Built by practice owners

A calmer way to run and grow your private practice

Clara brings Jane, your lead pipeline, booking, billing, calls, texts, email, and follow-up into one system—so every client and next step is clear.

  • See the full client storyrecords and conversations share one timeline
  • Keep work communications togethercalls, texts, and emails stay off personal accounts
  • Know what needs attentionleads, forms, balances, and follow-ups stay visible
  • Draft faster with Clara AISMS and email drafts are ready to review
app.startclara.com

Good morning, Dr. Bennett

Thu, June 11
Needs reply
4
AI drafts ready
Intake missing
5
Nudges queued
Billing nudges
2
Prepared for review
Open leads
3
Follow-up due
Today's sessions View calendar →
9:00MK
Maya K.Individual · 50 min
Video
10:00JR
Jordan R.Couples · 80 min
Confirmed
11:30SL
Sam L.Intake session
Forms pending
1:00AT
Aisha T.Individual · 50 min
Confirmed
Admin Clara handled Clara AI
Drafted replies to 4 new inquiries
Prepared billing reminder for Noah B.
Drafted replies for 3 leads awaiting follow-up
Sent intake nudges for 5 incomplete packages
Suggested Wed 4 PM from the rebooking list
Side by side

What Clara replaces

Today With Clara
Tools to manage
EHR, spreadsheet, personal cell, reminders, and separate logins.
One login for records, CRM, booking, billing, communications, and follow-up.
New inquiries
Answered when someone remembers; many quietly go cold.
Captured, tracked, and drafted for reply by Clara AI.
Calls and texts
Your personal number, with no clean record of what was said.
Clinic and therapist numbers inside Clara, with conversations saved to the client timeline.
Intake forms
Unsigned forms found the morning of the first session.
Forms sent at booking and nudged automatically before the session.
Billing reminders
Invoices, receipts, and balances chased by hand after hours.
Invoices and receipts created after sessions, with billing nudges drafted for review.
Rebooking
Clients drift without a next session until someone notices.
Recurring appointments, rescheduling, cancellations, and waitlists stay visible.
How it works

Every client. Every interaction. One clear timeline.

From first inquiry through intake, appointments, notes, payments, and follow-up, Clara keeps the complete client story together.

A new inquiry becomes a clear next step

A client sends a message, calls, or books from your site. Clara captures the inquiry, saves the source, and shows what needs to happen next.

  • Booking site, email, calls and texts feed one timeline
  • Lead source stays attached to the record
  • Clara AI can draft the first reply
New inquiries2 today
DODaniel O.New
Via Google · 9:42 AM"Looking for anxiety support"
RFRenee F.New
Via Instagram · 8:15 AM"Do you have evening spots?"
Clara AI

Clara AI helps you move from question to action.

Search your practice with Ask Clara, then use AI-assisted SMS and email drafts to respond faster. You review every draft before it goes out.

FindsWho needs a reply, reminder, nudge, or rebooking prompt
DoesDrafts the text, prepares the reminder, queues the follow-up
TracksKeeps every action on the client record
Handled while you were in session Today's review queue
You approve every send
2h 40madmin drafting avoided this week
12open loops found before they slipped
7messages ready to review
New inquiry: Renee F.

Drafted a reply with two consult times and the right intake link.

Unpaid invoice: Noah B.

Prepared a polite reminder after 7 days outstanding.

Lead follow-up: Maya K.

Drafted a reply based on the latest message and available consult times.

Form reminder: Jordan R.

Prepared a reminder for an incomplete intake form.

No more carrying the list in your head. Every approved action stays on the client record.
Inside Clara

One clear system instead of the patchwork.

EHR, CRM, booking, scheduling, forms, billing, calls, texts, emails, follow-up, Clara AI, and reporting stay tied to the same client record.

Booking that turns interest into sessions

Clients can see your services, providers, and live availability without waiting for a reply.

