Custom CRM for Therapists · Demo App
90
Stop managing clients in spreadsheets. Your practice deserves a real system.
Intelligent Diagnostics
AI-Integrated
Session Tracking
Evolution Charts
Book a Discovery Call Explore the App ↓
Dashboard Clients Sessions Financial
Good morning, Dr. Schneider
Your practice overview · Today
Active Clients
12
Sessions This Month
34
Avg. Evolution Score
8.4
Sarah M.
Session 8 · Anxiety & Self-Identity
On Track
James R.
Session 3 · Burnout Recovery
Active
8Modules built in
AIIntegrated intelligence
6Dimensions tracked per session
100%Custom built for you
what's inside

Everything a therapist needs.
Nothing they don't.

01
🧠
Intelligent Onboarding
A structured intake questionnaire captures each client's full history — emotional background, main complaints, goals, and patterns. The system builds an initial profile automatically. No more losing intake forms.
02
📋
AI-Assisted Treatment Plan
Based on the intake responses, integrated intelligence generates a structured 3-month treatment outline — with focus areas, identified patterns, and suggested approaches. The therapist reviews, adjusts, and owns it.
03
📊
Session Scoring & Tracking
Each session is scored across 6 dimensions — Clarity, Emotional Stability, Confidence, Consistency, Action, and Evolution. Over time, the data tells the story of your client's transformation in a way words alone never could.
04
📈
Real-Time Evolution Charts
Visual charts show each client's progress session by session. When a client asks 'am I getting better?', you don't just tell them — you show them. This alone changes the therapeutic relationship.
05
💰
Financial Management
Track payments, sessions, and outstanding balances per client — all inside the same system. No switching between apps. No Excel. No guessing who owes what.
06
🔒
Private & Secure by Design
Row Level Security ensures each client can only see their own data. The therapist has full administrative access. Built for the privacy and confidentiality that clinical practice demands.
inside the app

Three screens that change
how you run your practice.

Intake
Know your client before session one.
Structured questionnaire captures everything that matters.
Main Complaint
Chronic anxiety affecting sleep and relationships
Perceived Patterns
Avoidance, overthinking, difficulty trusting
Therapeutic Goals
Emotional regulation and healthier relationships
Treatment Plan
Your plan. Structured from day one.
AI suggests a 3-month outline. You own it.
Focus Areas
Emotional regulation, trauma processing, boundary setting
Main Pain Points
Disconnection from self; difficulty in intimate relationships
Suggested Approach
ACT + narrative therapy + mindfulness integration
Evolution
Progress you can see — and show.
Session-by-session scores across 6 dimensions.
Sessions 1–6
8.5Clarity
7.8Stability
9.0Evolution
who this is for

Built for the therapist
who knows they need this.

✦ This is for you if...
You are a therapist, psychologist, counselor, or holistic practitioner with active clients
You manage client data across spreadsheets, notebooks, WhatsApp, and email — and something always falls through the cracks
You want to deliver a structured, professional experience from session one
You want to show your clients real data about their progress
You are ready to invest in a system that reflects the quality of your work
✗ This is not for you if...
×You are looking for an off-the-shelf generic software
×You are not yet working with clients
×You want a quick template, not a complete custom system
custom development · schneider solutions

Your clients deserve
more than a spreadsheet.

This app was built for a real practitioner who needed a system that matched the quality of their work. If you recognize yourself in this — let's talk. I build exactly what you need, for the way you work.

▶ Book a Discovery Call with Ana
built by
Ana Carolina
Schneider
What this app proves
That a practitioner who is drowning in spreadsheets can have a complete, elegant, AI-integrated system in weeks — not years. Built for a real client. Active and in use. This is a demo of what I build for people who have a problem no existing software solves.
Problem it solved
A holistic mentor was managing high-ticket clients across WhatsApp, spreadsheets, and email. She was losing track. She needed a system that matched the premium experience she delivered. I built one.
React + Vite Supabase + RLS Claude AI Recharts Realtime Edge Functions Lovable
▶ Demo video coming soon
8Full modules — Dashboard, Intake, AI Plan, Sessions, Evolution, Notices, Financial, Admin
6Dimensions tracked per session — Clarity, Stability, Confidence, Consistency, Action, Evolution
RLSRow Level Security — each client sees only their own data.
LiveReal practitioners using it with real clients — this is a live system.