Getting Started with Nesso Notes

Nesso Notes

A calmer, more focused experience between sessions. Close out notes in minutes, with or without AI.

Here’s how to get up and running..

Add your first client

  1. From your Dashboard, click the search field and select Add New Client.
  2. Enter a Legal First Name and Legal Last Name. Optionally add a Preferred Name.
  3. Check the box to confirm your client consents to recording. Recordings are deleted after Nesso generates the note.
  4. Click Add Client.

Note: If you skip the consent checkbox, you’ll be prompted to confirm it before starting a recording.

Start your first session

Nesso offers two ways to create a session note:

  • Record session: Nesso listens during the session and generates a note when you end it.
  • Dictate recap: After the session ends, you dictate a summary and Nesso generates a note from your words.

From the Dashboard, click Record session or Dictate recap and select a client to begin.

What happens next

When you end a session and click Generate Note, Nesso transcribes the audio, generates a SOAP note, and deletes the recording. The note appears on your Dashboard within a few minutes.

Your Dashboard

Your Dashboard shows Today’s Sessions and All Past Sessions. Each session displays its status: New (unreviewed), Generating (in progress), or Done (marked complete)..

Questions? Email hello@nessoapp.com — we’re here to help.