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Getting Started with Nesso Notes

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.
  4. Click Add Client.

Note: Audio recordings are deleted immediately after the transcript is created.

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 complete note.

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, deletes the recording, and generates your note. The note appears on your Dashboard within a couple of 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.