For therapists, counsellors and clinical practitioners
Caseload handles enquiries, booking reminders and payments while you are in session. Intake forms, consent and notes stay in the same client record.
30 days to try it. No card to start. Cancel any time.
Lead Centre
Reply with a branded message and a clear next step, even when you are with a client.
See enquiry automationFrom first hello to next session
See how the practical details move from enquiry through to rebooking, with a clear place for each step. Your clinical work stays yours.
Set it once
Six everyday tasks can happen in the background, on your terms. Each one gives you less to keep in your head between appointments.
A booking invitation goes out when a lead becomes a prospect.
If they have not booked, one follow-up is sent 48 hours after the invitation.
SMS and email reminders go out 24 hours and 2 hours before a session.
A personal follow-up with a rebooking link is sent 2 hours later.
If a client does not attend, a gentle rebooking message goes out that day.
A warm message can go to clients after a set period without a booking.
Still yours, every time
The useful things happen in the background. The relationship stays human, and clients hear from your practice, in your voice.
What comes back to you
When the small admin has a place to go, it takes up less space in your mind while you are with someone.
Appointments, payments, forms and records sit together instead of scattered across your day.
Less manual following-up means a little more of the evening belongs to you.
One place for practice admin
Booking, forms, invoices and reminders. Bring your practice admin together in one subscription.
Calendly · Scheduling
Typeform · Questionnaires
QuickBooks · Billing
Twilio · SMS and email
DocuSign · Digital signatures
Microsoft Excel · Notes and outcomes
Eight modules. One practice record.
For sensitive conversations
A private, session-scoped portal for clients who need a safer way to communicate.
Client records
Open a client record to find their intake forms, consent, appointment history and session notes. No searching across separate tools.
Protecting client information
Keep signed consent alongside the client record. Export information when a client requests it, or delete it with a record of what was removed.
Explicit consent is signed and timestamped on the client record.
A deletion is logged, with proof that the record was removed.
A complete client-record export takes about 30 seconds.
Client data is stored on EU servers.
Sensitive client records are encrypted.
Two-step verification protects account access.
A note on why Caseload exists
Caseload began inside a working UK practice. It brings enquiries, bookings, reminders, payments and client records together, so practitioners do not have to manage them in separate tools.
There is a direct line to the founder if you want help getting started or moving your practice across. It is personal support, not a gate you have to pass through.
Connections that fit your routine
Caseload supports connections to familiar services for payments, email, messaging, scheduling and practice outreach.
Getting started
One plan. Everything included.
30-day free trial · No card to start · Cancel any time
Prefer a hand getting set up?
30Book a complimentary 30-minute call. We can talk through your current tools and help move your practice over by hand.
You can start without a call. If you want help, book a free 30-minute setup call.
Optional by design. The trial is ready whenever you are.
Separate practice tools can cost around £149/month combined. Caseload is £39/month.
Questions
Caseload is built for practitioners in private practice: therapists, counsellors, psychotherapists, psychologists, hypnotherapists, CBT therapists and coaches. It was built inside a working UK practice for people who hold mental health data and other sensitive personal history.
Caseload is £39/month, with a 30-day free trial and no card required to start. There are no tiers, no add-ons and no SMS credits. Separate practice tools can cost around £149/month combined.
No. You can start a 30-day trial without a call. The optional setup call is there if you would like personal help moving your practice across.
All eight modules with nothing gated, unlimited clients and sessions, SMS and email reminders, migration done for you by hand, EU hosting with UK GDPR Article 9 compliance, and a direct line to the founder rather than a ticket queue.
Client data lives on EU servers only, encrypted at bank grade, with access protected by two-step verification. Caseload is architected for UK GDPR Article 9 special category data such as mental health information and trauma disclosures.
Yes. A complete export of a client's records takes about thirty seconds, and deleting everything held on a client is one click, with proof that it happened. Consent for sensitive data is signed and timestamped on the record.
Bookings clear payment before the session reaches the calendar, and automatic SMS and email reminders are included in the plan to reduce missed sessions.
Not seeing what you need? Send us your question.
Please don’t include client or health details in your message.
30 days free. No card needed.
UK BUILT EU HOSTED CONSENT-CENTRED
