barrier: Client recognizes that improved English would help him pass and reach his goal of university.

P — PLAN

  1. Explore homework help/tutoring resources — Client asked specifically about this; investigate school-based or community programs.
  2. Explore peer-based English learning opportunities — Client wants to learn English with others from his home community; this would support both language acquisition and social connection.
  3. Explore social connection opportunities — Discuss clubs, community centers, or school-based activities where he might meet peers.
  4. Facilitate a conversation with parents — Help client prepare to discuss his academic struggles and the value of English support with his parents; explore how to frame it in a way that aligns with their values.
  5. Discuss cultural adjustment and identity — Validate his experience of cultural conflict; explore ways to honor both his heritage and his emerging Canadian identity.
  6. Follow-up — Schedule next session to review resources identified and progress on conversations with parents.
Download DAP
Read the generated transcript Original AI output · Unmodified
TRANSCRIPT — Therapy Session
Client: Zhang Wei, 16M
Date: 2026-09-09
Speakers: Speaker 1 (Client), Speaker 2 (Therapist), Speaker 3 (Peer Support)

1
00:00:00.660 --> 00:00:13.140
<v Speaker 1>Yeah, I guess I have to, I have to figure out things for, for myself and for my parents, who, who need my help a lot.

2
00:00:13.199 --> 00:00:15.660
<v Speaker 2>You have a lot to manage right now.

3
00:00:15.720 --> 00:00:16.859
<v Speaker 1>Yeah.

4
00:00:17.039 --> 00:00:34.259
<v Speaker 1>I have to learn and improve my anger for school, and to meet kids my age, and to translate for my parents, because they don't really speak English yet.

5
00:00:34.259 --> 00:00:35.880
<v Speaker 1>don't really speak English yet.

6
00:00:36.000 --> 00:00:37.259
<v Speaker 1>It

7
00:00:37.259 --> 00:00:43.320
<v Speaker 2>sounds like you have a lot of responsibilities, and not just for yourself, but for your parents as well.

8
00:00:43.920 --> 00:00:45.299
<v Speaker 1>Yeah.

9
00:00:45.420 --> 00:00:58.259
<v Speaker 1>And I shouldn't really complain, because I come here to Canada, when you're ready, and I don't have any friend, and I don't go anywhere.

10
00:00:58.259 --> 00:00:59.280
<v Speaker 1>don't go anywhere.

11
00:00:59.340 --> 00:01:02.159
<v Speaker 1>I just go to school and home.

12
00:01:02.939 --> 00:01:11.760
<v Speaker 2>Sounds like you had hoped for things to be different in your first year, and you'd really like the opportunity to meet more people, and also to explore Canada.

13
00:01:11.760 --> 00:01:13.739
<v Speaker 2>Yeah.

14
00:01:15.900 --> 00:01:22.439
<v Speaker 1>And my teacher just told me, I'm failing two classes.

15
00:01:22.680 --> 00:01:23.939
<v Speaker 1>So

16
00:01:23.939 --> 00:01:29.700
<v Speaker 2>on top of a really tough year, you're also now finding out that you're not passing some of your schoolwork.

17
00:01:29.819 --> 00:01:31.019
<v Speaker 2>Yeah.

18
00:01:31.739 --> 00:01:36.060
<v Speaker 2>Just so I make sure I'm following.

19
00:01:36.180 --> 00:01:43.920
<v Speaker 2>You and your parents came to Canada one year ago, and since then, you've been in school. You've been learning English, and then you've also been interpreting for your parents. You haven't really had the chance to do a lot of the things you'd hoped you'd get to do in your 1st year, and you're also just finding out now that you're failing 2 of your courses.

20
00:01:43.980 --> 00:01:50.340
<v Speaker 2>Is that correct?

21
00:02:03.000 --> 00:02:03.540
<v Speaker 2>Yeah.

22
00:02:03.659 --> 00:02:05.040
<v Speaker 2>Yeah.

23
00:02:05.219 --> 00:02:12.479
<v Speaker 1>And if my parents find out I'm failing classes, they will make me study even more. And then I will have no time to spend with the kids at school.

24
00:02:20.159 --> 00:02:21.419
<v Speaker 1>So

25
00:02:21.419 --> 00:02:28.379
<v Speaker 2>you'd like the opportunity to meet people and have more fun, not spend more of your time having to do schoolwork?

