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Zoflo opens in January 2027. Join the waiting list

Notes that stay where they belong.

Private notes on the client, the case and each session, and every document kept with its versions.

An open notebook and a mug on a table by a window

How it works

  1. Add a note about the client in general, a case, or a session.

  2. Choose its type: a general note, a session note or a record of contact.

  3. Upload letters, assessments and other files to the client's record.

  4. Every look, download and print is recorded.

Good to know

  • Practitioners see notes only for clients whose cases they hold.
  • Every version of a document is kept, and old ones can be archived rather than lost.
  • PDF, Word, Excel, JPEG or PNG, up to 10 MB each.
  • If you give Zoflo staff access to help you, clinical notes stay hidden unless you include them.

Related features

Who it helps

Be one of the first to try Zoflo.

We open in January 2027. Join the waiting list and we'll tell you as soon as you can start.