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The AI Therapy Intake Form That Captures What Checkboxes Can’t.

A static therapy intake form collects demographics and a checkbox for “anxiety.” Perspective replaces your counseling intake form with an adaptive AI conversation that captures presenting concerns, treatment history, therapist preferences, and client goals — so you know if it’s a fit before the first session.

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Before & After

Same Checkboxes. Same “Anxiety.” Same Blind First Session.

See what changes when you replace your static intake forms for therapy with an AI counseling intake conversation that listens before the first session.

The Static Therapy Intake Form

yourpractice.com/new-client
New Client Intake Form
Full name *
First and last name
Date of birth *
MM/DD/YYYY
Primary concern
Additional information
Optional...
Submit
  • A paper or PDF counseling intake form asks clients to checkbox “anxiety” or “depression” — but not what’s actually happening in their life
  • Therapists walk into the first session blind — no sense of severity, no treatment history, no understanding of what the client actually needs
  • Intake form for mental health collects demographics and insurance but misses the presenting concern, therapeutic goals, and therapist-fit preferences
  • Private practices waste the first session (and the client’s copay) on information a better intake form for counseling would have captured upfront

AI Therapy Intake with Perspective

Therapy & Counseling Intake
Reply...
  • Your AI therapist intake captures the real story — what’s happening, how long it’s been going on, what they’ve tried before, and what they’re hoping to get from therapy
  • Adapts based on responses: a client mentioning grief gets different follow-ups than one describing relationship conflict or work burnout
  • Screens for fit before the first session — insurance verification, scheduling preferences, therapist specialization match, and crisis indicators
  • Clients complete the intake forms for therapy on their own time — from any device, at any hour — the best software for intake automation in small counseling practices
How It Works

Better Intake Forms for Therapy — Live on Your Website in Minutes

Three steps to replace your static counseling intake form with an AI conversation that captures presenting concerns, screens for fit, and prepares your therapist before the first session.

01
01

Define Your Intake Questions

Tell Perspective what to screen for — presenting concerns, treatment history, therapist preferences, insurance, and scheduling. It builds the AI therapy intake conversation that adapts to each client. No survey logic, no branching rules.

02
02

Send to New Clients Automatically

Embed on your website, send via email after booking, or trigger from your scheduling system. Clients complete the therapy intake form on their own time — no phone screening, no 20-minute first-session paperwork.

03
03

Start the First Session Prepared, Not Blind

Your therapist gets a complete intake summary — presenting concerns, history, goals, and fit indicators — before the session starts. The best intake form for counseling clients who deserve a first session focused on care, not paperwork.

Try It

Try the AI Therapy Intake Form Yourself

This is a live AI counseling intake conversation — the same experience your new clients would have before their first session. See how it captures what a checkbox form never could.

This is a live conversation, not a recording.

A New Client Just Checked “Anxiety” on Your Intake Form. But Do You Know What’s Actually Going On?

Stop starting every first session from zero. Give every new client a therapy intake conversation that captures their real story, screens for fit, and prepares your therapist with the context to help from minute one.

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