Tasks and reminders
Keep follow-up, overdue items, and reminders visible without a separate task app.
Features
Everything you need for daily client work
Therkeep brings your schedule, records, notes, forms, billing, tasks, and client sharing together in one place so you can run a solo practice more easily.
Feature 1
Scheduling
See your day, manage appointments, recurring sessions, and the work that needs attention next.
- Day view, tasks, and upcoming appointments
- Recurring sessions
- A clearer view of what needs attention next
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Feature 2
Client records
Keep important client details, history, and documents easy to find.
- Records linked to sessions
- Clear history and documents
- Less switching between tools
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Feature 3
Notes and records
Write session notes and keep documentation organized in the same place.
- Notes right after sessions
- Structured records
- Extra care for sensitive information
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Feature 4
Billing and invoices
Track invoices, payments, expenses, credits, and packages without extra admin tools.
- Invoices, payments, and expenses
- Client billing context
- Credits, packages, and less manual follow-up
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Feature 5
Forms and consents
Send forms, collect replies, and keep documents with the right client.
- Send and collect forms
- Responses saved in the right place
- Less chasing emails and PDFs
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Feature 6
Client portal
Share selected information with clients without opening your private workspace.
- Simple client access
- Separate from therapist space
- Clear boundaries
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Feature 7
Mobile experience
Use the same Therkeep experience on mobile, tablet, and web.
- Write notes after sessions
- Check your day on the go
- Keep admin moving anywhere
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Feature 8
AI writing tools
Use optional AI help to make writing faster and clearer.
- You stay in control
- Writing help only
- Use it when you need it
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Also included
More tools that keep daily work moving
The core workflows above do most of the heavy lifting. Therkeep also includes the smaller day-to-day tools that save time when you work on your own.
Expense tracking
Log practice expenses alongside billing so money admin stays in one place.
Packages and credits
Track prepaid sessions, credit balances, and what clients still have available.
Documents and uploads
Keep forms, files, and other client documents attached to the right record.
Quick daily overview
See what is due today, what is overdue, and what needs your attention next.
Small admin tools
Use practical extras for the small tasks that would otherwise fall back into email, notes, or spreadsheets.