Send digital intake forms, contracts and policy documents that new clients complete and sign online — before they ever sit down. Paperless onboarding that sets a calm, professional tone from the very first message.
The first thing a new client experiences isn’t your therapy room — it’s your paperwork. Make it calm, professional and completely paperless.
No manuals, no training day — it just works the way you do.
Pick a template, add the client’s email, and practicewize sends a secure link.
Clients fill in their details and consent from any device, at their own pace.
Signed contracts and answers save automatically, ready for session one.
Most practitioners cobble onboarding together from email attachments, printed forms and a scanner that never quite behaves. practicewize replaces all of it with one secure flow: build your intake pack once, send it in a click, and let clients complete everything online before they arrive. By the time they sit down, their details and signed contract are already in their record.
to send a full onboarding pack
This is what the experience actually looks like inside practicewize.
Intake forms, contracts and policies, all completed and signed online.
Clients sign online — no printing, scanning or posting required.
Everything’s collected and filed before the first appointment.
“Onboarding used to be a folder of printed forms. Now clients arrive having signed everything online — it sets such a calmer tone for session one.”
Intake details, therapy contracts and policy documents — all completed and signed before the first session.
No — they open a secure link and complete everything from any device, with nothing to download or install.
Straight into the client’s record, so everything’s ready and waiting for session one.
Every tool talks to every other — that’s where the magic is.
Join therapists across the UK who’ve swapped the admin scramble for one calm, beautiful platform.