Save space and improve organization by securely storing intake documents in one central location. You can access client information right from your laptop or phone, making it easy to take your work with you.

We use encryption to ensure that protected health information remains secure. Our HIPAA-compliant online intake forms keep private data safe, so new therapy clients feel comfortable sharing personal details.

Choose from a library of prebuilt templates in our digital client intake software for therapists or customize your own, then send forms out with a click. Whether you’re working with a group, a couple, a minor, or a family, find the documents you need at your fingertips.

Clients can fill out paperwork on their own time, ahead of your sessions. They’ll even get automatic reminders to complete their forms prior to each appointment.