A secure home for the work between you.
Your client portal is more than a login screen. It's where clients see upcoming sessions, complete assessments, message you securely, pay invoices, and stay engaged with the work — all in your branding.
Engagement-first
Clients see their next session, current activities, and progress — keeping treatment top-of-mind between visits.
Secure messaging
End-to-end encrypted, HIPAA-compliant messaging built in — no more SMS workarounds.
Everything in one place
Sessions, assessments, invoices, documents — all in a single portal, no scattered tools.
Every detail, designed for therapy.
Every capability inside this feature, ready to fold into your practice from day one.
Upcoming sessions
Always-visible 'next session' card with join link, calendar add, and reschedule access.
Assigned activities
Activities you assign show up as tasks with due dates and completion tracking.
Secure messaging
Encrypted messaging that's HIPAA-compliant — no more boundary-blurring text messages.
Assessments + intake
Forms sent from your practice appear here for completion, with auto-reminders.
Invoices + payments
View open invoices, pay them, see history. Cards on file with Stripe-grade security.
Shared documents
Resources, handouts, audio meditations — share anything from your library to specific clients.
Three steps from sign-up to value.
Invite the client
From the client's chart, send a portal invite. They get an email, set a password, they're in.
Client signs in
Web on any device. They see their next session, current activities, and unread messages from you.
Stay engaged
Between sessions, the portal keeps the work alive — assessments, activities, secure messages, progress.
See it inside the product.
Every feature folds into the calendar you already check, the client chart you already open, the inbox you already manage. No new tab to remember.
A practice-branded home.
Your logo, your colors, your URL. The portal feels like an extension of your practice — not a third-party tool clients have to remember.
- Custom branding: logo, primary color, sub-domain
- Works on web today; on the dedicated client app where available
- Secure document upload — clients send insurance cards, ID, signed forms
- Read receipts on messaging so you know when something landed
