Forms built for your practice, not enterprises
Every feature solo therapists need to create compliant intake forms in minutes, not hours
Form Generation
AI-powered intake drafting
Describe your ideal client or presenting concern and our AI generates a complete intake form draft, ready for your review and customization.
Specialty-specific templates
Pre-built templates tailored for LCSW, LMFT, LPC, and PsyD contexts—including presenting problem inventories, trauma screens, and informed consent structures.
Custom question builder
Add, remove, or reorder questions with a drag-and-drop editor. Include branching logic to adapt forms based on client responses.
Multi-format export
Export completed forms as PDF, DOCX, or directly to your practice management system. No formatting headaches.
Version history
Every save creates a timestamped version. Restore previous drafts instantly if a client situation requires revisiting your form structure.
Compliance & Liability
Disclaimer framework
Every generated form includes a standardized drafting-assistance disclaimer aligned with liability protections. No guessing about proper language.
Referral pathways
Built-in prompts guide clients toward crisis resources and appropriate referrals when responses suggest elevated risk or beyond-scope concerns.
HIPAA-aware language
Consent sections and data handling disclosures match current regulatory expectations. Helps you meet documentation standards without a legal team.
State-specific disclosures
Add jurisdiction-required notices based on your practice location. Covers mandatory reporting thresholds, telehealth consent, and minor confidentiality terms.
Audit trail documentation
Timestamped form versions and completion records serve as evidence of your intake process. Defense-ready documentation without the overhead.
Client Intake Workflow
Secure client portal
Send clients a link to complete their intake form online. Responses are encrypted in transit and at rest—no email attachments to manage.
Appointment integration
Sync intake completion with your calendar. New clients receive their form link automatically when an initial session is scheduled.
Threshold alerts
Flag responses that meet your custom criteria—risk indicators, billing concerns, or coverage questions—for review before the session begins.
Completion reminders
Automated check-ins nudge clients who haven't finished their intake. Set your own timing and messaging preferences.
Practice Efficiency
Client intake dashboard
See all pending, in-progress, and completed intake forms in one view. Filter by date, status, or therapist if your practice has multiple providers.
Library reuse
Save any form as a reusable template. Launch new client intakes in under 60 seconds from your saved library.
Billing code mapping
Attach relevant CPT codes and diagnostic considerations to specific intake sections. Streamlines your documentation for claims submission.
Time savings tracker
Estimated hours saved based on your intake volume. Built for practice owners evaluating ROI on administrative tooling.