Therapy forms that work on your timeline - not the other way around.
Some therapists send intake forms before a first session. Some gather information through early conversations and formalize it later. Some use forms at specific points in the therapeutic relationship - assessments, check-ins, consent updates. Kindred Practice supports all of it. The forms system is yours to use how and when your clinical approach calls for it.
Forms that serve the clinical relationship - whenever that moment arrives.
There are two things a good forms system needs to do. The first is practical: collect, store, and organize information in a way that's secure, accurate, and accessible when you need it. The second is relational: work in a way that feels consistent with how you practice - not impose a rigid process that sits awkwardly alongside your clinical approach.
Kindred Practice is built to do both. The forms your clients complete are fully customizable - designed to reflect your therapeutic approach and ask what actually matters for your work. You control when they're sent, what triggers them, and how they fit into your workflow. And everything a client submits flows directly into their profile, so the information is there when you need it, without manual transfer or extra steps.
Everything a flexible forms system requires
Custom form builder
Design forms from scratch using a drag-and-drop builder - no technical skills required. Every field, every question, every section is yours to configure. You're not adapting to a template; the template adapts to you.
Pre-built form library
A library of standard forms to start from - consent forms, presenting concern questionnaires, session history forms, release of information, and more. Use them as-is or customize them fully.
Flexible delivery - you control the timing
Send forms automatically on booking, before a session, after a session, at a specific point in treatment, or manually at any moment. Forms go out when your clinical approach calls for them - not on a fixed schedule the system imposes.
Conditional logic
Forms adjust dynamically based on how a client responds - reducing unnecessary questions and making the process feel considered rather than generic. A client who answers one way sees different follow-up questions than a client who answers another way.
Secure online completion
Clients complete forms through the secure client portal from any device - phone, tablet, or computer. No printing, no scanning, nothing to chase at the start of a session.
Automated reminders
If a form hasn't been completed, the system follows up automatically on a schedule you define. You don't have to track who's responded and who hasn't.
Direct integration with client profiles
Everything a client submits flows directly into their profile in Kindred Practice - no manual data entry, no transfer errors. The information is there when you open the file, whenever that is.
Clinical assessment tools
Create outcome-based assessments and symptom tracking forms that can be used at any point in the therapeutic relationship. Ongoing measurement, structured check-ins, or end-of-therapy reviews, whenever they fit your approach.
Consent and privacy documentation
Informed consent, privacy policy acknowledgment, and other required documentation are handled within the same forms system. Clients sign digitally; records are stored securely and are accessible when needed.
Version history and sign-off
Track edits, collect digital signatures, and finalize with full transparency. Audit-ready records for every form, always accessible.
Progress tracking
See which clients have completed which forms and which haven't - at a glance. Follow up where needed without losing track of where each person is in the process.
Secure file upload
Clients can submit documents directly through the portal - previous records, referral letters, or anything else relevant to their care. Stored securely within the platform.
Information that becomes part of how Paige holds your clients.
However and whenever you collect information about a client, it flows into the clinical picture that Paige holds. A presenting concern questionnaire completed before a first session, a mid-treatment assessment completed six months in, a consent update - all of it becomes part of what Paige knows and can surface when it's relevant.
This means forms aren't a separate administrative layer sitting alongside the clinical work. They're part of the continuity of care that Kindred Practice carries - available to Paige when she's preparing a pre-session brief, available to you when you're reviewing a client's history, and never requiring you to go looking for information you already gathered.
Paige is Kindred Practice's built-in AI assistant, present throughout the platform.
Frequently asked questions
That's entirely your call - and Kindred Practice supports whatever approach fits your practice. Some therapists send forms before a first session so they arrive already holding context. Some gather information through early conversations and use forms to formalize it afterwards. Some use forms at specific points in the therapeutic relationship. The system works on your timeline, not a fixed one.
Yes - fully. The drag-and-drop builder lets you design forms from scratch with any fields, sections, and questions your practice requires. You can also start from the pre-built library and customize from there.
Clients receive a secure link to complete their forms through the Kindred Practice client portal - from any device, at their own pace. No printing, no scanning, nothing to bring to the appointment.
Yes. Conditional logic allows forms to adjust dynamically based on how a client answers - so they only see questions that are relevant to their responses. The process feels considered rather than generic.
Everything flows directly into the client's profile in Kindred Practice. No manual data entry, no transfer between systems. The information is there when you open the file, however much later that might be.
Yes. The forms system supports clinical assessments, symptom tracking, and structured check-ins at any point in the therapeutic relationship. Intake is one use case, not the only one.
Yes. Informed consent, privacy policy acknowledgment, and other required documentation are included in the forms system. Clients sign digitally, and records are stored securely within the platform.
Yes. All forms and submitted data are encrypted in transit and at rest. The system is built to support PHIPA requirements in Canada and HIPAA requirements in the US.
Forms that fit your practice - not the other way around.
Try Kindred Practice free for 14 days and see what a forms system looks like when it's built around how you actually work.
You deserve a platform that works as hard as you do.
Kindred Practice is built for the human doing the work - not just the practice they're running. Try it free for 14 days, or talk to us first. Either way, we're glad you're here. ✦ 14-day free trial · ✦ No setup fees · ✦ No long-term contracts · ✦ Responsive support