The paperwork to take your first client, done right.

No. These are templates for adaptation by you, the licensed professional. We've made every reasonable effort to reflect California requirements as of 2026, but laws change and your practice has unique aspects we don't know about. A brief consultation with your own counsel before you put any of these into use is a sound investment.

The core forms (intake, ROI, sliding scale, coordination of care) are useful as a starting point in any state. But the consent forms, privacy notice, and confidentiality acknowledgment have California-specific language that you'd need to rewrite. We're working on Texas and New York editions next; if you're elsewhere, this is honestly probably not the right purchase.

CAMFT membership is excellent and we recommend it. But it's $220/year ongoing, the forms are member-only, and they sit behind a member portal. This pack is a one-time $129 purchase you can use immediately, even before you're a member. Many therapists buy this in parallel with joining CAMFT for their own practice.

You can. Many therapists do. There are two real risks. One: hospital and agency forms reference the institution's legal entity, NPI, EHR system, compliance team, and HIPAA covered-entity structure — none of which translate to a solo private practice. Adapting them properly is usually four-to-eight hours of careful rewrite, and the "quick edit" version often misses something that matters under California law. Two: industry sources call passing down inherited forms a "legacy burden" — assuming a colleague's paperwork is current is how older mistakes get carried into newer practices. Our pack is California-current as of 2026, designed for solo private practice from the ground up, and includes a 10-page Adaptation Guide that explains what to think about for your specific practice. If the friend's forms feel like enough, save the $129 and use those. If you want a starting point that's actually shaped for solo practice and includes ongoing updates, this is what we're here for.

There are. They're generic-national templates with no state-specific language and no Adaptation Guide. They're fine if you're comfortable doing the California-compliance work yourself and you only need a basic scaffold. Our pack sits a tier above — California Board of Behavioral Sciences-aligned, statute-traced for every required item (Tarasoff, CANRA, WIC §15630, BPC §2290.5 telehealth, §56.11 authorization formatting, SB 801 12-point notice), with the Adaptation Guide that walks you through customization. If $20 generic feels like the right purchase for your stage, that's a totally valid choice.

California law moves. The BBS issues new guidance. Federal requirements like the No Surprises Act get amended. For 12 months after you purchase, you get free updates to the pack reflecting any material changes — sent to the email you purchased with. After 12 months, you keep the version you have; new major versions may be offered at a discounted upgrade price for prior-version owners.

Right after checkout, you'll get an email with a secure download link valid for 24 hours. The ZIP contains every form in PDF + .docx, the adaptation guide, and a README.

Full refund within 14 days if the pack doesn't meet your needs. Because these are digital goods you can keep after refund, we ask only that you delete your copies.

Single-practitioner use. Adapt the templates for your own clients. Don't resell or redistribute the unmodified forms. (Group-practice license available — email us.)