Don't worry about spending hours creating forms. I've already done that for you!

This is not your "typical" packet of paperwork. I want to help you make all your documentation meaningful and that starts with personalizing your forms. So not only have I included the essential forms for your counseling practice... I've also included a worksheet with each form so you can identify what you may need to modify. And because that may be overwhelming for some, I also provide you with video direction on how to modify your forms easily and quickly.

My goal is to make this a task you can complete in just an hour or two. 

Sign up, download the forms, go through the worksheets or watch the videos and make the necessary revisions so your forms are personalized and ready to go!

Here is everything you get when you purchase the Perfect Paperwork Packet:

  • Essential forms for private practice (see complete list below)

  • Worksheets for each form, helping you personalize the form easily and quickly

  • Video instruction on personalizing the main forms (Services Agreement, BioPsychoSocial Assessment, Treatment Plans, Notes Templates)

  • Script for reviewing paperwork with clients in session (so you can make the conversation meaningful)

  • Quarterly updates and revisions with new forms available as needs arise

And more specifically, here is each form included...

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Services Agreement (Consent for Services)

This form includes ALL of the following, a complete agreement to cover your practice policies:

  • Benefits and potential drawbacks of therapy

  • Limits to confidentiality

  • Insurance statement

  • Fee statement

  • Credit card authorization

  • Cancellation policy

  • Communication policy

  • Social media policy

  • Court policy (courtesy of

  • Review and access to records

It also includes three add-ons for specialty services:

  • Consent form for working with children and/or adolescents

  • Consent form for providing psychological testing

  • Consent form for providing telehealth services

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Intake Assessment

This form includes sections such as contact information, reason for seeking treatment, education and work history, family history, medical history, substance use history, hobbies and coping skills, and more.

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Consent to Release Information

A basic form you can have clients complete when they request releases of records, want collateral involvement in treatment, or when consultation with other professionals is recommended.

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Treatment Plan Templates (6 total)

Choose from a variety of templates, or mix and match based on your preferences. Four general templates with different formats and wording, one template for use with couples and one template specific to working with children.

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Notes Templates (5 total)

If you use paper forms rather than an electronic health record, you can use these templates right away. Simply download, print and start writing! If you prefer to type rather than handwrite, simply download the template and save to your computer for use whenever you need it. And if you do have an electronic health record that allows you to personalize note templates, simply upload or copy and paste.

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Treatment Summary

This is a sample letter you can use when clients request something that documents their history in treatment. I have provided some direction regarding how much or how little to include, so you never do harm to your clients when releasing information.

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Discharge Summary

This form is an optional form some counselors like to use in order to capture a summary of treatment when terminating clients or when destroying records (so you can save basic contact information without needing to keep the entire thing... once the legal mandate for keeping the entire record has passed). 


Each form is available in both Word and Pages format... that's right! I've even got you Mac users covered so you don't have to worry about funky formatting issues either way. 

These are not just your forms for intake, but for the entire time your client is with you. 


I also have some bonuses for you, available immediately when you purchase: 

Therapy Interventions List

Note Writing Prompts

Webinar recording of 10 Steps to Rock Solid Documentation


The beauty of having all your forms housed in this membership area is that you can come back and download a new form at any time. No need to waste time until you need it. 

Aaaaaannnnnnddddd... I plan to add on more forms regularly so you have all your needs met but don't get overwhelmed right away. Things change and I want to make sure that just because you purchase the packet today, you're not left out in the cold if I add updates 2, 5 or 10 years from now!


Sign up and get access to everything immediately!



Disclaimer: It is impossible to create a form that meets every state requirement for every mental health license! That is why I guide you in what to adjust with each form.

Purchasing and using this paperwork packet does NOT guarantee that you meet all your legal and ethical requirements as a mental health professional. You should consult your state/province's laws as well as your profession's ethical guidelines related to informed consent and any other applicable areas. If you are a HIPAA-covered entity in the United States, you should also consult any applicable HIPAA guidelines. You may want to consider having an attorney review your finalized forms for the above concerns prior to use with clients.

Click here to read the terms of service.