26
00:02:28.439 --> 00:02:29.879
<v Speaker 1>Yeah.

27
00:02:29.939 --> 00:02:34.740
<v Speaker 1>And it's just my parents and me at home. But my parents, they just don't want to let go of things we did back home, but we don't live there anymore.

28
00:02:43.500 --> 00:02:44.759
<v Speaker 1>The

29
00:02:44.759 --> 00:02:51.060
<v Speaker 2>picture I'm getting is your parents are really trying to keep your traditions alive, and you'd actually like the opportunity to learn more about Canadian ways of life.

30
00:02:51.060 --> 00:02:54.240
<v Speaker 2>Is that right?

31
00:02:55.740 --> 00:02:57.120
<v Speaker 2>Yeah.

32
00:02:57.360 --> 00:03:06.659
<v Speaker 1>You know, I love my parents, but they just don't understand that it's different for me.

33
00:03:07.020 --> 00:03:16.020
<v Speaker 2>What I'm hearing is that you're more interested in learning about Canadian ways of life and meeting new people than your parents are, maybe.

34
00:03:16.020 --> 00:03:16.919
<v Speaker 2>Yeah.

35
00:03:17.340 --> 00:03:18.719
<v Speaker 1>And with everything happening right now. I just don't know where to start.

36
00:03:29.219 --> 00:03:30.300
<v Speaker 2>So let's just take a moment to recap.

37
00:03:32.819 --> 00:03:42.780
<v Speaker 2>I'm hearing that you'd like to have the opportunity to meet more people, and you're also trying to balance your traditional ways with learning more about Canadian culture, as well. You're worried about how your parents might respond when they find out you've failed 2 courses and that they might actually make you study more.

38
00:03:56.460 --> 00:03:58.139
<v Speaker 2>Yeah.

39
00:03:58.500 --> 00:04:14.219
<v Speaker 1>And my parents, they, they don't understand that I'm, I can't do schoolwork, not because I'm not trying, but because my problems understanding English. If only you knew more English, you'd be passing.

40
00:04:14.219 --> 00:04:16.199
<v Speaker 1>I think so.

41
00:04:16.319 --> 00:04:17.519
<v Speaker 1>And I really, really want to pass, because going to university is one of the reasons why we come here.

42
00:04:19.980 --> 00:04:21.600
<v Speaker 1>Wow.

43
00:04:31.019 --> 00:04:32.220
<v Speaker 1>Yeah.

44
00:04:32.279 --> 00:04:36.600
<v Speaker 1>But it looks, like, it's so far away, especially if my English don't improve.

45
00:04:49.620 --> 00:04:54.540
<v Speaker 2>So learning English is really a priority for you for right now.

46
00:04:54.540 --> 00:04:56.160
<v Speaker 2>Yeah.

47
00:04:56.579 --> 00:05:04.980
<v Speaker 1>But I think my parents probably don't want to pay for it, because they just don't understand how hard it is. And right now, with everything going on, I just can't get a job to pay for it.

48
00:05:13.439 --> 00:05:21.540
<v Speaker 2>Okay, so a program that would cost money to learn English really wouldn't be something that would work for you or your parents at this time.

49
00:05:21.540 --> 00:05:22.740
<v Speaker 2>Yeah.

50
00:05:22.800 --> 00:05:23.879
<v Speaker 2>And, you know, my teacher, when she told me to come see counselor, she said, there might be some help for my English, with my homework, that I can get here.

51
00:05:38.399 --> 00:05:40.139
<v Speaker 1>Is there any help with homework that I can get?

52
00:05:41.819 --> 00:05:44.819
<v Speaker 1>And would I be the only person from my home country here? I, my parents would like it if I'm not.

53
00:05:50.339 --> 00:05:54.360
<v Speaker 2>I'm getting is it would actually be really helpful for you to be learning English alongside other people from your home community.

54
00:05:54.360 --> 00:06:01.860
<v Speaker 3>Is that right?

55
00:06:01.860 --> 00:06:02.819
<v Speaker 3>Yeah, my parents would like that. And me too.

56
00:06:02.879 --> 00:06:03.959
<v Speaker 3>Oh, so it would be a win win for both of you.
Download transcript

No client recording needed

Use your own notes

Start with the shorthand you already write. Add your usual template, ask Sageling for a draft, and review the result.

