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Practice management for grief counselors

Session notes and practice software for grief counselors

Document sessions, track progress, schedule clients, and bill, built for grief counselors. Free to start.

No credit card required
Works on any device
Arthur BoydJun 9 · 11:00 AM
Subjective
Reports a hard week around the anniversary; found comfort looking at photos.
Objective
Tearful but settled. Spoke warmly about shared memories.
Assessment
Moving through grief with growing capacity to hold both sadness and connection.
Plan
Continue memory work. Explore new routines. Follow up in two weeks.
Saved

Grief work follows its own, non-linear path, and your notes help you meet each client where they are: what they brought, what you explored, how they are moving through it, and the plan. With scheduling and billing alongside, the whole practice sits in one place. Soap Notes keeps structured session notes, scheduling, and payments together, so you can focus on supporting clients through loss rather than on the admin.

Built for the way grief counselors work

If any of this sounds familiar, Soap Notes brings it into one place.

Documenting non-linear grief work meaningfully

Tracking how a client is moving through loss over time

Notes, scheduling, and billing in separate tools

Keeping sensitive records private

Everything grief counselors need

One platform for notes, scheduling, billing, and clients, so you spend less time on admin.

Structured session notes

Capture what the client brought, what you explored, your read, and the plan the same way each session, templated and autosaved.

Scheduling with reminders

Let clients book within your availability, with reminders that reduce no-shows.

Progress on one record

Keep each session connected to the client, so their journey through grief is easy to review.

Secure client portal

A private space where clients book, pay, and see only what you choose to share.

How grief counselors use Soap Notes

1

Clients book themselves

Share your booking link so clients pick a slot within your availability and get reminders.

2

Document the session

Note what the client brought, what you explored, your read on how they are moving through grief, and the plan, using SOAP or your own template.

3

Invoice and get paid

Generate the session invoice and take payment through Stripe, tied to the client record.

All in one platform

SOAP notes are more valuable connected to the client, the session, and the invoice, so Soap Notes is a full coaching CRM, not just a note-taker.

Scheduling

Let clients book themselves. Syncs with Google Calendar.

Invoicing & billing

Send invoices and take payments via Stripe, linked to sessions.

Client portal

A secure space for clients to book, pay, and see what you share.

Frequently asked questions

Yes. Grief counselors use Soap Notes to document sessions with the SOAP format or their own template, track a client's journey over time, schedule clients, and bill, all in one place.

Yes. Your clinical notes are yours. The client portal only shows what you explicitly choose to share, so session notes stay private.

Yes. Soap Notes runs on any device with a browser, with nothing to install and notes that sync across devices.

Yes. Start from a built-in SOAP template or save your own, so recurring session types take seconds to document.

Yes. All data is encrypted in transit and at rest, access is role-based, and you control exactly what each client sees through the client portal. We apply industry-standard security practices and perform regular audits.

Yes. Solo practitioners can use Soap Notes free, no credit card required to start.

Built for grief counselors.
Free to start.

No credit card required.