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Caseload for CBT therapists
Practice management software for CBT therapists
Caseload gives CBT therapists one system for enquiries, bookings, reminders, session-by-session records and invoicing. Bookings are paid before they reach the calendar, reminders are included, and records are handled as UK GDPR Article 9 data on EU servers.
The friction
What CBT therapists are up against
CBT runs on structure: a planned number of sessions, an agenda per session and progress reviewed as you go, which multiplies the record-keeping.
Attendance matters more when the work is a structured programme; a missed week is a missed step, not just a missed fee.
Between-session contact and rescheduling generate messages that end up scattered across an inbox and a phone.
Formulations, session notes and client disclosures are special category data under UK GDPR and need to be stored accordingly.
The fit
How Caseload fits a CBT therapist's practice
Session-by-session records that keep up
Notes are structured per session on one client record, so a course of treatment reads as a course, not a pile of documents.
Attendance protected automatically
Automatic SMS and email reminders are included for every booking, and payment clears before a session reaches the calendar, which protects the structure of a planned programme.
The whole episode in one place
Intake, consent, session notes, attendance and invoices for a course of CBT sit together on the client record.
Compliance handled by architecture
Article 9 consent timestamped on the record, EU-only hosting, encryption, two-step verification, and export or deletion in seconds.
The platform
Everything included in the plan
Caseload has one plan with everything included: all eight modules with nothing gated, unlimited clients and sessions, SMS and email reminders included.
Every inbound contact is captured, graded and in motion before you finish your next session.
Clients book, confirm and pay without a single message from you. Synchronised with your calendar.
Structured intake forms, Article 9 consent and digital contracts signed and stored automatically.
Autosaving session notes with wellbeing scores, encrypted at rest and structured chronologically.
SMS and email session reminders, post-session follow-ups and missed session recovery included.
Paid at booking or invoiced after. Track outstanding amounts without managing a spreadsheet.
Compliance
Built for the data you actually hold
Your notes hold sensitive personal history. The duty to protect special category data doesn't shrink because the practice is small. Caseload handles compliance by architecture, not as an afterthought.
Data Protection & UK GDPR
- Consent for sensitive data (Article 9) Timestamped on record
- Where client data lives EU servers only
- How records are stored Bank-grade encryption
- "Delete everything you hold on me" One-click erasure with proof
- Right of access requests 30-second complete export
One plan. Everything in it.
Founding cohort pricing is agreed on your thirty-minute demo call and locked from day one. Whatever you join at is what you stay at.
- All modules, nothing gated
- Unlimited clients and sessions
- SMS and email reminders included
- Migration done for you, by hand
- EU hosting and Article 9 compliance
- Direct line to the founder
Questions
Frequently asked questions
Is Caseload suitable for structured CBT programmes?
Yes. Session-by-session notes, attendance history and invoices sit on one client record, and automatic reminders with payment taken at booking help protect the structure of a planned course of sessions.
Do SMS reminders cost extra?
No. SMS and email reminders are included in the single plan with no credits to buy or count.
How does Caseload pricing work?
Caseload has one plan with everything included: no tiers, no add-ons, no SMS credits. Founding cohort pricing is agreed on a thirty-minute demo call and locked for as long as you stay.
Where is client data stored?
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 personal disclosures.
See Caseload for your practice
Built inside a working UK practice, now onboarding the founding cohort.
Book a thirty-minute demoCaseload for other practices