how it works

Case admin handled,
from start to finish

Notes works in the room, in the car, or out in the field. Built to handle background noise, diverse accents and unreliable internet.

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Record or upload files

Capture a meeting, upload files, or scan scribbled notes from your session

Review your note

Select your template and review the draft Note. Refine it in minutes, not hours

One-click copy to submit

Complete final checks and one-click copy into your internal system to submit

IMPACT

When admin gets easier, everything else gets better

Get back a day a week

Hours spent on documentation add up fast. Notes can draft assessments, case files and meeting notes in minutes, so your team can focus on the people in front of them.

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"Beam Notes has helped me be more efficient, organized, and ultimately provide better care."
Joanna James
Social Worker

Improve morale and retention

No-one got into frontline services to write up notes.
Let Notes reduce admin time by up to 60% and watch your teams rediscover their passion for the work.

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"I’ve just stopped carrying the weight of documentation on top of everything else. I actually enjoy coming to work more now."
Sheemeca Berkley
Family Social Worker

Detailed notes, deeper conversations

Good casework happens in the conversation, not on the notepad. Notes enables your team to stay present and deliver richer, more accurate records.

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"These caseworkers can now show up more present and focused on the families in front of them. That is what they entered this field to do."
Oriane Eriksen
Director of CYF Services

Complex support plans, drafted in moments

Support plans draw on hundreds of files and assessments. Notes absorbs, cross-references and summarises it all into a detailed working draft, matched to official templates like care assessments, DSTs or PHPs

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GOVERNMENT GRADE SECURITY

Uncompromising on security and safety

With ten years’ expertise managing frontline services data, we understand what’s at stake. We go above and beyond to keep data safe and secure.

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AES-256 encryption at rest, TLS 1.3 in transit
Customer-defined data retention periods
Role Based Access Control (RBAC)
Data never used to train models without consent
Data securely stored on servers in Australia
Features

Complete documentation. Completely secure.

Work on all devices

Works on phones, old and new, as well as computers

Private Knowledge Hub

Search organisational policies and receive tailored insights, mid-meeting

1,000s of templates

Custom-built by expert engineers and former caseworkers

Add files to Notes

Add multiple file types, from handwritten notes to PDFs

Multilingual capability

Run meetings in over 70 languages, and translate into even more

Ask Notes anything

Extract details, draft letters, make rapid edits, all using the Chat bar

Folders & Workflows

Organise Notes your way with folders or Workflow tools

Drafted follow-ups

Draft letters, emails, and any follow-ups. It really can do it all

Insights & Analytics

Detailed reports and analytics on how your team are doing

Works offline

No WiFi? No problem! Notes works in no/low-internet environments

Government-grade security

SSO, MFA and all data encrypted at rest and in transit

GDPR & HIPAA

Use our products in the knowledge that you'll stay compliant, always

Frequently Asked Questions

Is Notes an app?

Notes is a web app, which means it runs in a web browser on any device, online or offline. There is no need to download or install any software, and it works across Microsoft, Apple, and Android products.

What type of meetings can Notes summarise?

You can record, transcribe and summarise any meeting or conversation. Notes will generate written outputs in custom formats - we work directly with you to design these out so your team's notes are drafted in line with their specific meeting types (eg: Care assessment format, PHP review etc)

What kind of plans and assessments can Notes generate?

Notes is built to help accelerate the first draft of complex plans and assessments in a variety of sectors. Some examples include Education Health and Care Plans, Decision Support Tools, Neurodiversity Assessments and Form Fs. Notes can easily combine meetings and documents to create your desired output.

How does Notes ensure data security?

Notes is designed and built for frontline workers, and we know conversations may contain sensitive and confidential information. We employ state of the art security, including encryption at-rest and in-transit along with strong erasure and back-up policies.

How does Notes handle accents and other languages?

Our Notes tool has been used with a variety of accents and languages and it’s a key criteria we use to evaluate and select our transcription tools. Notes can also detect sessions held in multiple languages, or translate documents in other languages, and automatically translate them for you.

Talk to Beam

Speak to a specialist about the impact our tools could have on your team's service delivery.

"Notes exceeded my expectations in terms of accuracy, speed and staff satisfaction. There is a clear business case for using the tool."
Grace Lynch
Director of Commissioning

Brighter services for humanity

Equip your frontline teams with bespoke technology. Empower them to support people with more humanity.

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