Intake to Note Generator
Convert Intakes into SOAP Notes

Turn your intake sessions into clear, structured notes automatically. Twofold’s AI transforms your initial assessments into ready-to-use SOAP documentation in seconds.

Try for Free Hipaa Compliant

No credit card required

Hipaa Compliant
Twofold transforms visit summaries with seamless audio capture, smart note generation, and personalized treatment plans for improved efficiency.
THE SOLUTION

Transform intake sessions into complete clinical notes

Twofold’s Intake to Note Generator saves time and ensures accuracy by transforming intake summaries into structured SOAP notes with minimal effort.
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Instant Intake-to-Note Conversion

Automatically generate detailed SOAP notes from your intake forms, client summaries, or recordings.
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SMART and Structured Documentation

Capture client history, symptoms, and goals in a clear format aligned with professional documentation standards.
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HIPAA-Compliant AI

All data is encrypted and processed securely under a signed BAA for complete compliance.
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Prebuilt Templates for Therapy and Healthcare

Access SOAP templates tailored for mental health, nutrition, and allied healthcare practices.
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Customizable Fields

Add or remove sections to match your specific intake and treatment workflow.
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Voice and Text Input

Upload recordings or summarize sessions in your own words—Twofold converts them into structured notes.
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Telehealth-Ready

Generate notes from virtual sessions instantly—perfect for remote intakes and evaluations.
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Link to Treatment Plans

Automatically align client goals and objectives with future progress and treatment plans.
FROM 3 HOURS TO 5 MINUTES

Manual vs. AI-Powered
Simplify Intake Documentation

Without Twofold
Hours spent rewriting intake information into SOAP format
Inconsistent documentation between clinicians
High risk of missing key assessment data
Backlogged intakes and delayed treatment plans
With Twofold’s Intake to Note Generator
Convert intakes into SOAP notes instantly
Accurate, consistent documentation every time
Faster onboarding for new clients
More time for care, less time on admin

Built for every clinician who manages intakes

Twofold’s Intake Note Generator supports solo providers, clinics, and specialists who need structured intake-to-note workflows.
Therapy and Health Clinics

Therapy and Health Clinics

Unify intake documentation and SOAP note structure across all clinicians.
Independent Providers

Independent Providers

Convert first-session assessments into detailed notes quickly and consistently.
Telehealth Practices

Telehealth Practices

Document virtual intakes from any device and instantly generate compliant SOAP notes.
Specialty Providers

Specialty Providers

Ideal for therapists, dietitians, and speech therapists managing multiple new intakes per week.

Clinicians love Twofold’s intake-to-note automation

five star rating

Twofold saves me hours during onboarding. I can turn a new client intake into a SOAP note in minutes.

Ava (LCSW)

Therapist, Private Practice

five star rating

The AI understands intake forms better than I expected—it organizes everything perfectly for progress tracking.

Daniel (LMHC)

Mental Health Counselor

five star rating

Our practice used to spend days processing new intakes. Now we generate complete notes immediately after the first session.

Priya (PhD)

Clinical Psychologist

Reduce burnout,
improve patient care.

Focus on the patient, not the paperwork. Join thousands of clinicians already
using AI to become more efficient.

FAQs

An Intake to Note Generator uses AI to convert initial client intake data or assessments into structured SOAP notes automatically.

Yes. Twofold meets all HIPAA requirements and includes encryption and a signed BAA for every user.

Absolutely. You can personalize note structure, tone, and templates to match your clinic’s workflow.

Yes. You can upload or summarize virtual intake sessions and generate notes instantly.

Yes. Twofold automatically aligns your intake documentation with goals, progress notes, and treatment plans.