Faster case notes,
without switching systems
TryCaSIE is the step before your EHR. Speak what happened, review the note, and paste it into the system your organization already uses.
HIPAA Compliant·Your data never trains AI·Enterprise encryption·SOC 2 certified infrastructureThe Problem
Case notes pile up
Workers turn to ChatGPT to keep up. It's fast, but it isn't built for protected client information or the documentation standards this work runs on.
So teams fall behind, or they lean on a tool that wasn't made for client work.
The Solution
A workflow that turns a session into a structured case note
You speak or type what happened. You choose a note type: SOAP, BIRP, or DAP. Your raw input is formatted to match. You review, refine anything you want, and paste it into your EHR.
Built on HIPAA-compliant infrastructure. Client information stays protected.
Why This Works in the Real World
You don't need a new system
You already have one.
TryCaSIE fits before it.
What You Get
Built for the way case notes actually get written
2–3 Minutes, Done
Multilingual voice capture. TryCaSIE structures it into a clean case note.
Complete on First Pass
SOAP, BIRP, DAP, BioPsychoSocial. The note comes out the way reviewers expect it, so it holds up when it gets entered into your system of record.
Less Typing, Same Control
Choose how much help you want: light polish or full formatting. You still review everything before it's final.
HIPAA-Compliant Infrastructure
Built on Microsoft Azure with a BAA in place. SOC 2 Type II certified infrastructure, AES-256 encryption, private VNet, and enterprise AI that never trains on your data.
Clear Record, No Surprises
What was entered, what was suggested, what was edited, when it was approved. Immutable audit logs keep everything accountable.
Your Format, Your Rules
Build custom note formats, add your own instructions, and tailor how TryCaSIE structures every note to match how your team actually documents.
Group Sessions
One session. A separate note for every client.
Run a group, then describe what happened once. TryCaSIE writes an individual, chart-ready note for each client, carrying the shared session context across all of them while keeping each person's response, progress, and plan their own. Built for psychoeducation, skills groups, IOP and PHP, and any time you document several clients from a single encounter.
See how multi-client notes workFormat Library
Every common format. Plus the ones nobody else has.
TryCaSIE ships the formats human services and behavioral health teams already use. When an agency or state program requires something specific, we build that too.
Standard formats
Available to every account out of the box. You pick the format per note.
Built for specific customers
Formats we crafted for specific agency, state, or platform requirements. Now live in the app for everyone.
If your agency or state requires a format we don't have yet, we'll build it.
Who It's For
For staff with no time to spare
If you've ever thought:
- I'll clean this up later...
- I hope this is written the right way
- Why did this get sent back again?
- I know what happened, I just can't get it down right
TryCaSIE is for you.
With TryCaSIE:
- Notes done in minutes, not hours
- Leave work on time
- No backlog piling up
- Ready for review the first time
- Document many clients at once, one note each, automatically
How It Works
Frequently Asked Questions
Common questions about using TryCaSIE for case documentation.
Available Everywhere
Works where you do
Use TryCaSIE at your desk or in the field. Capture notes on any device. Everything syncs automatically.
iOS App
Native iPhone app with voice recording
Android App
Native Android app for all devices
Web App
Full-featured browser experience
About TryCaSIE
Case notes that take minutes, not hours
TryCaSIE is built for human services and behavioral health professionals who already have an EHR or case management system and need a faster way to get from a session to the note that goes in it. We don't replace your documentation platform. We help before the note is submitted.
Speak or type a quick summary. TryCaSIE turns it into a complete, structured case note using SOAP, BIRP, DAP, BioPsychoSocial, custom formats your team builds, or specialty formats we ship for specific state or platform requirements. Review it, approve it, and move on. Documentation gets done during work hours, not on weekends.
Built on HIPAA-compliant infrastructure with a full audit trail. TryCaSIE reduces the documentation backlog that leads to burnout, so staff can focus on clients instead of catching up.
Go home with your notes done
No more weekend catch-up. Notes finished at work, ready to be copied into your system.