Turns session material into structured documentation, so your notes are ready with less after-hours work.
Guide
Clinical Thinking Agent
Prepares you for sessions and helps you think through cases with the patient’s history in context.
Triage
Intake Agent
Helps organize intake so the right information is ready before care begins.
Operator
Practice Operations Agent
Keeps routine scheduling and administrative work from piling up.
Where Your Clinical Work and Agents Come Together
Customers Hub
Session Editor
My Guide
Calendar & Scheduling
Briefs & Insights
Templates
See the Whole Patient Story
Bring sessions, notes, documents, and clinical context together in one place. Give the Scribe and Guide agents the history they need to help you prepare, document, and think across sessions.
Captures Hub
However You Work, Nothing Gets Lost
We make it easy to capture what happened, whether you record the session, speak a debrief, write by hand, or photograph your notes.
Record Session
Record the full session and turn the conversation into a transcript for documentation.
Voice Debrief
Record a short spoken reflection after or between sessions to capture impressions, details, and context in your own words.
Upload Image Notes
Photograph or upload handwritten notes and bring their content into the session.
Scratchpad
Write or draw by hand on your tablet and convert your handwriting into usable text.
Start Each Session With the Right Context
We prepare a concise brief from the patient’s history before each appointment. You decide what matters and how you want it structured, so the key information is ready when you need it.
Work Across Devices Without Breaking Your Flow
We keep your clinical work and workflow connected across desktop, tablet, and mobile, so you can pick up wherever you left off.
Built Around the Way You Practice
Document Templates
Define the structure and content of the documents you generate.
Brief Structure
Choose what information appears in your pre-session brief and how it is organized.
Capture Preferences
Use session audio, debriefs, handwriting, or photographed notes in the way that fits you.
Session Goals
Set the focus and goals you want carried into your session workflow.
EHR Compatibility
Keep your existing EHR and use Underline alongside it, with deeper integration coming soon.
Agent Interactions
Shape when and how your agents step in to support your work.
Automation Preferences
Choose what gets prepared or handled automatically in the background.
Document Templates
Define the structure and content of the documents you generate.
Brief Structure
Choose what information appears in your pre-session brief and how it is organized.
Capture Preferences
Use session audio, debriefs, handwriting, or photographed notes in the way that fits you.
Session Goals
Set the focus and goals you want carried into your session workflow.
EHR Compatibility
Keep your existing EHR and use Underline alongside it, with deeper integration coming soon.
Agent Interactions
Shape when and how your agents step in to support your work.
Automation Preferences
Choose what gets prepared or handled automatically in the background.
Document Templates
Define the structure and content of the documents you generate.
Brief Structure
Choose what information appears in your pre-session brief and how it is organized.
Capture Preferences
Use session audio, debriefs, handwriting, or photographed notes in the way that fits you.
Session Goals
Set the focus and goals you want carried into your session workflow.
EHR Compatibility
Keep your existing EHR and use Underline alongside it, with deeper integration coming soon.
Agent Interactions
Shape when and how your agents step in to support your work.
Automation Preferences
Choose what gets prepared or handled automatically in the background.
HIPAA Compliant From the Start
We built privacy and security into the foundation, with HIPAA-compliant infrastructure, encrypted data handling, and strict controls over how information is used.