Book a walkthrough
See InsightNotes on a live call
A 30-minute walkthrough with your questions answered: we take a sample evaluation from intake to a finished report, show how drafting and review work, and talk through setup for your practice.
Please don’t include any client information.
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Your request is in. We will reply by email to set up a time.
Reference
What we will cover
- A complete evaluation, from intake to an exported Word and PDF report
- How AI drafting works, what it sends and how you review every word
- Your evaluation types and any referral-source formats you use
- Setting up your practice’s computers, administrators and billing
- Pricing for your practice’s size
Prefer to try it yourself first? Start a free trial or read a sample report.