Flow 001 · Universal check-in

How are you, really? One honest tap, one next step.

A check-in your clients can open on a hard day without having to think. They pick the state closest to how they feel, and get one small next step that fits, never a list. Anything that sounds like safety goes straight to a person.

Try it below. Sample practice: Larkspur Somatic Therapy (fictional).

Larkspur check-inClient check-in link · sample practice
Demo
Pick what happens next

What lands with you

Clients get support that meets them where they are, between sessions, without you having to be on call. You see how the week went in their next brief, and a person always sees anything urgent quickly.

0check-ins completed
0next steps offered
0sent to a person

Sample practice and sample numbers, for illustration.

How it works

Starts when
A client opens their check-in link, the app, or the pre-session form.
Runs automatically
Showing one next step that matches their state, logging the response and whether it helped, and adding the week’s check-ins to your pre-session brief.
Where AI helps
None required. Optionally, rewording resources in a tone each client prefers.
Where you’re in charge
Safety answers follow plain rules, never AI, and alert a named person straight away, with a backup if nobody responds.

What stays with a person

  • Anything about safety, which goes to a trained person every time
  • Deciding what a repeated pattern means
  • The resources and wording clients see
  • Agreeing with each client what the check-in is, and isn’t, for

What’s included

  • A one-screen check-in on your website, portal or by text
  • Next steps matched to each state, in your wording
  • A “not helping” option and a way to reach a person on every screen
  • Safety routing with a backup person
  • A weekly summary in your pre-session brief
  • Runs on: your website or portal, Google Forms or Typeform, Google Sheets, SMS or email, Make or Zapier
Build size M · medium

Questions teams ask

Is this monitored live?
No, and it says so clearly. Clients are told how quickly a person will see their check-in, and crisis numbers are always on screen.
What if a client says they aren’t safe?
That answer bypasses everything else. It shows crisis numbers straight away and alerts your named person, with a backup if nobody responds.
Will clients feel monitored?
They choose when to check in, and skipping is always fine. Most use it as a quick way to say “this week was hard” without writing an email.

Want this for your practice?

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