Clinical AI Notes

Elevating Clinical Conversations into Actionable Insights

In healthcare, moments of insight happen in conversations—during hallway consults, quick phone updates, and bedside evaluations. Yet these critical details often go undocumented or are hastily captured in unstructured formats, leaving gaps in patient care and communication.

We saw this first-hand in our 130,000+ NHS clinician communication app, where vital exchanges of clinical knowledge were often ephemeral, lacking the structure needed for seamless follow-up or analysis. Pando's Clinical AI Note tool set out to bridge that gap—not just by capturing these conversations, but by turning them into organized, interoperable clinical records.

As Director of Product and investor, I led defining the vision and product strategy, and it started with Pando Clinical AI Notes, an ambient AI-driven solution designed to transform clinical conversations into structured, shareable, and actionable medical documentation.

This initiative laid the groundwork for Pando's broader vision: to empower clinicians with personalized AI agents—intelligent, context-aware, and seamlessly integrated—to enhance their workflows, improve decision-making, and elevate the standard of patient care.

The art of product is in how you navigate strategic tradeoffs and pivots to achieve your vision and execute on the business's goals so I will focus on that for this case study.

COMPANY
Pando
TEAM
Full-stack Engineers (6), Designer (1), Product Managers (2), CEO/Investors (3)
SERVICES
AI Investment Framework Product Requirements Live Prototype AI Roadmap
DATE
2025
Clinical AI Note Product Cover Photo

When we acquired Pando, a clinical communications app with 130,000 NHS clinicians and 200+ hospital systems, the CEO challenged me to integrate AI into our existing platform with two clear goals: attract investment and redefine our product strategy. As both a Director of Product and an investor, I saw a unique opportunity to leverage the rich clinical conversations happening daily on our platform. We weren't just sitting on communication data; we were sitting on actionable medical insights.

So many AI opportunities, but where to start?

When I was asked to integrate AI into Pando to attract investment and redefine our product strategy, I took a methodical approach to identify the highest-impact opportunity. My decision to build Clinical AI Notes was driven by a clear analysis of three critical variables: Market Gap, Unique Data Access, and Strategic Alignment.

Market Gap

I began with a deep dive into the competitive landscape, analyzing leading players in the space like Abridge, Notable, and Suki. These companies were leveraging voice-based AI to capture and structure clinical conversations, but their footprint was largely US-focused.

  • In Europe, and specifically within the NHS ecosystem, there was a noticeable gap: no dominant player was structuring conversational data at scale.
  • This presented an opportunity to be first to market in the EU with a solution already validated by competitors in the US.
  • Furthermore, NHS Trusts were actively seeking ways to reduce administrative burden—a direct alignment with what AI-driven documentation could solve.

Strategic Decision: Build a solution that captures unstructured clinical conversations and transforms them into structured notes, addressing a real pain point while positioning us as market leaders in Europe.

Unique Data Access

One of our most significant assets was our existing network of 130,000 clinicians across 200+ hospital systems. This represented a treasure trove of communication data—real-world clinical conversations occurring daily on the platform.

  • If we could secure Data Processing Agreements (DPAs) with Trusts, we could mine this data to identify the most valuable clinical pathways for automation and training.
  • This would allow us to pseudo-anonymize data and use it for synthetic model training, creating a feedback loop to improve our AI models.
  • Unlike our US-based competitors, we could train models on real European clinical interactions, giving us a localized advantage.

Strategic Decision: Leverage existing communication flows to build ambient listening and post-call transcription, allowing for seamless documentation without disrupting clinician workflows.

Strategic Alignment

We had three clear business goals and this product aligned perfectly with all three:

  • Increase Engagement: Clinicians could effortlessly turn conversations into clinical notes and share them, increasing their interaction with the platform due to the network effect.
  • Expand Reach: Trusts saw the value in streamlined documentation, making them more willing to convert from free to paid and historical data showed once a Trust paid for Pando and made it part of it's standard operating procedures, user acquisition increased 10 fold.
  • Capture Valuable Data: Every note created was structured, indexed, and primed for pharma real world evidence insights and specific AI-driven care pathways that we identified early on (advice & guidance and referrals between primary care and visual specialists and emergency medicine to various specialists)

Strategic Decision: Prioritize specific hands-on Trust rollouts first to validate clinical value, followed by Pharma partnerships once the structured data pipeline was proven.

