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How to use Klara, your AI teammate

Learn how to use Klara, your AI teammate, to get treatment suggestions, create resources, and analyze cases.

Updated this week

Klara is designed to help you work smarter, not harder, by handling the behind-the-scenes tasks that eat up your valuable time. Think of it as a secure, compliant version of ChatGPT, built specifically for therapists. Use it to create resources, ask questions, and anything in-between. It follows the same security standards as the rest of Klarify, so you can share client information safely and get the help you need.

Step 1: Open Klara

  1. Go to your dashboard

  2. Click "AI Assistant" tab

  3. You'll see a chat interface

Step 2: Load Session Data (if needed)

  1. Click the "+" button in chat

  2. Select session you want to dive into

  3. Start asking questions

Your guide to asking Klara the right questions

Klara is your AI teammate inside Klarify. You already know Klara can help with notes. What most therapists miss is everything else Klara can do between sessions, from drafting a referral letter to helping you process a hard session.

This guide shows you the prompts real Klarify therapists use every day. Copy any of them, tweak for your client, and go. The more specific you are, the better the draft you get back.

Your data stays yours. Klarify does not train on your notes, transcripts, or client information. Klara follows the same HIPAA, PHIPA, and PIPEDA standards as the rest of Klarify. You can paste session content with confidence.

Four tips that make a big difference

  1. Load your notes with the [+] button. Klara works best with your real session content, not a summary of it.

  2. Be specific about format. "Warmer tone, not clinical." "Under 150 words." "Plain language a teen will read." Klara does not remember your format preferences between chats, so repeat them each time.

  3. Treat the draft as a starting point. Add your clinical voice, cut what does not fit, and sign.

  4. Ask follow-ups. "Make it shorter." "Add a line about her goals." "Rewrite it in a warmer tone." Klara will adjust.

What therapists actually ask Klara for

First, try asking Klara "what can you do", you'll see a nice breakdown of how she can help!

Below are some example prompts you can use, beyond the notes you are already writing with Klara. Start anywhere. Section 1 and 2 are the biggest time savers for most practices.

1. Session prep and planning

Therapists use Klara between clients to get ready for the next one. This is a five-minute use, not a fifty-minute one.

  • "Plan our next session around her social anxiety, with one grounding exercise."

  • "Generate five reflective questions for exploring family trauma with this client."

  • "What should I focus on next? Here are my last three session notes."

  • "Give me a simple in-session exercise for a disengaged 17-year-old."

  • "Plan a session that introduces IFS parts work to a client new to this modality."

2. Letters and forms

Work that used to take 30 minutes per letter. Klara drafts it, you review and sign.

  • "Write a physician referral letter for ADHD assessment based on these notes."

  • "Draft a return-to-work letter for someone recovering from burnout."

  • "Create a discharge summary for this client."

  • "Write a work accommodations letter for someone with PTSD."

  • "Draft an insurance authorization request for continued trauma therapy."

  • "Write a release of information consent in plain language."

  • "Draft an intake assessment based on this first session."

3. Treatment planning

Specificity helps here. Tell Klara the modality, the client's situation, and what you are trying to shift.

  • "Suggest CBT interventions for a client with perfectionism and anxiety."

  • "What interventions work for a child with autism who struggles with task initiation?"

  • "Build a trauma-informed treatment plan using EMDR based on these notes."

  • "Draft a relapse prevention plan for a client in early recovery."

  • "What treatment objectives fit a couple dealing with infidelity?"

  • "Help me blend IFS and EFT for a client stuck in avoidance."

4. Client communication

The short writing tasks that pile up between sessions.

  • "Draft a follow-up email after today's couples session with a recap of the homework."

  • "Help me reply to this client email about changing session frequency."

  • "Write a short summary I can send the client after today's session."

  • "Draft a check-in email to a client who missed last week."

  • "Rewrite this message in warmer, plainer language."

5. Supervision and your own reflection

This one surprised us. A lot of therapists use Klara to think through their own reactions, prep for supervision, or process a hard session.

  • "I had an intense reaction when my client talked about her mother today. Help me think through what that might be."

  • "What might my countertransference be signaling here?"

  • "Draft three supervision questions based on this session note."

  • "Help me articulate my concerns from this peer observation."

  • "Draft a short case presentation for group supervision."

6. Learning and clinical concepts

Use Klara like a colleague in the next chair when you need a quick refresher.

  • "What does a freeze response look like in trauma survivors?"

  • "Explain OCPD and how it differs from OCD."

  • "Give me a quick overview of CRAFT for families of someone with addiction."

  • "What is PACT therapy and when do you use it?"

  • "Walk me through polyvagal theory in plain English."

7. Assessment and case conceptualization

Paste test data or client history and ask Klara to help make sense of it.

  • "Help me interpret these Conners CPT-3 results for an ADHD assessment."

  • "Draft a case formulation from an attachment lens based on these notes."

  • "Write a psychological report summary from this testing battery."

  • "Identify the cognitive distortions at play in this client's self-talk."

  • "What defense mechanisms am I seeing in this session?"

8. Resources and handouts

Less common than the old guide suggested, but handy when you need something custom for a client.

  • "Create a grounding techniques handout for a client with PTSD flashbacks."

  • "Design a boundaries worksheet for a client with codependency."

  • "Write a short psychoeducation piece on anxiety I can share with a teen client."

  • "Make a DBT distress tolerance worksheet for a client who self-harms when overwhelmed."

A few things to keep in mind

Klara does not remember between chats. Each new conversation starts fresh. Paste in the context you need, or start a new chat per client to keep things clean and private.

Klara drafts, you sign. Klara's output is a first draft. Your clinical judgment, voice, and final review are what make it yours.

Klara works in your language. Ask in French, Spanish, or another language and Klara will answer in that language, including clinical notes and letters.

Your data stays yours. Klarify never trains on your notes, transcripts, or client data. Canadian data residency is the default for Canadian practices.

Have a use that is not in this list? Tell us. We update this guide based on how real Klarify therapists use Klara.

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