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Documents & forms

227 templates, or write your own with help

Intake forms, consent, contracts and letters — pick a template, make it yours, send it to your client and get it back signed.

✓ 227 ready-made templates✓ Digital signatures✓ Filed in the client record
🔒 app.mywellops.com/toolkit/documents
Documents templates library with Create New AI Document
✍Consent signedAmelia Johnson · 10:42
✦AI draft readyCancellation policy · review
AI document editor with a drafted document
✦Drafted with helpEdit, then save as your template
Write with help

Describe the document. Edit the draft.

Tell the AI assistant what you need — an intake form for couples work, a letter to a GP — and edit the draft into your own words. Save it and it joins your library beside the 227 built-in templates.

227 templatesIntake, consent, contracts, GDPR notices, letters.
Your own versionsEdit any template and save it as yours.
Sent, signed, filed

Sent in a click, back before the session

Send a form from the client's record and they get an email link to it. They sign in their portal; the completed document lands in their record with a status you can see at a glance.

Digital signaturesNo printing, no scanning.
In the client recordNext to their notes, files and invoices.
Documents list showing status per client
✓Signed and filedStraight into the client record
Document Builder

An assistant that proposes, and you decide

It reads the document and your practice context, then proposes targeted edits you accept or reject one at a time. It never rewrites your paperwork behind your back — try it.

SJSarah Jenkins TherapyTherapy agreement · edited just now

Therapy agreement

Our work together

Sessions are 50 minutes, usually weekly. We will review how things are going every six sessions.

Confidentiality

All information disclosed within sessions shall be held in strict confidence save where disclosure is required by law or where there exists a risk of serious harm.

Fees

Each session is £70, payable at the time of booking.

Client name
Date
Signature
✍ Sign here
Assistant3 proposals waiting
“Add a cancellation policy and make it plainer.”
Add a cancellation policyProposed

Your practice settings say 24 hours’ notice — add a clause that matches.

AcceptReject
Rewrite “Confidentiality” in plain languageProposed

The current wording reads like a contract. Simpler text, same meaning.

AcceptReject
Add a telehealth clauseProposed

Recipient books online sessions — say how video sessions work.

AcceptReject
↺ Reset demo
Make them yours
Edit any template and save it as your own, so the whole practice works from the same documents.
Your branding, applied
Practice logo and details added automatically. Turn documents you've already written into templates.
Build by hand, too
Headings, checklists, images, and fields clients fill in — text, date, checkbox and dropdown.

Stored where the client already is

A signed document doesn't go into a folder you have to remember. It sits on the client's record and in their own portal, so neither of you has to ask.

✓On the record and in their portal from the moment it's signed
✓Clients see what they've signed and what's still waiting
✓Visibility per file — private until you share it
YOUR VIEW · CLIENT RECORD
Oliver Smith
Consent formSigned
Intake · physioSigned
Treatment plan🔒 Private
OLIVER'S VIEW · PORTAL
My documents
Consent form✓
Intake · physio✓
Exercise worksheetTo do

How we help wellness professionals grow

160+ hrs

Cut from admin a year — a full month of work back.

£2,000

Saved a year by replacing booking, calendar and notes tools.

14+ hrs

Saved on billing every month.

96%

Of practitioners say setup is simple — no technical skills needed.

How it works

From template to signed in four steps

You can send your first intake form on onboarding day.

01of 4
Client intake formForm
Consent to treatmentSignature
Cancellation policyDocument
STEP 01
Pick from 227 templates

Intake forms, consent, contracts, GDPR notices — or write your own with help.

STEP 02
Make it yours

Edit any question, add your logo and wording, and save it as your own template.

STEP 03
Send it to your client

Select Send to Client; they get an email link and signature reminders go out on their own.

STEP 04
Signed and filed

Completed forms and signatures land in the client record — no printing, no scanning.

The paperwork, handled

Templates written, signatures chased for you, documents filed. You read them.

227 templatesAI draftingSignatures chasedDigital signaturesFiled automatically

Real practitioners. Real results.

★★★★★

“The coaching session changed how I view my practice. I've increased my revenue by 30% while working fewer hours.”

Individual result. Outcomes vary by practice.
SSarah T.
Psychotherapist, UK
★★★★★

“Finally, a system that doesn't feel like it's designed for a hospital. It's clean, fast, and my clients love it.”

JJames R.
Counsellor, SA
★★★★★

“The GDPR compliance features take a huge weight off my shoulders. I can focus on my patients again.”

DDr. Priya M.
Clinical Psychologist

Frequently asked questions

Something else? Book a 20-minute demo.

Do I have to build my documents from scratch?−

No. MyWellOps ships with 227 ready-made templates covering intake, consent, assessment, treatment planning, session notes, discharge and client worksheets — including the PHQ-9, GAD-7 and ACE screen. Send them as they are, or edit them and save your own versions.

Can I send contracts and consent forms digitally?+
Is digital signing legally valid?+
Where are signed documents stored?+
Can I create my own document templates?+
Does this replace DocuSign?+

Send the form. Get it back signed.

Start free. Every template is included.