Notes that stay with every client.
Write meeting notes, call notes, and project notes as rich, collaborative documents, each one kept under the client it's about. A focused place for client notes, not another disconnected notes app. Free to start.
Kickoff call — key decisions
Filed under the client from the start
Every note is created inside the client it's about, so there's nothing to sort later — meeting notes, call notes, and project notes, never scattered across tools.
Written together, in real time
Your whole team can write the same note at once, each with a named cursor. Changes reach everyone within about a second — no refreshing.
Structured, not just plain text
Headings, checklists, tables, and to-dos — capture decisions and action items with real structure, not one long text box.
Auto-saved and searchable
Notes save as you type, and every save becomes part of the note's history. Type a keyword and any note comes back — whichever client it belongs to.
Weekly sync — Mar 20
More than a text box
A Pocper note is a real document. Structure your thinking with the same blocks you use everywhere in Pocper.
Headings
Give every note structure with titles and sections.
Checklists
Turn decisions into action items you can tick off.
Lists
Capture discussion points and next steps, in order.
Tables
Lay out agendas, timelines, and comparisons inline.
Rich text
Bold, colour, and highlight what matters in the moment.
Images & files
Drop in screenshots, briefs, and attachments up to 25 MB.
Your notes shouldn't live in a separate app
Standalone notes apps pile everything into one big notebook, disconnected from the people the notes are about. Pocper keeps every note under the client it belongs to — right next to their forms, documents, and files.
- Open a client and see every note you've ever taken about them.
- Meeting notes sit beside that client's forms, files, and signatures.
- No copy-pasting between your notes app and your client records.
Notes for the way you work with clients
Session notes, treatment notes, kickoff notes, site visits — start from a ready-made template, then write each note inside the client it's about.
Therapists & counselors
A session note after every appointment, kept with everything else about that client.
Physical therapists & clinics
A treatment note for each visit: what you did, how the client responded, and the plan for next time.
Agencies & consultants
Kickoff decisions, owners, and follow-ups, filed with the client they're for.
Designers & contractors
Notes from each site visit — progress, concerns raised, decisions made — kept under that client.
Give every note a shape before the meeting starts
Describe the note you take after every session and Pocper AI drafts it as a template — the sections, tables and checklists you asked for. In any note, ask for a change in plain words and see it highlighted before you apply it.
A note template from a description
Say what the note is for and what it must capture. You get a whole template, written to match the other templates in its folder.
A note for one client
From a client's page, describe the note you need and it is created in their file. Their other papers and answers are never sent.
Changes you see first
Ask it to add a table, turn a list into a checklist or reword a heading. Every change is highlighted in the note until you apply it.
Note-taking FAQ
Is Pocper a note-taking app?
Can my team write notes together?
What can I put in a note?
Are my notes saved and searchable?
Do I have to pick a client before writing?
Start writing client notes that never get lost
Keep every meeting note, call note, and to-do filed under the right client. Free, no credit card.