Client intake
Gather background, presenting concerns and contact details before the first session.
Create and manage the forms your practice needs in a secure workspace built for therapists, without juggling PDFs and email attachments.
Collect the information you need before and between sessions.
Gather background, presenting concerns and contact details before the first session.
Use the PHQ-9 and other assessments to track symptoms over time.
Share consent, privacy and communication policies for clients to read and sign digitally.
Send quick forms between sessions to track mood, safety or homework progress.
Create customizable consent forms to share client information with schools, doctors and other providers.
Describe the form you need and get a fully drafted form in seconds, then refine it to sound like you.
Start from a template, use AI to generate a form, or build from scratch with drag and drop fields.
Almost any form you use in practice: client intake, consent and practice policies, demographic information, PHQ-9 and other screeners, assessments, session check-ins and structured progress note templates.
Record, transcribe and summarize sessions so you can stay present. Every note waits for your review.
Create or upload worksheets, complete them with clients, and save them for later.
Secure video built for therapy with kids and teens, with waiting rooms and secure chat.