Prepare for each visit
Before a visit, ask what came up at the last check-in and what the referral said, and walk in with the details.
Littlebird remembers your check-in notes, referrals and calls, so you're prepared before visits and follow-ups
SOC 2Never sold or used for trainingMac and Windows
At last week's check-in, the family asked about school transport. The referral from the housing agency mentions a review due on October 30, and you promised to bring the transport form to the visit.
Your caseload runs on details: what a family asked about at the last check-in, the referral from another agency, the benefits deadline and the call you promised to return. Documentation matters, and so does the time you spend with people.
Littlebird remembers your notes, the email you connect, your calls and the forms on your screen, so you can ask what happened since the last visit and draft the follow-up letter or case note. It gives no clinical or legal advice, and your agency's records stay the record. HIPAA is available with a signed BAA.
It works from your meetings, email and the work on your screen, and you stay in charge of what goes out
Before a visit, ask what came up at the last check-in and what the referral said, and walk in with the details.
Ask which benefits reviews, forms and callbacks are due this week across your caseload, then work the list from the answer.
Ask for a case note or a letter, and Littlebird drafts it from your notes and the calls you took, for you to review and finish.
Littlebird takes notes in case conferences and team meetings without a bot joining, so decisions and next steps are easy to find.
Connect your email, calendar and files on every plan, including the free one
Littlebird also remembers what you see in any app on your Mac or Windows computer.
Littlebird never sells your data or trains models on it, and neither do its AI providers
Pause capture anytime, keep apps and websites out, and delete your data whenever you like.
Your chats, meeting notes and memory stay private to you unless you choose to share them.
Data is encrypted at rest with AES-256 and in transit with TLS 1.3, and hosted on AWS in the United States.
Littlebird is SOC 2 Type II audited, and HIPAA is available with a signed BAA.
Yes. Ask Littlebird to draft a case note from what you noted and heard, and edit it before it goes into your agency's system. It gives no clinical or legal advice.
Littlebird doesn't connect to your case management system. It remembers what you see in any app on your Mac or Windows computer, and you can keep any app out of its memory. You can also connect Gmail, Google Calendar, Google Drive, Outlook and Dropbox on every plan, including the free one.
With consent, yes. The iPhone app can take notes in person, and on calls from your computer no bot joins. Let the people you're meeting know you're taking notes, as your agency's policy and local law require.
HIPAA is available with a signed BAA. Littlebird never sells your data or trains models on it, and neither do its AI providers. It's SOC 2 Type II audited, your notes stay private to you unless you share them, and you can pause capture, keep apps out or delete your data at any time.
You can start for free. Paid plans add more capacity and features, and you can compare them on our pricing page. To sign a BAA, talk to us about HIPAA.
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