Keep client files in one place
Store agreements, worksheets, and supporting docs directly inside each client record.
Feature spotlight
Secure document storage built for therapy practices
Keep client files, reusable templates and signed contracts together. Upload a document without emailing it, or send it to a client when you are ready.
Keep client documents out of scattered folders
Document admin is lighter when files, signatures, and status updates live with the client record.
Before
- 1Saving agreements and worksheets across email threads and cloud folders
- 2Losing track of which forms were sent, signed, or still pending
- 3Switching between multiple tools to send and organise files
Files and signatures stay with the client record.
See document workflows in practice
A clearer way to store, share, and track important client documents.
Keep documents attached to real client context
Client records contain all the information and documents sent. From the initial agreement to the final session farewell, everything is stored in one place and allocated to the right client.
Send files without inbox chaos
Create, edit and send documents from Bloom, or upload an existing file. Track each document against the client record.
Track signatures and completion at a glance
Know what has been completed and what still needs action before the next session. Create your own contracts, send them for signature and keep the version each client signed. Collect questionnaire answers separately with client forms.
In your daily practice
Share documents confidently
Send files to clients from your workflow instead of juggling inbox threads.
Track signatures and completion
Track signed contracts and retain the wording each client agreed to when you send a newer version.
Handle sensitive data responsibly
Keep confidential files encrypted and attached to the right client record.
Why therapists switch to Bloom
- Stops document sprawl across email, desktop folders, and cloud drives.
- Makes agreement and form handling easier for both therapist and client.
- Keeps documents linked to client records.
A calmer home for your practice.
Bloom is £29 a month. Settle in, see how it feels, and if it isn’t right for you in the first 30 days, we’ll refund you in full.
30-day money-back guaranteeCancel any timeUK-based support, real humans
Get startedOr email hello@trybloom.co.uk if you’d like a hand with the move.