Document Management & Templates
Built-in templates, digital signatures, encrypted delivery.
- Built-in document templates
- Digital signature & checkbox
- Encrypted document delivery
- PDF generation & download
Benefits
Why choose this feature?
10 Built-in Templates
GDPR privacy notice, therapy contract, confidentiality agreement, parental consent, couples therapy, group therapy, online therapy, supervision, cancellation policy — ready to use, fully customizable.
Digital Signatures
Clients can accept documents with digital signatures or checkboxes — legally valid, secure, directly from email.
Dynamic Variables
11 automatic variables (therapist name, client name, email, phone, session price, duration, etc.) — documents always fill with current data.
Full Lifecycle Management
Send, view, accept, expire, revoke — every document status is trackable with a detailed audit log.
Use Cases
How do colleagues use it?
Preparing for First Session
Send the therapy contract and GDPR consent before the first session — the client receives it by email and accepts with a digital signature.
Creating Custom Templates
Create a custom document with the rich text editor, add dynamic variables, and save as a reusable template.
GDPR Consent Management
Track client consents, manage expirations, and handle revocations — with full GDPR compliance and auditability.
Start For Free, Today
Join 500+ therapists who have already discovered more efficient practice management. 14-day free trial, no commitment.
Start Free Trial