Welcome to Neatly for providers
Record your client sessions in wellness, training, fitness, or aesthetics. Better notes, better handoff across staff, better customer experience, and your own branded AI app for clients to use at home.
Capture information in conversations
Better session notes, from the client’s mouth to your system
Deeply understand each client’s history, injuries, what they're working toward
Provide more comprehensive access to the information and support they paid for
No hardware, no training
3. 30 second review
Read it, edit anything, approve. Then it routes to your shared record, CRM or booking platform. No notes after hours, no handoffs from memory.
1. Press record
Your practitioner runs the session exactly as they do today. Neatly creates a summary and offers AI chat functionality.
2. 30-second review
Read the summary, edit and approve. The summary routes to your shared record, CRM or booking platform. No notes after hours, no handoffs from memory.
3. Easy handoff
Whoever sees the customer next starts where the last session ended, with key items
already flagged.
Everyone who sees this client works from the same picture.
One customer, one record
Every specialist walks in knowing what the others heard.
Fewer accidental contradictions
Your team stops giving the same person different plans.
The cue reaches the right person, before the visit
It goes to whoever needs it, not into someone's head.
The session ends. The relationship continues.
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Answered from their own session, in your voice.
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Your methodology and your protocols, not a generic chatbot.
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Neatly sits behind it. We don't sit between you and your customer.
Your own branded app carries your expertise home with the customer, so the advice you were paid to give keeps working between visits.
Your businesss, your custom tool
Consent comes first
Customers are asked before anything is recorded, and recording can stop at any point.
Access is defined by you
You decide who sees what, and what routes to which system.
See it on one of
your own sessions.
Tell us what to listen for. The two or three things worth pulling out of a conversation, in your own words. We send back what you asked for, drawn from your own conversations.
