Caseload, a UK-built practice management platform, is offering therapists and coaches in private practice one system to handle enquiries, bookings, reminders, clinical records and payments. The software is available now at https://trycaseload.com/ for a flat £39 a month, with a 30-day free trial that does not require a card.
The platform is aimed at counsellors, psychotherapists, psychologists, hypnotherapists, CBT therapists and coaches who run their own practices and currently manage administration across several separate tools.
Caseload is organised into eight modules. A Lead Centre tracks new enquiries and sends automatic follow-ups. Booking and scheduling uses secure client links and connects with Google Calendar and Google Meet. Intake and consent forms collect structured questionnaires and log consent before the first session.
Automated SMS and email reminders go out 24 hours and two hours before each appointment, with follow-up messages afterwards. The company has published a guide to cutting non-attendance at https://trycaseload.com/guides/reduce-missed-therapy-sessions/.
Session notes are encrypted using AES-256-GCM, and practitioners can record SUDS scores and chart client outcomes over time. Invoicing and payments run through Stripe, so clients can pay at the point of booking. A secure portal provides end-to-end encrypted messaging between practitioner and client.
Data protection is central to the product. Therapy records count as special category data under Article 9 of UK GDPR, and Caseload logs consent, keeps a tamper-evident audit trail and can export a subject access request in around 30 seconds, according to the company. Data is hosted on EU servers. Caseload's guide to Article 9 for therapists is at https://trycaseload.com/guides/gdpr-article-9-for-therapists/, alongside a guide to the ICO data protection fee at https://trycaseload.com/guides/ico-data-protection-fee-for-therapists/.
Pricing is a single plan. The £39 monthly fee includes every feature, unlimited clients and unlimited sessions, with no add-ons and no SMS credits to buy.
Dedicated pages set out how the software applies to each profession, including counsellors (https://trycaseload.com/for/counsellors/), psychotherapists (https://trycaseload.com/for/psychotherapists/), hypnotherapists (https://trycaseload.com/for/hypnotherapists/) and coaches (https://trycaseload.com/for/coaches/).
About Caseload: Caseload is practice management software built in the UK for mental health practitioners and coaches in private practice. It brings enquiry handling, scheduling, intake, reminders, encrypted session notes, invoicing, compliance records and client messaging into one platform. More information is available at https://trycaseload.com/.