Everbility
AI documentation assistant for occupational therapists, physiotherapists, speech pathologists and other allied health professionals. It transcribes sessions, then turns client notes and audio into SOAP notes, progress notes and long reports using customisable AI templates.
What is Everbility?
Everbility is a clinical documentation assistant for allied health professionals, published by Everbility Pty Ltd (ACN 668 055 669) in Australia. The homepage sets out three stages: capture information, use templates, generate documents. Capture covers uploading PDFs, images, handwritten notes and audio files, AI transcription of sessions and voice notes, and recording of phone calls. Client profiles fill out across successive appointments, which the company describes as Everbility learns about your clients with you. Generation runs on custom AI templates that stretch from one to a hundred pages and combine paragraphs, tables and tags. Raw notes become a drafted document in a single click. A built-in AI editor then adjusts tone, length and style, can look for peer-reviewed research to support a statement, and exports to formatted Word or plain text. Collaboration features sit alongside: inviting a team, team billing, shared templates, shared clients and an organisation knowledge base. A conversational assistant answers questions across large volumes of notes and keeps a history. The guides document further capabilities, including persistent writing rules, AI filling of PDF forms, community templates, configurable DOCX export styles and automatic naming. Everbility connects to three practice management systems, Nookal, Cliniko and Halaxy, so appointments appear inside the tool, transcription can be started from an appointment, and the finished document can be sent back to the PMS. A public REST API is documented, alongside a partner API using OAuth 2.0 with PKCE and webhooks. The security claims displayed on the homepage cover HIPAA, the Australian Privacy Principles, GDPR and SOC 2, with SOC 2 Type 2 recorded as obtained in the changelog. The stated audience is occupational therapists, physiotherapists, speech pathologists, psychologists and NDIS clinicians, and the product is presented as made by allied health professionals and shaped by user feedback. The founders are Angela Mariani, with more than fifteen years in the health sector, and Mani Batra on the software side, with a team based in Australia. Delivery has been steady: 226 changelog entries between May 2023 and August 2026. The publisher does not present the tool as a substitute for clinical judgement, and publishes its own guide on handling hallucinations.
What it does
- Import a client's notes, PDFs, images, handwritten notes and audio files
- Transcribe a session or a voice note into text in seconds
- Generate a document in one click from the client context plus a template
- Build custom templates from 1 to 100 pages with paragraphs, tables and tags
- Question your notes in natural language through the built-in assistant
- Find peer-reviewed research references to support what you have written
- Export to formatted Word or plain text, or push the document to Cliniko, Nookal or Halaxy
When to use Everbility / When not to
A quick filter to help you decide if Everbility is the right fit.
When to use Everbility
- Occupational therapists writing long-form documents such as Functional Capacity Assessments and NDIS reports
- Physiotherapists, speech pathologists and psychologists producing SOAP and session notes after every appointment
- Solo allied health practitioners who want to stop writing documentation in the evening
- Clinic owners and directors who need team invitations, team billing and a shared template library
- Practices running Cliniko, Nookal or Halaxy that want finished documents pushed back into the practice management system
When not to use Everbility
- Clinicians looking for a permanently free tool: the only public plan is A$50 per user per month once the 7-day trial ends
- Non-English-speaking practices, since the interface and generated documents are limited to US and UK English
- Teams that need a mobile workflow, as no iOS or Android application is listed on the site
- Clinics shopping for an electronic health record or a billing system; Everbility writes documentation, it does not replace either
- Anyone expecting output to be reliable without review, as the terms state Everbility is not responsible if information is not accurate, complete or current
How to use Everbility
A typical end-to-end flow, from setup to results.
