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
Store, share, and sign important client documents without switching between scattered tools or needing to find the 4th edited PDF file.
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
You stay focused on care. Bloom keeps the paperwork organised.
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
Share documents diretly from your practice management system here in Bloom. Create, edit, and send files directly using our rich text editor, and keep track of important client paperwork without juggling email threads or separate file-sharing tools.
Track signatures and completion at a glance
Know what has been completed and what still needs action before the next session. Bloom includes e-signature functionality so clients can sign agreements and forms securely online, without the need for any other programs or subscriptions.
What this helps with day to day
Practical improvements you feel in your day-to-day workflow, not just a longer feature list.
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.
Still weighing it up?
Try Bloom for 30 days. If it’s not for you, we’ll refund every penny - no forms, no questions, no awkward exit interview.
30-day money-back guaranteeLive in under an hourUK-based support, real humans
Get startedOr email hello@trybloom.co.uk if you’d like a hand with the move.