FOR IMMEDIATE RELEASE | United Kingdom | 7 October 2026

Most therapists in private practice run their admin across a diary, a form builder, a payment app and a folder of notes. Caseload, a UK-built practice management platform for therapists, puts enquiries, bookings, reminders, clinical records and payments into one system for a flat £39 a month.

Who Caseload is for

The platform is built for practitioners who run their own practice, with dedicated set-ups for each profession: practice management software for counsellors, psychotherapists, psychologists, hypnotherapists, CBT therapists and coaches.

What the platform covers

Caseload is organised into eight modules:

  • Lead Centre. Tracks new enquiries and sends automatic follow-ups.
  • Booking and scheduling. Secure client links, connected to Google Calendar and Google Meet.
  • Intake and consent. Structured questionnaires, with consent logged before the first session.
  • Automations. SMS and email reminders 24 hours and two hours before each session, plus follow-ups afterwards.
  • Session notes and outcomes. Notes encrypted with AES-256-GCM, SUDS scoring and outcome charts.
  • Invoicing and payments. Stripe payments taken at the point of booking.
  • Compliance and records. Consent logging, a tamper-evident audit trail and subject access request export.
  • Secure client messaging. An end-to-end encrypted client portal.

Fewer missed sessions

Missed appointments are lost income for a sole practitioner. Caseload's automated reminders are designed to cut non-attendance, and the company has published a guide on how to reduce missed therapy sessions.

Built around UK GDPR

Therapy records count as special category data under Article 9 of UK GDPR. 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.

For practitioners unsure of their obligations, Caseload has published plain-English guides to GDPR Article 9 for therapists and the ICO data protection fee for therapists.

One plan, one price

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. A 30-day free trial is available without a card.

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.

Visit: trycaseload.com