Before we started building Serene, we spent months closely observing how mental health clinicians actually work. Not how software assumes they work. How their days really unfold.
We spoke to clinicians, sat with their workflows, and paid attention to the small frictions that quietly add up to burnout. One pain point came up again and again: the amount of time spent preparing for upcoming sessions.
When you’re working with multiple clients, it’s unrealistic to remember every detail from past conversations. Clinicians often have to revisit notes and reconstruct where things left off before planning what comes next. This becomes especially difficult with back-to-back sessions and little time to reset.
Our goal with Serene is to simplify this process. We want clinicians to spend less time catching up and more time doing what actually matters in the session. Reducing prep time isn’t just about efficiency. It’s about lowering cognitive load and making the work more sustainable.
Smart Session Summaries

Every time a new note is added to a client’s record, Serene automatically updates a concise session summary that reflects what actually matters.
Instead of forcing clinicians to re-read multiple past notes, we look across the last five sessions to identify recurring themes, ongoing concerns, and meaningful progress. This includes repeated discussions, shifts in emotional patterns, coping strategies that are working, and areas that still need attention.
By tracking what continues to come up and what has changed over time, Serene creates a living summary that stays current as therapy progresses. The goal isn’t to replace clinical notes. It’s to compress context.
When clinicians open a client record before a session, they get a clear snapshot of where things stand. What’s been discussed repeatedly. What progress has been made. What threads are still unresolved. All without digging through pages of documentation.
This allows clinicians to walk into sessions oriented and prepared, even when managing back-to-back appointments. Less time spent reconstructing the past. More time spent moving the work forward.
Topics and Recurring Themes

As therapy progresses, certain concerns tend to surface again and again. Serene automatically identifies these recurring topics across sessions and organizes them based on how frequently they are discussed. This gives clinicians an at-a-glance view of what occupies the most mental space for a client, without having to scan through individual notes. By highlighting patterns over time rather than isolated moments, this view helps clinicians quickly understand where attention has been concentrated, what issues remain persistent, and how day-to-day challenges are evolving. The result is better continuity, sharper focus, and more intentional sessions grounded in what truly matters to the client.
And Many More…
Beyond summaries and recurring themes, Serene makes it easy to find exactly what you’re looking for when time is limited and context matters.
Smart filters allow clinicians to quickly narrow down notes by specific dates or time ranges. Whether you’re looking for what was discussed last month or revisiting a particular session, clear filters remove the need to scroll endlessly through records.
Semantic search goes beyond keyword matching. Instead of searching for exact words, Serene understands meaning. For example, searching for “sleep” will surface notes that reference difficulty falling asleep, restlessness, insomnia, bedtime routines, or fatigue, even if the word “sleep” wasn’t explicitly used. This makes it easier to trace patterns without remembering the exact language used in past sessions.
Every Serene workspace also includes an AI assistant designed to work alongside clinicians. It can help summarize notes, surface relevant past discussions, and assist with finding external resources related to client needs. This may include publicly available worksheets, coping exercises, or research-backed material that supports ongoing treatment, all without leaving the workspace.
Together, these tools reduce friction, shorten prep time, and help clinicians stay focused on the work rather than the system.
Closing Thoughts
Session prep shouldn’t feel like starting from scratch. Serene helps clinicians stay oriented by summarizing what matters, surfacing recurring themes, and making past context easy to access.
By reducing cognitive load and prep time, clinicians can spend less energy catching up and more energy focused on the session itself. The goal is simple: better continuity, clearer context, and a more sustainable way to practice.