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Caseload for psychotherapists
Practice management software for psychotherapists
Caseload gives psychotherapists one system for the whole arc of long-term work: enquiries, bookings, reminders, session records, consent and invoicing on a single encrypted client record, handled as UK GDPR Article 9 data on EU servers.
The friction
What psychotherapists are up against
Long-term work builds deep records: years of session notes, disclosures and correspondence that deserve better than a folder of documents.
The therapeutic frame depends on reliable scheduling, and the admin of holding that frame lands entirely on you in private practice.
Everything a client has told you is special category data under UK GDPR, and the duty to protect it does not shrink because the practice is small.
Breaks, endings and returning clients mean attendance history matters clinically, not just financially.
The fit
How Caseload fits a psychotherapist's practice
A record built for years, not sessions
Session notes, consent, attendance history, correspondence details and invoices accumulate on one structured, encrypted record per client.
The frame holds itself
Bookings, automatic SMS and email reminders and payment cleared before the calendar keep the schedule steady without weekly admin.
Attendance patterns at a glance
Missed and moved sessions are visible on the record, so a change in the pattern is something you notice, not something you reconstruct.
Article 9 from the ground up
Consent is signed and timestamped, data lives on EU servers only with bank-grade encryption, and export or erasure takes seconds, not weekends.
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 long-term psychotherapy work?
Yes. Client records in Caseload are built to accumulate: session notes, consent, attendance history and invoices stay on one structured record for as long as the work lasts, with unlimited clients and sessions included.
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