Speak or type what happened on shift. Clio catches the detail, structures the note to NDIS standards, and hands it back ready to sign. Minutes, not hours.
You did the shift. You know what happened. Clio does the writing and the structuring, so you can sign off and be done.
It works. You sit down after a shift, fill in the boxes, and hope you remember to cover everything. We made a free template that's structured to the NDIS Practice Standards, so if that's your way, you can download it below and use it on every shift.
Or you can speak or type once and let Clio write the note for you, with the structure already done and the gaps flagged before you sign. Same standards. Less time.
AI case notes are one of six tools that come with every Clio account. Shift calendar, invoicing, expenses, reports, and tax summary are all in the same app. No second subscription. No double-entry.
See the full toolkitEvery feature, every report type, every participant. No tiers. No upgrade gates. Nothing hidden behind a paywall when you finally need it.