01 / Your source notes

Start with notes or a spoken recap.

Give Sageling the details while they’re fresh, in whichever form comes naturally to you.

Use the notes you wrote.

Bring your shorthand from during or after the session:

  • What your client shared
  • What you observed
  • What you worked on together
  • Any next steps you agreed on

Save your notes with your blank progress note template, then open that folder in Sageling.

Read the example session notes
Learning English + interpreting for parents. Lots to manage.

School: failing 2 classes. Says difficulty understanding English,
not lack of effort. Wants university.
Worried parents will require more studying if they learn about grades.

Social: reports no friends; mostly school/home.
Wants time with peers, chance to explore Canadian life.
Loves parents; tension around keeping traditions vs adapting here.

Reflected responsibilities + summarized school/family/social concerns.
Client confirmed summary. Identified English as current priority.

Support: thinks parents unlikely to pay for English help.
Doesn't feel able to take on a job.
Teacher suggested counselling / possible homework help.
Asked about homework support and others from home community.
Says learning alongside that community would suit both him and parents.

Talk through the session afterward.

Record yourself giving a brief recap. You don’t need a recording of your client.

  1. Open Voice Memos or QuickTime and start an audio recording.
  2. Describe the concerns, your observations, what you worked on, and any agreed next steps.
  3. Save the audio with your note template and open that folder in Sageling.
Hear an example recapVoice memo · Fictional session

The same details as the written notes, spoken as an after-session recap.

02 / Your request

Ask for the note you need.

Tell Sageling what you want to produce, the format you use, and how much detail you need. We ask for a DAP note here; you can request a different note or document from the same source material.

Sageling reads the session notes, writes a DAP file, and opens the draft for review. Silent walkthrough.

03 / Your review

Review and finish.

Open the draft alongside your session notes.

  1. Compare the draft with what you wrote.
  2. Correct unsupported details, answer questions, and fill in gaps.
  3. Revise the wording, then copy the reviewed text into your EHR.
  4. Complete its required fields and finalize there.
CheckWhat should be there
AccuracyDetails supported by your session notes
AttributionClient reports distinguished from your observations
PlanOnly next steps you actually agreed on
GapsMissing details flagged for you to complete
Read the DAP draft Original AI output · Unmodified

DAP Progress Note

Data

  • Client is learning English while also interpreting for parents.
  • Reports difficulty understanding English (not lack of effort).
  • Currently failing 2 classes.
  • Expressed desire to attend university; worried parents will require more studying if they learn about grades.
  • Reports no friends; spends most time at school and home.
  • Wants more time with peers and a chance to explore Canadian life.
  • Expressed love for parents; notes tension around keeping traditions vs. adapting here.
  • Confirmed responsibility for current situation.
  • Identified English as current priority.
  • Teacher suggested counselling and possible homework help.
  • Client asked about homework support and others from the home community.
  • Client stated learning alongside that community would suit both him and his parents.

Assessment

  • Primary presenting concern: academic struggle due to language barrier.
  • Client identified English as the current priority.
  • Teacher recommended counselling and homework support.
  • Client's preferred support: homework help from others in the home community.

Plan

  • [ ] Explore homework support options with the community.
  • [ ] [______]
  • [ ] [______]

Notes for review:

  • Missing: date, client name, setting, duration.
  • Missing: specific homework support options to explore.
  • Missing: frequency/duration of sessions.
  • Missing: specific goals and measurable outcomes.
  • Missing: whether counselling is still being considered or if homework support is the sole focus.
Download DAP

Fits alongside your records system

Draft here.
Keep your usual home for the chart.

Sageling can help prepare the words. Your existing system still handles the finished clinical record, signatures, billing, and access for your practice.

Your notesSageling draftYour reviewYour EHR

Before you bring it into your practice

Practical questions, plain answers.

Local processing is one part of the picture. Storage, review, consent, and your records policy matter too.

How does Sageling fit with TherapyNotes or my EHR?

Use Sageling to prepare and refine your progress note, then copy the reviewed text into TherapyNotes, SimplePractice, Sessions Health, or the system you already use. Complete the required fields and finalize the note there. Your EHR remains the home for your clinical records, signatures, scheduling, and billing.

