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Coastal Monks
Early access

Private Case Notes

Visit notes filed from a quick recording, with personal details protected.

A case worker could file a visit summary on the drive back instead of late at night.

Join the waitlistHow it works

Community & ventures

What teams use it for

  • 01

    Notes from home visits and check-ins

  • 02

    Personal details removed before AI sees them

  • 03

    Follow-ups that don't slip

How it works

Three calm steps

  1. 01

    Tell it about your work

    Share a short voice note after a visit or check-in. It learns your programs, your voice, and your numbers once, then keeps them close.

  2. 02

    Ask for what you need

    Ask for a filed case note with follow-ups. Plain words are fine; no prompts to master.

  3. 03

    Review, then share

    A structured note, with personal details protected before AI sees them. Nothing goes out until you've read it and made it yours.

Visit note: [Client A]Illustrative sample

Housing: stable, lease renewed in May

Need: help with the school enrollment form

Follow-up: call Tuesday with an appointment

Personal details redacted before processing

Early access

Save your place for Private Case Notes

We're opening it to the organizations we fund first, then to the waitlist in order. It takes a minute, and there's nothing to pay.

It helps us open Private Case Notes to the teams who need it most.

Questions, answered

When can we start using Private Case Notes?

We're opening Private Case Notes to our partner organizations first, then to everyone on the waitlist in the order they joined. Join below and we'll write as soon as there's a place for you.

What will it cost?

We're building simple, nonprofit-friendly pricing, and partners we fund may receive sponsored access. We'll share details with everyone on the waitlist before anything opens.

What happens to our information?

Your organization's knowledge stays yours. Anything about the people you serve is handled with care: personal details can be removed before AI ever sees them, and nothing is shared without your say-so.

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