Collect client information securely, assess fit, and prepare for meaningful first sessions.
Whether you're a psychologist, counselor, marriage therapist, or mental health practitioner, HeyIntake helps you gather essential intake information while maintaining client confidentiality.
Effective therapy begins with understanding. The more you know before the first session, the more therapeutic that first session can be.
Traditional therapy intake wastes precious clinical time. You spend half the first session collecting basic information — medication lists, family history, previous treatment. Meanwhile, the client is anxious and the therapeutic rapport you could be building takes a backseat to paperwork.
HeyIntake transforms this process. Clients provide comprehensive intake information before they walk in the door. Our AI helps organize this information, highlighting key themes and potential areas of focus — while you maintain full clinical judgment and control.
For psychologists, counselors, marriage and family therapists, and mental health practitioners, this means more productive first sessions, better therapeutic fit assessment, and more time for what matters: helping clients heal and grow.
Sound familiar? HeyIntake solves these problems automatically.
Starting therapy without a complete picture of the client's background, previous treatment, or current concerns.
Using valuable session time to collect basic information instead of building rapport.
Discovering mid-session that the client's needs fall outside your area of expertise.
Not having crisis contacts or safety information when you need it most.
Scrambling to verify coverage and collect payment information before sessions.
Losing track of prospective clients when your schedule is full.
Customize these or create your own — HeyIntake's drag-and-drop builder makes it easy.
HeyIntake's AI helps you organize client information, identify key themes, and prepare for more effective first sessions — while you maintain full clinical judgment.
Anxiety & Work Stress • New to Therapy • Evening Availability
"Clear presenting concern (work-related anxiety), no previous therapy, motivated to start, insurance verified, evening availability matches openings. Good fit for initial assessment."
From inquiry to prepared first session in three simple steps
Prospective clients complete your secure intake form with background and presenting concerns.
Our AI helps organize intake data and highlight key themes — you maintain full clinical judgment.
Start first sessions with context, so you can focus on connection and therapeutic work.
Collect sensitive client information through secure forms before the first session.
Review organized client information so you can focus on connection, not paperwork.
Understand client needs and concerns before committing to an ongoing therapeutic relationship.
Track prospective clients and follow up when openings become available.
Explore how other industries use AI-powered intake forms
Have questions about HeyIntake for therapists?