  • Designed for you, with your name, colours and photos
  • Easy on a phone, where most clients actually book
  • Free consults, full sessions and waitlists, straight to your calendar
soulthrillers.startclara.com
S
Soul ThrillersPsychotherapy and counselling · Virtual and in person
SB
Dr. Sarah BennettRegistered Psychotherapist
Next: Thu
MO
Marcus OduyaRegistered Social Worker
Next: Fri
Free 15-min consultIndividual · 50 minCouples · 80 min
Thursday June 12
9:0010:3012:002:003:304:30
Book free consult · 12:00 PM

Scheduling that protects the day

Recurring clients, buffers, provider availability, reminders, and cancellations stay in one calendar.

  • Online booking from live availability, no back and forth
  • Automatic SMS and email reminders that lift show rates
  • Waitlists, cancellations and recurring sessions handled cleanly
Calendar · Week of June 8
Mon 8
Tue 9
Wed 10
Thu 11
Fri 12
9 AM10 AM11 AM12 PM1 PM2 PM
Maya K.Video · 50 min
Jordan R.Couples
Aisha T.Individual
Noah B.Individual
Sam L.Intake
Maya K.Video · 50 min
Jordan R.Couples · 80 min
Aisha T.Individual
Priya S.Individual
New consult15 min · free
Eli W.Video
Maya K.Check-in
Noah B.Individual

Notes connected to the session

SOAP, DAP, BIRP, treatment plans, and risk assessments stay attached to the right client visit.

  • Discipline-specific templates you can customize per provider
  • Sign-and-lock with a full audit trail on every record
  • Files, forms, signatures, and static client facts in the chart
Maya K. · Progress note
MK Maya K. · Session 12 · SOAP Signed
S SUBJECTIVE

Client reports improved sleep this week and reduced anticipatory worry before work meetings. Practiced grounding twice.

O OBJECTIVE

Engaged, affect brighter than prior session. GAD-7 score 9, down from 13 at intake.

A ASSESSMENT

Steady progress toward treatment goals; cognitive restructuring generalizing to workplace contexts.

P PLAN

Continue weekly sessions. Introduce behavioural experiment for next meeting scenario.

Attached to
Jun 10 · 9:00 AM 50 min · Video
Measures
GAD-7 · 9 ↓ PHQ-9 · 6 ↓

Inquiries that do not go cold

Each inquiry gets a source, message history, status, and follow-up plan, so interested clients do not disappear in an inbox.

  • Every inquiry captured automatically with its source attached
  • Follow-ups, reminders, and lifecycle stages in one pipeline
  • See which channels bring clients who stay and rebook
Inquiries · This month
Inquiry 6
Daniel O.
Asked about anxiety support
Google
Renee F.
Wants evening availability
Instagram
Consult booked 3
Sam L.
Free consult · Thu 12:00
Psych Today
Grace H.
Free consult · Fri 10:00
Referral
Intake sent 2
Omar Z.
Forms 2 of 3 complete
Google
Active client 12
Maya K.
Weekly · Dr. Bennett
Referral
Jordan R.
Biweekly · Couples
Instagram

Clinic and therapist numbers for calls and texts

Use a clinic phone line plus an individual number for every therapist, with conversations saved to the client timeline.

  • A clinic line plus individual numbers for every therapist
  • Two-way texting that clients actually reply to
  • Calls, texts, and emails connected to the client timeline
Messages · Sam L.
SLSam L.Practice phone
Hi Sam! Friendly reminder: your free consult with Dr. Bennett is Thursday at 12:00 PM. Reply C to confirm.
C. Looking forward to it!
Wonderful, you're confirmed. A video link will arrive the morning of. See you Thursday!
Logged to Sam's record · 9:46 AM
Recent calls
Maya K.Outgoing · 4 min · logged
New callerSaved as inquiry · source: phone
Noah B.Missed · follow-up reminder created

Billing without the chase

Cards on file, automatic invoices, receipts, billing reminders, and payout summaries keep balances visible.

  • Charge cards on file the moment a session ends
  • Receipts formatted for insurance and benefits claims
  • Outstanding balances visible for follow-up and collection
Billing · June
Payments collected
$18,420
Outstanding
$1,240
Auto-collected
92%
ClientSessionAmountStatus
Maya K.Jun 10 · Individual$160Paid
Jordan R.Jun 10 · Couples$210Paid
Sam L.Jun 11 · Intake$180Card on file
Noah B.Jun 4 · Individual$160Reminder sent

Intake before the first session

Consent, history, policies, and card details are collected through mobile-friendly forms before care begins.

