Confidant

Confidant is a single download, signed and notarized for both macOS and Windows.

Download the <code>.dmg</code> from your account page

Open the <code>.dmg</code> and drag Confidant into your Applications folder

Launch Confidant from Applications or Spotlight (Cmd-Space, type "Confidant")

The first time you launch, macOS may briefly show a "verifying" dialog — this is Gatekeeper checking the signature. After the first launch, this doesn't happen again.

1. Download the <code>.dmg</code> from your account page
2. Open the <code>.dmg</code> and drag Confidant into your Applications folder
3. Launch Confidant from Applications or Spotlight (Cmd-Space, type "Confidant")
4. The first time you launch, macOS may briefly show a "verifying" dialog — this is Gatekeeper checking the signature. After the first launch, this doesn't happen again.

If macOS says the app is "from an unidentified developer," you have an outdated copy — please re-download from your account. Our builds are signed and notarized; that warning shouldn't appear.

Download the <code>.msi</code> installer from your account page

Double-click the installer and follow the prompts

Confidant installs to your Program Files by default and adds a Start menu shortcut

1. Download the <code>.msi</code> installer from your account page
2. Double-click the installer and follow the prompts
3. Confidant installs to your Program Files by default and adds a Start menu shortcut
4. Launch from the Start menu

If Windows SmartScreen flags the installer, click More info → Run anyway. Our installer is signed; SmartScreen warnings can occur on brand-new releases until the installer builds enough reputation.

You'll see the onboarding wizard the first time you open the app. It walks you through:

Downloading the transcription engine (~150 MB)

Downloading the note-generation model (~3–5 GB depending on your tier) — this is the big one

Optional: turning on app lock (recommended)

1. Welcome screen
2. Downloading the transcription engine (~150 MB)
3. Downloading the note-generation model (~3–5 GB depending on your tier) — this is the big one
4. Picking your default therapy modality
5. Optional: turning on app lock (recommended)
6. Activating your license

Total onboarding time: about 10–15 minutes on a normal connection, mostly waiting for the note-generation model to download. After this, the app works fully offline.

If you ever need to find Confidant's data:

macOS: <code>~/Library/Application Support/com.confidant.notes/</code>

Windows: <code>%APPDATA%\com.confidant.notes\</code>

- macOS: <code>~/Library/Application Support/com.confidant.notes/</code>
- Windows: <code>%APPDATA%\com.confidant.notes\</code>

That folder contains your encrypted database, audio recordings, and the downloaded model files.

Installing Confidant

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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Installing Confidant

macOS

Windows

After install

Where Confidant lives on disk