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 tap adds it to your clipboard. Open Contextli and paste to add it.
Next, open Contextli, Contexts, Import, paste.
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.
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