Booking that stays out of the way
Share a link. Clients pick a time. Reminders go out automatically. No phone tag, no back-and-forth.
- Shareable booking page
- Email and SMS reminders
- Calendar sync
HIPAA-compliant practice platform
Run your practice, .
Scheduling, payments, session notes, and client memory — one quiet platform so you can focus on the work that matters.
Stay present with every client
HIPAA Compliant
256-bit Encryption
Stripe Verified
Between sessions
How it works
Four pillars. Zero clutter.
Payments that close the loop
Collect at booking, sell packages, set up recurring billing. Invoices go out on their own.
- Stripe-powered payments
- Packages and deposits
- Automatic invoicing
Notes and agreements, signed and stored
Intake forms, consent documents, session notes — clients sign before their first session. Everything is filed automatically.
- E-signatures
- Intake and consent forms
- Session notes
HIPAA compliance, built in
Encryption at rest and in transit. Signed BAAs with every vendor. Audit logs for every action. Healthcare-grade from day one.
- 256-bit encryption
- Signed BAAs
- Audit logs
The work between sessions
Context, not busywork
CaseMix reads your session transcripts and surfaces what matters — themes, unresolved topics, and follow-up prompts — so you walk into your next session prepared.
Session summaries
Drafts your progress note from a session transcript, structured around themes, interventions, and next steps.
Client memory
Surfaces unresolved topics, recurring themes, and important details from past notes — so you walk into your next session prepared.
Suggested questions
Proposes follow-up prompts based on where the last session left off, giving you a gentle starting point.
Timeline view
Condenses months of notes into a single narrative thread. Spot patterns without re-reading every page.
session_prep.draft
Client
Jamie Morales — Session 14
Key themes from last session
- Boundary-setting with family during holiday visit
- Progress on sleep hygiene routine — reported improvement
- Revisited workplace anxiety; new coping strategies discussed
Suggested follow-up
“Last time, you mentioned the conversation with your sister felt unfinished. Would you like to pick up there?”
Having context surfaced before sessions means I spend less time reviewing old notes and more time listening. That matters to me and to my clients.
Dr. Sarah Chen — Licensed Therapist, LMFT
More built in
The rest of your stack
Custom practice website
Build a professional site in minutes. Choose a template, add your branding, publish a blog — no coding required.
Video and transcriptions
Connect Zoom or Google Meet. Meeting links are generated automatically. Transcriptions sync to client records.
Client portal
Clients book sessions, sign agreements, view invoices, and access session history — all in one secure space.
From practitioners
Trusted by therapists and coaches
“I built my practice website in 30 minutes and started getting bookings the same day. Having context surfaced before sessions means I spend less time reviewing old notes and more time listening.”
“I was paying $200 a 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
Start free. Grow at your pace.
No hidden fees, no long-term contracts. Every plan starts with a 30-day free trial.
Starter
Everything you need to launch
$19/month
- Unlimited clients
- Online booking page
- Integrated payments and invoicing
- Email and SMS reminders
- Session notes
- Client portal
- Digital agreements and e-signatures
Recommended
Professional
Context before every session
$39/month
- Everything in Starter
- Session summaries drafted from transcripts
- Client memory surfaced before each session
- Custom practice website
- Blog and content publishing
- Packages and recurring billing
- Priority support
Practice
For established practices
$79/month
- Everything in Professional
- Zoom and 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
Common questions
- Is CaseMix HIPAA compliant?
- Yes. CaseMix encrypts all data at rest and in transit, maintains signed BAAs with every service provider, enforces strict access controls, and keeps comprehensive audit logs. Your clients' PHI is protected with healthcare-grade security.
- How does the practice website work?
- Choose a template, customize colors and fonts to match your brand, add your content, and publish — no coding required. You can create multiple pages, add a blog, display testimonials, and connect 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.
- How does session prep work?
- Before each session, CaseMix surfaces relevant context from your previous notes — key themes, unresolved topics, and important details — so you can pick up where you left off without manually reviewing old notes.
- Can I accept payments through CaseMix?
- Yes. 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 that shows your availability. Clients select a service, choose a time slot, and pay if required — no 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 generated automatically and included in confirmation emails. On the Practice plan, session transcriptions sync 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 starts with a 30-day free trial — no credit card required.
The room is ready
Bring your practice home.
The calm operating system for modern practices
Join therapists and coaches who spend less time on admin and more time with their clients. Start your free trial — no credit card required.