01 · Remember
See what is already known.
Open the client record to review interests, what works well, and things to be mindful of.
02 · Prepare
Start from the briefing, not the whole file.
Care team summary is built from the session notes you already finalised. Open the source sessions when you need the detail.
03 · Continue
Keep knowledge across workers and weeks.
Shared client context helps an authorised colleague prepare without relying on a separate conversation.