- Sign up for free: the 7-day trial needs no credit card, and sign-in is handled through Clerk
- Set your preferences at first launch: profession, AI settings and preferred language (US or UK English)
- Add a client, then attach context notes, PDFs, images and recordings to that profile
- Transcribe a session or upload an audio file to turn speech into text
- Pick a community template or build your own rather than starting from a blank page
- Generate the document from the selected context plus the chosen template
- Iterate in the AI editor to adjust tone, length and style, and verify claims against peer-reviewed research
- Export to Word or plain text, or push the document to your connected PMS (Cliniko, Nookal or Halaxy)
- For a team, create an organisation, invite members and share templates, clients and the knowledge base
- For API access, ask an organisation administrator to enable API keys or write to support
Pros & Cons
Pros
- Genuinely vertical: templates and knowledge base are specific to allied health rather than a general-purpose assistant wearing a clinical label
- Explicit privacy stance, with no data used to train AI and a contract with OpenAI providing zero retention
- SOC 2 Type 2 obtained, with HIPAA, Australian Privacy Principles and GDPR compliance claimed
- Subprocessors named one by one in the privacy policy, and GDPR representatives appointed for both the EU and the United Kingdom
- Native integrations with three allied health practice management systems, plus a documented public API and an OAuth 2.0 partner API
- Low-cost entry: 7-day trial with no credit card and a 30-day money-back guarantee advertised on the pricing page
- Sustained release pace, with 226 changelog entries in three years, and substantial user documentation (topic guides, therapist checklist, videos, webinars)
Cons
- A single public plan, with no permanent free tier and no cheaper entry level
- Prices quoted only in Australian dollars excluding GST, with no equivalent shown in another currency
- Generation limited to English (US and UK) according to the changelog entry of 18 January 2024
- The country hosting user data is never stated; backups are described only as spread across multiple data centres
- No DPA published or announced as available on request, and a privacy policy with neither an effective date nor a revision date
- Section 7 of the terms states no refund on cancellation while the pricing page advertises a 30-day money-back guarantee; the two statements coexist
- No company postal address, no contact page and no mobile app; the pricing FAQ answers are rendered in JavaScript and unreadable without a browser
Pricing & Plans
There is no permanently free plan. Everbility publishes a single subscription, the Professional Plan, at A$50 per user per month; all prices are quoted in Australian dollars and exclude GST. A 7-day free trial is available without a credit card, and the pricing page advertises a 30-day money-back guarantee, although section 7 of the terms states that no refund is due if the subscriber cancels. A monthly/annual toggle appears on the pricing page but the annual rate is not rendered in static HTML. Payment is by card through Stripe, renewal is automatic, and 14 days' notice is given before any price change. An Enterprise plan is mentioned in the changelog for organisation usage analytics, but no price is published for it.
- AI documentation writer
- chatbot trained on allied health knowledge
- AI templates
- AI scientific research
- natural-language querying of notes
- voice transcription
- no data used to train AI
- end-to-end encryption
- Enterprise plan
- mentioned in the changelog for organisation usage analytics
- no price published
- access on request from support
Data, GDPR & hosting
A consolidated view of how Everbility handles your data.
GDPR overview
Everbility claims compliance with the GDPR alongside the Australian Privacy Principles, the Privacy Act 1988 (Cth), HIPAA and SOC 2 Type 2. The privacy policy lists the legal bases relied on (consent, contract, legal obligation and legitimate interests, with explicit consent for sensitive categories) and the rights of access, rectification, erasure, restriction, objection and portability. An Article 27 EU representative is appointed: Instant EU GDPR Representative Ltd, Adam Brogden, contact@gdprlocal.com, +353 15 549 700, in Lucan, Co. Dublin, with a dedicated reporting page; a separate UK representative, GDPRLocal Ltd. in Brighton, is named as well. Data breaches are to be notified to the user within 72 hours. Complaints go to the OAIC in Australia, or to the local supervisory authority for EU and UK residents. Data on children under 13 is not knowingly collected. The policy carries no effective date and no revision date.
Who owns the data?
The terms are explicit that Everbility does not own the data users upload; ownership stays with the practitioner. Users grant the company a royalty-free, non-exclusive, non-transferable, non-sublicensable and revocable licence, limited to storing that data and adding it to backups. Intellectual property in the site and the service itself belongs to Everbility or its licensors, and subscribers receive only a licence to use it. Feedback is handled differently: ideas, suggestions and messages sent to the company become its property irrevocably and are treated as non-confidential. The privacy policy adds that information a subscriber provides is never visible, accessible or shared to any other Everbility subscriber, and that client personal information is processed solely for the primary purpose of delivering health services.
Reuse rights
Uploaded data serves the delivery of the service: generating documents, transcribing sessions and answering questions about notes. The pricing page commits to no data used to train AI and zero AI data retention, and the privacy policy describes a contractual agreement with OpenAI under which data provided for the primary purpose of serving clients is neither used to train its models nor stored on its servers or those of its subprocessors. The company also states it holds BAAs with all its vendors, including AI providers. Beyond that, personal data is used to provide the service, respond to requests, improve the site and send direct marketing with an opt-out. The GDPR legal bases invoked are consent, contract, legal obligation and legitimate interests, with explicit consent for sensitive categories. Named subprocessors are Clerk for user management, Stripe for payment, OpenAI for processing, and Vercel, Google Analytics and PostHog for analytics; anonymous collection through pixels, cookies, server addresses and page logs is also disclosed. Because ownership of uploaded data stays with the user, no permission is needed to reuse it, and the terms make the user responsible for keeping their own copies through the export function.
