Caseloop

Copilot for Caseloop Desktop App

Overview Transform how you manage client cases with one-click access to AI-powered tools. Dictate session notes, respond to emails, and organize case files instantly—all from your browser. Caseloop brings professional case management directly into your workflow. Trusted by social workers, therapists, and case managers, Caseloop helps you spend less time on documentation and more time with clients. Whether you're dictating SOAP notes after a session, drafting email responses, or managing client files, Caseloop makes case management seamless and efficient. KEY FEATURES 📝 Voice-to-Text Session Notes Dictate session notes and automatically format them into SOAP, DAP, BIRP, or GIRP templates Convert voice recordings into professional clinical documentation in seconds Edit and save notes directly to client files 💬 Smart Case Assistant Ask questions about any client and get instant, context-aware answers Access case history, treatment plans, and progress notes through natural conversation Generate insights and summaries from your entire case file 📧 Email Intelligence Generate professional email responses based on case context Extract and save email attachments directly to client files Maintain consistent communication while saving hours of writing time 📁 Seamless File Management Add email attachments to case files with one click Organize documents by client with automatic categorization Access all case documents from a unified sidebar 👥 Client Organization Quick-access client profiles with comprehensive case information Track activities, appointments, and case status at a glance Search and filter clients instantly 🔒 Secure & Private All data stays on your local machine via Caseloop Desktop No cloud storage of sensitive client information HIPAA-compliant architecture DESIGNED FOR PROFESSIONALS Caseloop is built specifically for: Social Workers managing multiple cases Therapists documenting session notes Case Managers coordinating client services Healthcare Coordinators tracking patient progress Family Service Providers maintaining detailed records WORKFLOW INTEGRATION Works seamlessly with Outlook for email management Operates as a browser sidebar for instant access Syncs with Caseloop Desktop for comprehensive case management No disruption to your existing tools and processes HOW IT WORKS Install the Caseloop extension and desktop app Click the extension icon to open your case management sidebar Select a client or create a new one Use voice dictation, email tools, or chat to manage your cases All data syncs locally with your secure Caseloop Desktop SAVE TIME, IMPROVE CARE Reduce documentation time by up to 70% Never miss important case details with AI-powered search Maintain consistent, professional communication Focus on what matters most—your clients REQUIREMENTS Caseloop Chrome Extension works with Caseloop Desktop (free download) to ensure your data remains secure and private on your local machine. ABOUT CASELOOP Caseloop is the modern case management platform designed by and for human service professionals. We understand that every minute spent on paperwork is a minute away from helping clients. That's why we've built tools that work the way you do—fast, intuitive, and always accessible. Join thousands of professionals who've transformed their practice with Caseloop. Because better tools mean better care.