Generate the full therapist onboarding packet — not another template.

What it does

Most therapists spend 30-45 minutes per new client tweaking a generic onboarding template they've been editing since grad school. This therapist client onboarding packet generator gives you a tailored packet in one pass: welcome letter, about-the-practice with crisis line and contact protocol, informed consent calibrated to your state's mandatory reporting and Tarasoff/duty-to-warn rules, financial agreement with sliding scale or insurance handling, cancellation/no-show policy, treatment expectations, and a 7-question intake form swapped for your population (couples, adolescents, trauma, grief, substance use, LGBTQ+ affirming). It's built for licensed clinicians and pre-licensed associates working under supervision (AMFT, ACSW, APCC, LMSW-pre-LCSW) — the bundled state-mandatory-reporting.md reference handles California, New York, Texas, Florida, Washington, Illinois, Colorado, Georgia, Pennsylvania, Massachusetts with the specific statutory language each state expects, and falls back to a generic template for states not listed. The pre-licensed supervisor disclosure is automatic when you provide supervisor credentials. The 988 Suicide and Crisis Lifeline never gets omitted from the contact section, and the No Surprises Act Good Faith Estimate notice always appears for self-pay clients. The bundled specialty-intake-questions.md reference handles the modality-specific intake — couples therapy gets relationship-length, commitment scale, and the safety/DV screening question; adolescents get separate parent and teen sections with age-appropriate language; trauma-focused intake asks about prior trauma work without requiring details upfront; substance use intake asks about prior treatment and current goals (reduction vs. abstinence vs. harm reduction). The output is a print-ready HTML artifact with signature lines on Informed Consent and Financial Agreement. Have an attorney in your state review before clinical use — the post-generation notes always include this reminder.

Frequently asked