Data retention & training
Hosting summary
Everbility does not say where user data is hosted. No hosting country and no region are named anywhere on the site, which is why the hosting country and region fields are empty. The only public indication comes from the changelog, which states that data is backed up in multiple data centres, still encrypted and safe from prying eyes, without naming a single location. Client notes and templates are described as encrypted at rest and in transit. The privacy policy allows disclosure to overseas recipients, including related companies, suppliers and government bodies, with reasonable steps taken so those recipients do not breach the applicable obligations. Infrastructure and analytics subprocessors are named: Clerk for user management, Stripe for payment, OpenAI for processing, and Vercel, Google Analytics and PostHog. Technical signals outside the company's own statements point to United States infrastructure, since the domain resolves to a Vercel address (76.76.21.21) and public assets are served from an AWS S3 bucket in us-west-1, but that is an observation, not a declaration. A practice with a data residency obligation should obtain a written answer from the publisher first.
Things to keep in mind
Risks and trade-offs to weigh before adopting Everbility.
- Generated documents carry identifiable patient health data, so every export, share and integration has to be handled as clinical material
- The 30-day money-back guarantee on the pricing page contradicts section 7 of the terms ('You are not entitled to a refund if you cancel'); get the point clarified before subscribing
- No data hosting country is disclosed, which is a problem for any practice bound by a data residency requirement
- No DPA is published; BAAs are said to be in place with vendors, but the pricing FAQ answer about signing one with customers is rendered in JavaScript and could not be read
- Uploaded data is permanently deleted or anonymised 60 days after cancellation and is then unrecoverable, so export everything before closing the account
- Ownership of any Feedback sent to the company is irrevocably transferred to Everbility and treated as non-confidential (terms section 8), while overall liability for use of the site is capped at one Australian dollar (section 13) under New South Wales law, a distant jurisdiction for a European customer
- The publisher's own guide on handling hallucinations, and one clinician's warning that you definitely still need to use your clinical reasoning, point at the real risk: leaning on generated prose until the habit of writing your own clinical reasoning quietly erodes
Setup & Integrations
Technical difficulty
Low for everyday use, higher for integrations. Everbility is a web app with nothing to install: sign up and work in the browser, with a 7-day trial that needs no credit card. Initial setup is light, covering profession, AI preferences and language. The real learning curve is template creation, as one user notes, softened by ready-made community templates. Connecting a PMS (Cliniko, Nookal, Halaxy) means entering an integration key, which an administrator can share across the team. API keys must be enabled by an organisation administrator, and the OAuth 2.0 with PKCE partner API is a development project.
Deployment
Integrations
Supported languages
Behind Everbility
Social
Resources
All the official URLs gathered for verification and reference.
Alternatives
Tools that compete with or complement Everbility.
Frequently asked questions
Who is Everbility built for?
Is there a free plan?
Is my data used to train the AI?
Can other Everbility subscribers see my notes?
Which certifications and standards does Everbility claim?
Does Everbility connect to my practice management software?
Is there an API?
Which languages does Everbility support?
Is there a mobile app?
How do I cancel, and what happens to my data afterwards?
Should you pick Everbility?
Everbility is a mature vertical product rather than a general assistant wearing a clinical label. Three years of continuous delivery, 226 changelog entries, SOC 2 Type 2 certification, a documented public API and native integrations with Cliniko, Nookal and Halaxy put it well past the prototype stage. Its privacy posture is unusually explicit for a company of this size: subprocessors named one by one, GDPR representatives appointed in both the EU and the UK, a contractual commitment that no customer data trains the AI models, and zero retention on the AI provider's side. Against that, the commercial and legal picture is narrower. One plan, A$50 per user per month, quoted only in Australian dollars excluding GST, with no permanent free tier and no cheaper entry point. Generation is English-only, US or UK. No postal address, no contact page and no data hosting country are published, which will matter to any practice under a data residency requirement. And the 30-day money-back guarantee on the pricing page sits awkwardly next to a terms clause stating that cancellation earns no refund. The natural audience is allied health professionals who write long documents, from Functional Capacity Assessments to NDIS reports, whether solo or in a clinic that needs shared templates and team billing. The tool assumes English-language practice and a workflow in which identifiable health data passes through a cloud service, so the compliance review belongs before the trial, not after. Trying it costs little: seven days without a credit card, then the stated money-back guarantee. The publisher marks the limit itself, shipping a guide on handling hallucinations and stating in its terms that it is not responsible if the information provided is not accurate, complete or current. Clinical review of every generated document stays with the practitioner.
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