My EHR already offers AI. Why use Sageling?

Sageling gives you a flexible place to work on a note before it goes into the chart. Start with your shorthand, an after-session voice memo, or a session recording. Ask for your usual format, then refine it in plain language: “Make this shorter,” “Keep the client’s words,” or “Leave that detail for me to complete.”

The drafting happens on your Mac, without sending your source material to an outside AI service. It’s free, with no usage limits. Once you’re happy with the note, copy it into your EHR and finalize it there.

Do I have to record my clients?

No. Your written session notes are enough to get started. You can also record yourself giving a brief recap afterward and ask Sageling to turn it into a draft. Both options let you work from your own account of the session.

If you prefer to use a client-session recording, get the required consent and follow your practice’s recording policy first.

Can it follow my DAP, SOAP, or other template?

Yes. Put your blank template alongside your notes or recording, then ask for the format and length you want: “Use this DAP template and keep each section brief.” You can ask for revisions in the same conversation. Review the draft against your source material and fill in anything missing before finalizing it.

What do I need to try it?

An Apple silicon Mac (M1 or newer) with at least 16 GB of memory, running macOS 13 or later. Setup downloads the model; after the model and any required tools are installed, local drafting and transcription can work offline. The app is free, with no subscription or usage limits.

Start with the fictional example on this page, or Request a Demo to walk through it together.

Does client information leave my Mac?

Your notes, recordings, and drafts stay on your Mac during local drafting and transcription. Sageling does not send that material to us or an outside AI service, and we do not use it to train models.

Web searches, folders you have configured to sync, and information you deliberately share are separate paths off the Mac. Keep identifying details out of web requests, and use storage approved for your practice. Read the storage and privacy details.

Can I use Sageling in my HIPAA-covered practice?

Yes, with a setup and workflow that meet your practice’s HIPAA obligations. Sageling processes client information on your Mac and does not give us access to it.

For that local use, you do not need a Business Associate Agreement with us. HHS explains that providing software alone does not create a business-associate relationship when the provider cannot access protected health information.

Continue to use appropriate device security, access controls, storage, backups, and retention policies. Web activity and synced folders need to fit those arrangements too. Read the full health-professional FAQ.

Will my notes pass a Medicare or insurance review?

Sageling can help organize your session material into a draft for your review. Complete the documentation your payer requires, check that it accurately reflects the care provided, and keep the finalized record in your usual records system.

Sageling does not certify billing documentation or guarantee payer acceptance. CMS documentation guidance explains record maintenance and access requirements.

What if my laptop breaks or is lost?

Keep finalized notes in your established records system, and include any local material you need to retain in your practice’s backup and recovery plan. That way, the laptop does not hold the only copy.

Sageling works with local files and does not provide a cloud backup. We cannot restore files that were kept only on the Mac.

How do I delete drafts and other saved information?

Delete a draft or source file from its folder when your retention policy allows. To remove a conversation, use its menu in Sageling. Saved memories are short notes the app keeps, such as facts you have shared or formatting preferences; open the Memories table to inspect, edit, or delete them.

These are separate items: deleting a draft does not also delete its conversation or memories. Project memories stay with the project, while personal memories are stored separately. Backups and synced copies follow the settings of those services. Read the storage and privacy details.

How long should I keep recordings and drafts?

Use your practice’s retention policy to decide what to keep, for how long, and how to dispose of it. Make sure it addresses source notes, recordings, transcripts, drafts, and Sageling conversations as well as the finalized record. Saving a final note does not by itself decide when the other material can be deleted.

The applicable periods depend on your jurisdiction, payers, and any preservation obligations. HHS explains that the HIPAA Privacy Rule does not itself set medical-record retention periods.

Can I use Sageling for other notes and documents?

Yes. DAP is the example on this page, not a required format. Ask for a SOAP or BIRP note, a session summary, a referral letter, a client handout, or help drafting a treatment-plan update. You can also ask it to organize your private working notes.

Give Sageling the source material and any template you use, describe who the document is for, and tell it what you want included. You choose the task and format, ask for revisions, and review the result before using it.

Start with one draft

See if it fits the way you work.

Try the fictional example on your Mac.
Or walk through it with the person building Sageling.

DownloadRequest a Demo

Apple silicon Mac · At least 16 GB memory