Feature spotlight

Document storage built for therapy practices

Store, share, and sign important client documents without switching between scattered tools.

Bloom client agreement and document workflow

What this helps with day to day

Practical improvements you feel in your day-to-day workflow, not just a longer feature list.

Keep client files in one place

Store agreements, worksheets, and supporting docs directly inside each client record.

Share documents confidently

Send files to clients from your workflow instead of juggling inbox threads.

Track signatures and completion

Collect signed forms and know exactly which documents are outstanding.

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 your documentation process aligned with the rest of your practice data.