Pivots and Tradeoffs

Ambient Listening Over Real-Time Transcription

  • Original Plan: Real-time transcription of audio and call conversations.
  • Pivot: Shifted to post-call transcription through ambient listening, focusing on capturing key moments after conversations concluded.
  • Why: Doctors wanted more control over what was captured, and real-time processing was cost-prohibitive.
  • Business Goal: Increase Engagement – By making it easy for doctors to capture key clinical moments without friction.
  • Result: We leveraged existing call and voice data flows already happening in Pando, creating structured notes effortlessly without user disruption.

Foundational Model First, Fine-Tuning Later

  • Original Plan: Launch with fine-tuned Llama and various Amazon Bedrock models for higher accuracy.
  • Pivot: Opted to deploy a foundational model with narrow prompting instead of fine-tuning.
  • Why: Fine-tuning required substantial investment and time; we needed to validate the concept first.
  • Business Goal: Increase Valuable Data Capture – Launch quickly, capture structured notes, and validate user demand before scaling.
  • Result: We rapidly tested the core functionality, gathered real-world data, and proved the need for structured conversation capture.

Focused Roadmap: Trusts First, Pharma Later

  • Original Plan: Parallel development targeting both Trusts and Pharma.
  • Pivot: Focused initially on Trusts, using structured notes to reduce admin time and increase adoption.
  • Why: Trusts had existing relationships with Pando, making it easier to deploy and validate the solution.
  • Business Goal: Expand Reach – Move from a free product to a paying model by solving admin challenges for Trusts.
  • Result: Demonstrated direct value to Trusts, setting the stage for future pharma monetization by capturing high-value clinical data.

Scaled-Back Prototype for Rapid Testing

  • Original Plan: Build a full-scale MVP with live MDT handoffs and automated referrals.
  • Pivot: Reduced scope to core conversational capture and post-call summaries.
  • Why: Resource constraints and the need for rapid testing to attract investors.
  • Business Goal: Increase Engagement & Valuable Data Capture – Validate the concept with the smallest shippable product.
  • Result: Shipped a prototype that investors could use directly, leading to deeper conversations around funding and rollout.

Pilot Rollout Strategy and User Control

  • Original Plan: Monetize through direct payments from Trusts after rollout.
  • Pivot: Introduced 5 free notes per user during the pilot, with Trust-level authorization required for further use.
  • Why: Reduce friction for initial adoption and demonstrate value before asking Trusts to commit.
  • Business Goal: Expand Reach – Pilot success would prove the concept and unlock larger Trust contracts.
  • Result: Created a low-risk entry for Trusts, enabling us to scale the sales process more effectively.

Consent-Driven Data Collection Strategy

  • Original Plan: Use existing data streams for model training.
  • Pivot: Shifted to a DPA-first approach—ensuring data processors could only train models with Trust consent.
  • Why: GDPR regulations made it necessary to get explicit agreements to access clinical data.
  • Business Goal: Capture Valuable Data – Create a compliant pathway to leverage conversational data for AI training and pharma insights.
  • Result: Positioned us as data-compliant and privacy-focused, giving us leverage in Trust negotiations.

Infrastructure Rebuild

  • Original Plan: Deploy the prototype across Pando's current infrastructure.
  • Pivot: Realized the legacy system couldn't handle real-time conversational AI; we paused for a complete rewrite.
  • Why: Scalability and latency issues required a stronger foundation to support AI-driven documentation.
  • Business Goal: Increase Engagement & Valuable Data Capture – Ensure the infrastructure could scale with demand.
  • Result: Though we paused full deployment, the prototype was instrumental in investment pitches and user testing to refine our vision.

Controlled Data Strategy – Pseudo-anonymization and Synthetic Generation

  • Original Plan: Leverage existing Pando communication data for model training.
  • Pivot: Opted for pseudo-anonymization and synthetic data generation to comply with Trust agreements.
  • Why: NHS Trusts are the data controllers, and we needed explicit permission to access data.
  • Business Goal: Capture Valuable Data – Build a sustainable pipeline for model training without legal exposure.
  • Result: Set the stage for ethically compliant data usage, allowing us to train models on real clinical interactions.

The Outcome

Although full deployment was paused to rebuild Pando's infrastructure, Clinical AI Notes did exactly what it was intended to:

  • Attract Investment: The prototype was used in investor demos to validate our strategic pivot and long-term potential.
  • Validate Market Demand: Direct testing with Trusts proved the value of structured conversational data.
  • Inform Future Roadmap: We mapped out what infrastructure was needed and secured commitments to continue after the rebuild.

My role was to define the vision, build the strategy, and execute with speed and precision, constantly adapting to new information while staying aligned with business goals. We weren't just building a product; we were setting the foundation to monetize clinical conversations in ways that could transform patient care and power up real-world evidence for Pharma.

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