Effortless Scheduling
Share your booking link. Clients pick a time that works. No back-and-forth emails or phone tag.
CaseMix
Practice Management for Therapists & Coaches
Run your practice,
not your software.
Stay present with every client
HIPAA Compliant
256-bit Encryption
Stripe Verified
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Built for Focus
Everything you need to run your practice
From booking to billing to session notes—one simple platform that lets you focus on what matters: your clients.
Custom Practice Website
Build a professional website in minutes. Choose from beautiful templates, add your branding, and publish a blog—no coding required.
Digital Agreements & E-Signatures
Create intake forms, consent documents, and contracts. Clients sign electronically before their first session—fully HIPAA compliant.
AI-Powered Session Prep
Before each session, AI surfaces key context from past notes—themes, unresolved topics, and important details—so you can stay fully present.
Integrated Payments
Accept credit cards, collect deposits, sell packages, and set up recurring billing. Automatic invoicing powered by Stripe.
HIPAA Compliant
Enterprise-grade security with encryption at rest and in transit. Signed BAAs with all vendors. Built for healthcare from day one.
Video & Transcriptions
Connect Zoom or Google Meet. Auto-generate meeting links and sync session transcriptions directly to client records.
Client Portal
Give clients their own secure space to book sessions, sign agreements, view invoices, and access session history.
Trusted by Professionals
Loved by therapists and coaches
“I built my practice website in 30 minutes and started getting bookings the same day. The AI prep before sessions is a game-changer—I feel so much more prepared.”
“I was paying $200/month for separate scheduling, payments, and website tools. CaseMix replaced all of them. My admin time dropped by half.”
“The digital agreements feature streamlined my intake process completely. Clients sign everything before their first session, and I never chase paperwork anymore.”
Simple Pricing
Choose your plan
Start free and upgrade as your practice grows. No hidden fees, no long-term contracts.
Starter
Everything you need to launch
$19/month
- Unlimited clients
- Online booking page
- Integrated payments & invoicing
- Email & SMS reminders
- Session notes
- Client portal
- Digital agreements & e-signatures
Most Popular
Professional
AI-powered practice growth
$39/month
- Everything in Starter
- AI session summaries & insights
- Client memory before each session
- Custom practice website
- Blog & content publishing
- Packages & recurring billing
- Priority support
Practice
For established practices
$79/month
- Everything in Professional
- Zoom & Google Meet transcriptions
- Multi-client sessions (couples, families)
- Custom domain for website
- Remove CaseMix branding
- Advanced analytics
- Dedicated onboarding
All plans include a 30-day free trial. No credit card required.
FAQ
Frequently asked questions
- Is CaseMix HIPAA compliant?
- Yes. CaseMix is built with HIPAA compliance at its core. We encrypt all data at rest and in transit, maintain signed BAAs with all our service providers, implement strict access controls, and maintain comprehensive audit logs. Your clients' PHI is protected with enterprise-grade security.
- How does the practice website work?
- Choose from professionally designed templates, customize colors and fonts to match your brand, add your content, and publish—all without touching code. You can create multiple pages, add a blog, display testimonials, and connect it directly to your booking system. Available on Professional and Practice plans.
- What are digital agreements?
- Create intake forms, informed consent documents, cancellation policies, and any other paperwork your practice needs. Clients receive documents via email or through their portal, review and sign electronically, and everything is stored securely in their record. Fully HIPAA compliant with audit trails.
- How does the AI session prep work?
- Before each session, CaseMix automatically surfaces relevant context from your previous notes. It identifies key themes, unresolved topics, and important details—helping you pick up exactly where you left off without manually reviewing old notes.
- Can I accept payments through CaseMix?
- Absolutely. CaseMix integrates with Stripe to process credit card payments securely. You can collect payments at booking, require deposits, sell session packages, and set up recurring billing. Funds are deposited directly to your bank account.
- How do clients book sessions?
- You get a personalized booking page (like casemix.io/yourname) that shows your availability. Clients select a service, choose a time slot, and pay if required—all without any back-and-forth. They receive automatic confirmation and reminder emails.
- What video platforms do you integrate with?
- CaseMix integrates with Zoom and Google Meet. When clients book, meeting links are automatically generated and included in confirmation emails. On the Practice plan, we also sync meeting transcriptions directly to client records.
- Is there a contract or commitment?
- No long-term contracts. CaseMix is billed monthly and you can cancel anytime. Every plan includes a 30-day free trial so you can try all features risk-free—no credit card required to start.
Ready to simplify your practice?
Join hundreds of therapists and coaches who save hours each week with CaseMix. Start your free trial today—no credit card required.