Welcome to Cora

Your NDIS case noting assistant — a quick guide to get you started

What is Cora?

Cora is your writing assistant for NDIS case notes. After a phone call, visit, or email, you tell Cora what happened in your own words (by talking or typing), and she writes it up as a professional case note that you can paste straight into Astlaty.

She also pulls out your follow-up tasks so nothing falls through the cracks.

Cora is a helper, not a replacement. She drafts notes for you to review and edit — you're always in control of what goes into Astlaty.

Step-by-Step: Writing a Case Note
1

Tap "New Note"

From the Dashboard or the menu bar at the top. This opens the note input screen.

2

Talk or type your rough notes

Voice: Tap the microphone button and speak naturally, like you're telling a colleague what happened. Tap again to stop.
Type: Just write in the box — dot points, full sentences, whatever works. Don't worry about making it sound professional, that's Cora's job.

Tip: Try to mention: who you spoke to, how (phone/face-to-face/email), what was discussed, any actions, and timeframes.

3

Tap "Generate Case Note"

Cora takes 20-40 seconds to write the note. You'll see a spinner while she works. Your rough notes are saved immediately, so even if something goes wrong, they won't be lost.

4

Review and edit

Read through the note. You can edit anything — fix names, add details, change wording. Cora does a good job but she's not perfect, so always check the details are right.

5

Copy to Clipboard → Paste into Astlaty

Tap the big green "Copy to Clipboard" button, then switch to Astlaty and paste (Ctrl+V). That's it — note done!

You can also tap "Approve & Save" to save the final version in Cora, and "Download" to save it as a text file.

Managing Your Notes
  • Edit a note — Open it from History, tap "Edit Note" to reopen it for changes.
  • Delete a note — Open it, scroll down and tap "Delete". You'll be asked to confirm.
  • Re-generate — If the draft is way off, tap "Re-generate" to have Cora try again from your original rough notes.
  • Find old notes — Tap "History" in the menu bar to see all your recent notes.
  • Download a note — On the review screen, tap "Download" to save it as a text file on your device.
Using Tasks

After you've approved one or more case notes, Cora can read through them and pull out everything you need to do next.

  • Go to "Tasks" in the menu bar.
  • Tap "Extract Tasks from Notes" — Cora reads today's approved notes and creates a task list.
  • Tasks are colour-coded by priority: URGENT do first, HIGH important, MEDIUM can flex, LOW when you get to it.
  • Tick tasks off as you complete them — they'll fade out so you can focus on what's left.
  • If something needs an incident report, Cora will show a red alert banner at the top.

Remember: Tasks are suggestions based on what Cora found in your notes. Use your professional judgement — if something's missing or wrong, just ignore it or give Cora feedback so she can improve.

Where Does My Data Go?

Everything stays in your home. Cora runs on the Mac Studio sitting in your house. Your notes, transcripts, and tasks are stored locally on that machine. The AI model runs locally too — nothing is ever sent to the internet or any cloud service.

This means your participants' information is protected by design, not just by policy. Even if someone wanted to, the system physically cannot send data to a cloud AI.

You access Cora through Tailscale, which creates an encrypted tunnel between your devices and the Mac Studio. Only devices signed into your Tailscale account can reach it.

Tips for Getting the Best Results
  • Be specific about people and roles — "Called David's mum Karen" works better than "spoke to someone"
  • Mention the type of contact — phone call, face-to-face, email
  • Include actions and timeframes — "need to follow up by Friday" helps Cora create better tasks
  • Don't filter yourself — more detail is always better. Cora will trim it to the right length.
  • Flag urgent things — if there's a safeguarding concern or incident, say so explicitly
Back to Dashboard

Having trouble or have suggestions? Tap Feedback in the menu — it goes straight to Jamie.

All processing happens locally on your home network — no cloud AI
Cora Chat with Cora
Cora

Hey! I'm here if you need me. Ask me anything, tell me about a visit, or just say hi.