Home › For your practice › Psychologists
Caseload for psychologists
Practice management software for psychologists
Caseload gives psychologists in private practice one system for referrals and enquiries, paid bookings, reminders, structured client records and invoicing, with UK GDPR Article 9 compliance built into how records are stored on EU servers.
The friction
What psychologists are up against
Private work sits alongside reports, assessments and correspondence, and the record-keeping standard you hold yourself to is higher than a notes app can support.
Enquiries and referrals need triage, intake and consent before clinical work starts, and each step is admin that competes with client hours.
The data you hold spans clinical history, disclosures and sometimes third-party information, all of it special category data under UK GDPR.
Invoicing clients, and keeping track of what has been paid, is its own weekly task in a busy diary.
The fit
How Caseload fits a psychologist's practice
Structured records, not scattered documents
Client information, consent, session notes and invoices are structured on one encrypted record, so the file reflects the standard of the work.
Intake before the first appointment
Enquiry handling and intake collect what you need up front, and consent for sensitive data is signed and timestamped on the record.
Invoicing inside the same system
Invoices live with the client record, and payment clears before a booking reaches the calendar, so sessions are paid before they happen.
Defensible data handling
EU-only hosting, bank-grade encryption, two-step verification, thirty-second export and one-click deletion with proof cover the requests you are most likely to receive.
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 psychologists in private practice?
Yes. Caseload covers the private-practice side of the work: enquiries, intake, consent, bookings, reminders, structured session records and invoicing, handled as UK GDPR Article 9 data.
What happens to my existing client records?
Migration is done for you, by hand, as part of the plan. Your existing client records, notes and contact details are moved into Caseload so you start with a complete history rather than an empty system.
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