Personal stories in email
Intake answers about history, medication and family sit in your inbox, and theirs, long after they’re needed.
Client portal for therapists and counselors
A gentler start to therapy, and less paperwork for you
Portalstack gives private practices one quiet, private place for intake forms, consent and agreements, resources between sessions and invoices. Clients sign in without a password, and their information stays out of email.
14-day free trial · No credit card · Clients are always free
Reaching out for help takes courage.The admin that follows shouldn’t add to the weight.
Paper before the first session
Clients print, sign and scan consent forms, or fill them in hurriedly in the waiting room.
Evenings lost to admin
Resending worksheets, chasing unsigned agreements and reconciling session payments after your last client leaves.
Your practice, start to finish
Everything around the session, in one private place
Portalstack takes care of the paperwork and the follow-up, so the time you spend with clients goes to the work itself.
Intake that feels considered, not clinical
Send a welcoming intake form with only the questions that apply. Conditional logic skips what isn’t relevant, and tooltips explain why you’re asking.
- Assign intake automatically to every new client
- Answer-once fields carry details across forms
- Pre-fill what you already know
Consent and therapy agreements, signed online
Upload your therapy agreement or cancellation policy as a PDF and add signature fields, or use an accept-terms block inside your intake form for informed consent.
- Clients sign by typing, drawing or uploading a signature
- Signing certificate with time and IP address
- Gentle automatic reminders
Resources clients can return to
Build a knowledge hub of worksheets, breathing exercises, reading lists and crisis contacts. Share it with every client, or add pieces for one person.
- Articles, checklists and embedded videos
- Share files privately in each client’s folder
- Notify a client when something new is added
Session fees, settled quietly
Send invoices for sessions or packages through your own Stripe account. Clients pay by card in the portal, without a payment conversation in the room.
- Weekly or monthly recurring invoices
- Saved cards and an invoice history
- Automatic payment reminders
Designed with care
Small details that make a difference to clients
No password to remember
Clients sign in with a one-time code by SMS or email. Nothing to install, nothing to forget.
Your practice, not ours
Your logo, your colors and a welcome page in your words, with a calming image on the login screen.
Booking in the portal
Embed your Calendly page so clients can book or move a session from the same place they find everything else.
A clear list of next steps
Each client sees exactly what’s waiting: a form, an agreement, an invoice. Nothing more.
You decide what they see
Turn portal sections on or off and choose which files are visible, so the portal stays simple and focused.
Emails in your own voice
Edit every message clients receive, from the welcome note to a reminder, so it sounds like you.
Privacy
Their story stays between you and them
Moving intake and agreements out of email means fewer copies of personal information in fewer places. Clients see only their own portal, and you control who on your team has access.
- Connections encrypted in transit with TLS
- Files stored privately on Amazon Web Services
- Two-factor authentication for you and your team
- Activity log of what was opened and when
Other practices
Portalstack for other professions
FAQ
Questions therapists ask
Is Portalstack a clinical records system?
No. Portalstack handles the paperwork and communication around therapy: intake, consent, agreements, resources and invoices. Keep your session notes in the system you use for them today.
Will clients find it easy to use?
We hope so. There’s no app and no password. Clients enter their email or mobile number, type the code they receive and land on a welcome page you’ve written.
Can couples or families share a portal?
You can add several people to one client account, so both partners see the same agreement and resources. If each person needs a private space, set them up as separate clients.
Can I share worksheets with every client at once?
Yes. Build a knowledge hub from templates or from scratch and make it available to all clients, or add resources to one client’s portal.
What does it cost for a solo practice?
Clients are always free. The Free plan includes 5 client portals, Pro is US$29 a month per team member, and invoicing is on Premium at US$39. Every plan starts with a 14-day trial.
Get started
Make the first step easier for your next client
Add your practice’s branding, set up your intake form and invite a test client to see it for yourself.
Start free trial14-day free trial · No credit card · Clients are always free