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Beam Notes
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Notes is an AI-powered documentation tool built for the reality of frontline housing work. Housing officers, tenancy teams and support workers can record assessments, home visits, and MDT meetings, upload images and physical documents, choose a custom template, and generate structured records in seconds.
It comes with a built-in knowledge hub, trained on your organisation's own policies, allocations criteria and SOPs, so HRA duties, safeguarding thresholds and local procedures sit alongside every interaction. Officers can also query and cross-reference across all their notes, transcripts and records through a built-in chat, so prevention opportunities aren't missed and case histories don't get lost between handovers.