Who this is for
Social workers and case managers who do home visits and can't be typing on a laptop in front of a family.
The moment this saves you
I finish a home visit and the observations, the need I spotted, and the follow-up are vivid right now, but I couldn't type a thing in front of the family, and by the office three more visits have piled on top.
See it work
Messy spoken thought in. A clean, structured artifact out.
Visited the Thompson family today, home was stable, both kids are in school and attending. Mom brought up she's having real trouble affording the heating bill this winter. I referred her to the energy assistance program. No safety concerns observed today. I want to follow up in two weeks to check the referral went through.
Case note (DRAFT, worker to review and finalize)
- Visit: Thompson family, home visit
- Observations: home stable; both children in school and attending; no safety concerns observed today
- Need identified: difficulty affording the heating bill this winter
- Action: referred to energy assistance program
- Follow-up: 2 weeks, confirm referral went through
The workflow
Record a voice note
Hit the hotkey and talk, no formatting, no typing.
Tag it with this context
Contextli shapes your words into the structured output above.
Find it later
Everything's searchable and organised by context.
Pull it into Claude or ChatGPT
Bring your contexts straight into your AI tools with the Contextli MCP.
Your raw recording and transcription stay on your device, so you can always go back to the original.
The prompt behind this context
I'm going to recap a home or client visit I just finished. Turn it into a DRAFT case note for me to review and finalize, never a final record. Start the output with a bold line marking it as a DRAFT for the worker to finalize. Then bullets for: Visit (who and type), Observations (including any safety observations exactly as I state them), Need identified, Action or referral, and Follow-up (timing). Stay faithful and conservative, use only what I actually said, never infer risk, diagnoses, or safety conclusions I did not state. Keep wording neutral and factual. Output only the draft note, no preamble.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Use this context
One click copies it and shows you exactly how to drop it into Contextli.
Next, open Contextli, go to the Contexts page, click Import, choose From JSON, paste, then Import Context. It is ready to use.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Your raw recording and transcription stay on your device, so you can always go back to the original.
Related contexts
Client Intake Note
A first session is a firehose, history, goals, the real reason they came. Right after, speak what you learned. You get a structured intake summary, the background, presenting concern, and goals, so you start session two knowing exactly where you are.
Coaching Session Log
A good coaching session ends with the client owning real commitments, and your job is to hold them to it next time. Speak the session right after, the focus, the breakthroughs, what they committed to. You walk into the next call knowing exactly what to follow up on.
Medical Visit Note
Between patients, the details from the last visit are already slipping. Speak your observations the moment you step out, the history, the exam, the plan. You get a clean clinical note in your own words, without paying for a transcription subscription you don't need.
Questions people ask
Questions social workers ask about Case Visit Note
What is the best way for a social worker to write visit notes after a session without spending 20 minutes on documentation?
Dictate a structured debrief immediately after the session ends, while your observations are still sharp. The Case Visit Note context converts your spoken summary into a visit note in under two minutes. You capture what matters without the documentation backlog.
How do I write visit notes that are useful for the next session?
Visit notes are most useful for follow-up when they capture the session date and client identifier, the key themes or goals discussed, the reported progress or challenges, the directions explored, and the plan for next time. The Case Visit Note context structures your spoken debrief to cover these areas consistently.
Can I keep session notes between clients?
Yes. Add the Case Visit Note context to Contextli, then dictate a visit note between sessions. You speak your observations for 60 to 90 seconds and receive a structured note ready to file. The recording and transcription stay on your device.
How do I keep session notes consistent across clients?
Consistency comes from using the same structure every time. The Case Visit Note context enforces a fixed set of sections from your spoken input, so each visit note covers the same fields regardless of how you happened to describe the session. That makes the notes easy to scan and compare later.
How do I add this context to Contextli?
Copy the context on this page, then open Contextli and go to the Contexts page. Click Import, choose From JSON, paste it into the Import from Clipboard window, and click Import Context. It is ready to use in under 30 seconds. If you do not have Contextli yet, you can download it for free first.
Is my voice recording private? Does Contextli send it anywhere?
Your voice recording and the transcription are stored on your device only. Contextli processes your audio locally and does not send your recordings or transcription text to any server. The structured output it produces is text you control, and you decide where it goes.
Can I change what the output looks like?
Yes. Every context in Contextli is a starting point you can edit. Open the context in the app, change the instructions to adjust the structure, tone, or fields, and save. The next time you use it, the output reflects your changes. You are not locked into the default format.
Do I need to install an app to use this context?
Yes. Contextli is a free app. Download it, then copy this context and paste it into the Import from Clipboard window on the Contexts page. The whole process takes about 30 seconds.