Counsellors

Everything a counsellor needs to run a modern practice.

Digital consultation forms, treatment notes, AI summaries, reminders and client records in one platform.

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Counsellors using CliniForm
Forms completed 96% This month
Time saved 5.8 hrs Per week
Client readiness 94% Before arrival
A smoother client journey

From first consultation to clear follow-up

Give every client a professional experience before, during and after their appointment—while keeping clinical records organised behind the scenes.

  1. 01

    Before the appointment

    Forms, consent and history ready

    • Clients complete branded consultation and consent forms from their phone.
    • Medical history and presenting concerns arrive before they do.
    • Important answers are ready for you to review.
  2. 02

    During the appointment

    Treat with a clear picture

    • Potential contraindications are brought to your attention.
    • Body diagrams and session notes stay with the client record.
    • Document findings without breaking your flow.
  3. 03

    After the visit

    Follow-up without the chase

    • Send aftercare guidance and reminders automatically.
    • Keep continuity of care across every visit.
    • Personalised follow-ups without extra admin.
Popular templates:
Counselling Intake CBT Assessment Coaching Intake Hypnotherapy Consultation View all 8+ →
Old way

How most practices still work

  • First session spent on administration
  • Risk assessment notes on paper
  • Confidentiality contracts posted or scanned
  • Presenting issues poorly documented
  • No secure digital client record
CliniForm

Your modern practice platform

  • Therapy intake with risk assessment
  • Mental health history captured before session one
  • Confidentiality agreement digitally signed
  • CliniForm AI highlights risk flags
  • Secure notes and forms per client
Built specifically for Counsellors

Why Counsellors choose CliniForm

Not adapted from generic forms — designed around the way Counsellors actually work.

  • ✓Confidential intake
  • ✓Consent
  • ✓Session notes
  • ✓Care history
  • ✓Secure storage
  • ✓GDPR controls
  • ✓Follow-ups
  • ✓Client portal

Clinical intake for counsellors

Structured, secure onboarding for private and clinic practice.

Therapy / counselling intake

Presenting issues, mental health history and risk assessment.

Confidentiality agreements

Digital signatures on therapeutic contracts.

CliniForm AI screening

Risk indicators highlighted on submission.

Session notes

Secure treatment notes per client.

Automated reminders

Clients complete intake before assessment sessions.

GDPR-ready storage

Secure UK client data handling.

Templates

Ready-made forms for Counsellors

Add any template to your practice in one click — customise questions on Professional and above.

Counselling Intake Featured

Presenting issues, mental health history, risk assessment and confidentiality agreement.

★★★★★ Used by 1,322 clinics 7 min to complete
UK standard Digital signature
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CBT Assessment

Thought patterns, goals and structured CBT readiness assessment.

★★★★★ Used by 1,319 clinics 5 min to complete
UK standard Digital signature
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Coaching Intake

Life or performance coaching goals, motivation and session preferences.

★★★★★ Used by 1,661 clinics 6 min to complete
UK standard Digital signature
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Hypnotherapy Consultation

Suggestibility screening, goals and hypnotherapy consent.

★★★★★ Used by 1,994 clinics 6 min to complete
UK standard Digital signature
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Browse all 83+ templates →

Trust

Used by practices across the UK

Massage, beauty, physio, sports therapy, personal training and more — designed for real wellness workflows.

Massage Beauty Physio Sports Therapy Personal Training Nutrition Counselling Osteopathy
83+Templates
15,000+Forms completed
98%Completion rate
12,000+Signatures captured

Ready to go paperless?

Join wellbeing professionals replacing paper forms with a full practice platform — consultations, consent, notes and more.

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Free forever for up to 10 active clients. No credit card required.