Compliance workflow SaaS for therapists

Client intake, secured from first form.

TheraVault helps small therapy practices collect intake details, track consent, generate consistent records, and store sensitive documents without relying on paper or generic form tools.

Built for practices of 1–10 people. No dedicated IT team required.

Consent status: complete

Signed record ready to file

Our operating promises

Practical by design.

Focused

Intake, consent, PDFs, and storage—without an overloaded practice suite.

Transparent

Clear monthly plans and plain-language product guidance.

Responsible

We support better workflows without pretending software replaces compliance counsel.

One connected workflow

From client invitation to a record you can retrieve.

Replace fragmented handoffs with a deliberate sequence your whole practice can follow.

01

Build intake around your practice

Create polished client intake and consent forms without stitching together generic form tools. Reuse approved language, require signatures, and collect only what your workflow needs.

02

Turn every submission into a clear record

TheraVault generates consistent PDFs and keeps consent status attached to the client record, so your team can see what was signed and when.

03

Keep sensitive documents in one secure vault

Move away from paper folders, inbox attachments, and scattered drives. Give authorized staff one place to retrieve intake records and track outstanding forms.

Designed for a lean team

Know what needs attention before the first session.

A shared status view helps staff spot unsigned consents and incomplete intake without searching through email threads or filing cabinets.

Required-field checks
Timestamped consent records
Permission-aware access

Practice-sized pricing

Choose the room your team needs.

Monthly billing. Start with a 14-day trial. TheraVault is workflow software, not legal advice or a standalone guarantee of HIPAA compliance.

Solo

For independent therapists replacing paper intake.

$99/month

  • 1 practitioner seat
  • Unlimited form templates
  • Consent tracking
  • Generated PDF records
  • Secure document storage
Start 14-day trial
Best for small practices

Practice

For small teams that share intake operations.

$199/month

  • Up to 5 practitioner seats
  • Everything in Solo
  • Shared practice templates
  • Staff roles and permissions
  • Priority email support
Start 14-day trial

Group

For established practices with more coordination.

$299/month

  • Up to 10 practitioner seats
  • Everything in Practice
  • Multiple intake workflows
  • Central consent overview
  • Guided onboarding
Start 14-day trial

Questions before switching?

Clear answers for careful practices.

Give intake the same care as therapy.

Bring forms, consent records, and client documents into one focused workflow your small practice can manage.