For Therapists, Coaches & Somatic Practitioners

Know where your client is before they walk in.

The Pre-Session Brief turns a short, gentle client check-in into a one-page brief in your inbox, and sends your client a short reset matched to how they’re arriving.

Contact Me See it in action
Sound Familiar?

Sessions start cold.

You often learn how someone is arriving only once they’re in the room, and the first stretch of the session goes to catching up.

  • 01 Not knowing until they sit down whether today is a low-capacity, high-stress day
  • 02 Trying to remember what changed since the last session
  • 03 Clients arriving activated, with nothing to help them settle beforehand
  • 04 Intake forms that feel long and clinical, so they get skipped

A client answers two gentle minutes of questions before the session.

Simple rules turn their answers into a one-page brief: how they’re arriving, their capacity and stress, what changed since last time, and a suggested way to open. Then they get a short reset to try before you meet.

The brief is a prompt for your judgment. It is not a diagnosis, a risk assessment, or clinical advice.

See it in action

Two minutes from the client, one page for you.

This is a working example. Fill in the check-in the way a client might, and watch the brief you’d receive and the reset they’d get take shape. Then change your settings and see what shifts.

The client’s check-in
Jordan, the day before a session. Most questions are optional.
How are you arriving today?
2 / 5
4 / 5
What is your body telling you?
Safety check
History

You decide what’s switched on
These are real settings in the kit. In your version, they’re set around your practice, your boundaries, and how you work with clients.
How It Works

Five steps, and only the first one is the client’s.

Once the form is set up, the rest runs on its own, before every session.

  • 01
    Before the session

    The client fills in the check-in

    About two minutes. Every question is trauma-informed and most are optional.

  • 02
    Automatically

    The brief is built

    Simple rules turn their answers into a snapshot, flags, and a suggested opening.

  • 03
    To your inbox

    You get the one-page brief

    If the safety question needs your attention, the subject line starts with PRIORITY so it doesn’t sit unread.

  • 04
    To the client

    They get a 90-second reset

    A short practice matched to how they’re arriving: wired, shut down, tired but wired, or steady.

  • 05
    Next session

    Their history builds

    Earlier answers are compared, so you can see capacity and stress trends from the second response onward.

Care and Privacy

Built to handle client information carefully.

Stays in your own account

The brief is built by simple rules inside your own Google or Microsoft account. Nothing is sent to an outside AI service or third party.

The safety question is your call

It’s a heads-up before a session, not a crisis line, because the form isn’t monitored in real time. Keep it on only if you have a plan for a “Sometimes” or “Yes.” Otherwise switch it off. Crisis resources appear on the form and in every client email either way.

Email isn’t end-to-end encrypted, and whether this setup suits protected health information depends on your role, your plan, and your agreements with Google or Microsoft. The setup guide walks through what to check. If you’re a licensed clinician, confirm with your compliance advisor first.

What Changes

A more prepared start to every session.

  • A clearer read on how each client is arriving
  • Capacity and stress trends across sessions
  • A reset that reaches clients before they reach you
  • Client answers kept in your own account
Two Ways To Get It

Start today, or have it built for you.

Same brief, same rules. The difference is whose voice is in it and who does the setup.

Starter kit

Download it now

The full flow. About 15–20 minutes to set up on Google, 30–40 on Microsoft.
  • The complete Pre-Session Brief flow, ready to paste into Google Apps Script or import into Power Automate
  • Simple settings at the top: your email, practice name, safety question on or off, and more
  • Step-by-step setup guide, start to finish
  • A check-in from me two days later in case anything snags
  • Form wording in your voice
  • Set up and tested in your accounts for you
Freejust your email address
Which do you use?
Works with the Google or Microsoft account you already use. Pick one above and I’ll send that version. No subscription from me. I email the kit right away, plus one check-in two days later. No newsletter.
Done for you

Have it built

One short form. I write, build, connect, and test.
  • The form and brief worded around your practice and your voice
  • The safety question set up to fit how you work, or switched off
  • Connected to your booking and reminder emails, so the form goes out on its own
  • Tested with a sample brief before it touches a real client
  • Handed over to your own account, so it never depends on me
  • A week of support after launch
$750one-time setup
Start your setup
Usually ready within a week of your intake. Prefer to talk? Book a call instead.

Pairs well with Booking & Reminder: send the check-in link in the day-before reminder.

Want all four practice flows? The Practice Suite is $2,400 instead of $3,000.

Optional add-on

Keep it running$199 a month

Inboxes, forms, and rules change. I monitor your flow, fix anything that breaks, and make one adjustment a month, so it keeps working the way your practice does.

Add upkeep to my setup

Ready to start every session
one step ahead?

Let’s set up a Pre-Session Brief around your practice and your clients.

Start your setup

Prefer to talk it through? Book a call instead.