Making shared notes work

Two people writing in one document can go wrong quickly. Here is how to keep it good.

Agree who writes what

Most Ally pairs settle into: mentor writes headings and next-steps, client writes reactions and questions. Both edit either side, but the default owner is clear.

Write during the session, not after

Notes written after the call become homework. Notes written during the call are part of the conversation. Ally uses live-cursor presence so you can see each other type.

Use the private column for the rest

The awkward observations, the maybe-not-yet, the "I'll bring this up next time" — those belong in the private column, not the shared one.

See the shared notes vs private journals essay for the why.