  • Form packages sent automatically at the right moment
  • E-signatures on consent and cancellation policies
  • Gentle automated nudges until everything is complete
Intake · Sam L.
Welcome to the practice
A few questions before your first session. Takes about 8 minutes.
What brings you in?
Feeling overwhelmed at work and having trouble sleeping...
Have you attended therapy before?
Yes, briefly in 2023
Consent to treatment
Signed
Continue · 2 of 3
Consent & policiesSigned Tue 8:14 PM
History questionnaireIn progress · 70% complete
·
Card on fileRequested · reminder Thu
Flows into the chartVisible to Dr. Bennett before session one

Reports that point to the next action

See revenue, clinicians, appointments, leads, utilization, and operations without assembling a side spreadsheet.

  • Provider utilization and caseload balance at a glance
  • Lead, appointment, revenue, and operations reporting
  • Practice-wide rollups as your team grows
Reports · Practice overview
Sessions per weekLast 12 weeks
Show rate
94%↑ 3%
90-day retention
81%↑ 5%
Inquiry → active client
38%↑ 6%

Built for sensitive work, from day one

Therapy runs on trust. Clara is built for sensitive client records, with encryption, audit trails, locked notes, role-based access, and exportable data.

Built with HIPAA and PHIPA in mindDesigned for the privacy expectations that govern practices in the US and Canada.
Encrypted everywhereClient data is encrypted in transit and at rest, with role-based access for every account.
Locked client recordsSigned notes can't be silently edited; a full audit trail records who accessed what and when.
Your data is yoursExport your complete records at any time. Stay because Clara works, not because you're locked in.
We built Clara to run our own practice. The goal was one clear place to see every client, conversation, appointment, form, balance, and next step. It is the system we wish someone had handed us on day one.
Burhan and Keeran, founders of Clara
Read our story
15 therapists we grew our own practice to, on Jane and spreadsheets
18 mo from our first client to a full practice
5 to 7 tools Clara can replace with one login
Pricing

One plan to replace the patchwork.

30-day free trial
149.99 per month
after trial
$19/month per clinician.
Try for free

Start with a 30-day free trial. We'll help configure your client records, booking, billing, clinic communications, reminders, and Clara AI drafts before the trial ends.

Included
  • Public booking site
  • Scheduling, reminders and intake
  • Client charts and session notes
  • Billing and auto-invoicing
  • Clinic and therapist phone numbers
  • Clara AI drafts and nudges
  • CRM pipeline and reporting
30-day free trial Free guided migration No contract or setup fee Your data stays exportable
Can Clara replace Jane, spreadsheets, and my personal phone?+

That is the point. Clara brings client records, booking, intake, billing, lead follow-up, calls, texts, emails, Clara AI, and reporting into the same system. The goal is a clear view of the practice, fewer side spreadsheets, and no practice communications from personal accounts.

How does Clara help my practice grow?+

Clara does not magically create demand. It gives you a clear lead pipeline with source tracking, follow-ups, reminders, and client lifecycle stages. AI-assisted SMS and email drafts help your team respond without starting from a blank page.

What will switching actually feel like?+

It should feel like cleaning up your current setup, not rebuilding the practice in a weekend. We map what you use today, import the essentials, then configure booking, forms, billing, reminders, clinic communications, and follow-up rules with you before you go live.

Will you help us move everything over?+

Yes. We help every step of the way: mapping your current tools, deciding what needs to come over, importing the essentials, setting up booking and intake, configuring billing and reminders, and testing the flow before you use Clara with clients.

Does Clara work for both solo and group practices?+

Yes. Solo providers get one clear place for clinical and business work. Group practices get shared scheduling, role-aware records, billing, reporting, follow-up, a clinic line, and individual phone numbers and email addresses for every therapist.

What does Clara AI do?+

Ask Clara lets you search across your practice, and Clara AI drafts SMS and email replies for you to review. You stay in control of what is sent while getting to a useful first draft faster.

How do you handle sensitive client information?+

Clara is built for HIPAA and PHIPA-aware workflows, with encryption, role-based access, audit trails, locked notes, and exportable records. During onboarding, we can walk through how your practice handles privacy, access, client records, and exports before anything changes.