Built for Real-World Workflows

Put people first, not paperwork. NoteBuddy transforms your templates into structured, AI-powered reports—secure, fast, and built for community services.

How it works

AI case notes for community services

1. Initial Setup & Agreement

We handle everything to get you started:
You send us your report templates, descriptions, and organisation-specific requirements.
We upload and configure everything to match your workflows.
Your team receives secure logins and simple onboarding—no AI training required.

2. Input Notes

Caseworkers begin a new report by entering case details.
Type directly, use voice-to-text, or scan handwritten notes (OCR)
All data remains local and private—nothing is stored online

3. Enter Report Details

Users fill in key metadata to guide the AI:
Select client name (and optional ID)
Confirm/edit date and time
Choose a pre-loaded note template

4. Generate & Refine Reports

Save as draft or proceed to generate the report.
AI produces structured, compliance-ready notes, summaries, or referrals instantly Users can review, edit, or download reports—nothing is ever stored online.
All data stays 100% local—only on the worker’s computer

Why NoteBuddy Beats the Rest

Feature

Case Mgmt Software

Healthcare AI Tools

Generic AI Tools

NoteBuddy

100% Secure for Community Services
Automated Case Notes & Summaries
⚠️ Basic
⚠️ Mental health only
Customisable & Flexible Workflows
User-Friendly & Simple Interface
⚠️ Complex
⚠️ Medical-focused
⚠️ Technical
Built for Ethical, Purpose-Driven Work
⚠️ Not tailored