Who this is for
Therapists, lawyers, and consultants who run first-session intakes and need the full picture captured, not a third of it.
The moment this saves you
The intake session gives me a hundred crucial details about a new client and I write down a third of them, so by session two I'm asking things they already told me and looking like I wasn't listening.
See it work
Messy spoken thought in. A clean, structured artifact out.
Intake note for the new client. They came in primarily because of anxiety that's been ramping up over the last six months, mostly around work and a recent move. Background, they're 34, recently relocated for a job, left their support network behind, that seems significant. No prior therapy. They mentioned sleep has gotten bad and they're drinking more than they'd like, want to flag that. Their goal is to feel less on-edge day to day and to figure out if this job was the right move. They seemed motivated and open. I want to assess the drinking more carefully next time.
Intake note, June 5, 2026
- Presenting concern: Anxiety ramping over the past 6 months, centered on work and a recent move
- Background: 34, recently relocated for a job, left their support network behind (appears significant); no prior therapy
- Flags to note: Sleep has worsened; drinking more than they'd like
- Stated goals: Feel less on-edge day to day; clarify whether the job move was right
- Presentation: Motivated and open
- Follow-up: Assess the drinking more carefully next session
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 dictate notes from a first/intake session with a new client. Turn it into a structured intake note: a bold "Intake note, [today's date]" heading, then labeled lines: Presenting concern, Background (relevant history), Flags to note (risks or concerns I raise), Stated goals, Presentation (how they came across), and Follow-up (what I want to do next session). Keep details exactly as I state them. Do NOT add history, goals, or assessments I didn't mention. Output only the note.
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
Therapy Session Note
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Legal Case Note
Walking out of a client meeting or court, the key facts and your next moves are crystal clear, for about an hour. Speak them now. You get a structured case note, facts, issues, action items, so your file stays current and nothing billable or critical slips.
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.
Questions people ask
Questions therapists ask about Client Intake Note
What is the best way for a therapist to write intake 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 Client Intake Note context converts your spoken summary into an intake note in under two minutes. You capture what matters without the documentation backlog.
How do I write intake notes that are useful for the next session?
Intake 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 Client Intake Note context structures your spoken debrief to cover these areas consistently.
Can I keep session notes between clients?
Yes. Add the Client Intake Note context to Contextli, then dictate an intake 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 Client Intake Note context enforces a fixed set of sections from your spoken input, so each intake 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.