Client intake software · For practitioners

Never start a session
from scratch again.

Client intake software for coaches, consultants, and advisors. Your client hands you a record they already own, so you open every session caught up instead of spending the first three on archaeology.

Nothing here is a promise. Run the live demo, read the public revocation list, or check a signed checkpoint yourself.

Scroll
The file reads on Claude ChatGPT Gemini Copilot Perplexity and anything else that reads a paste
Proof, before the pitch

Check it yourself before
you read another line.

We are new, so there is no logo wall on this page and no quotes from customers. What there is instead: a live endpoint you can run right now, a revocation list published in the open, and signed checkpoints you can verify with our servers out of the loop. Both answers below came from the same model, seconds apart. The only difference is whether her file had been handed over.

Without her fileStranger
I have three projects half started and a full week. Help me get through it.
The assistant
It has to ask her who she is before it can help. This is session one without a record.
After she hands it overKnown
I have three projects half started and a full week. Help me get through it.
The assistant
It already knows she finishes things in long unbroken stretches. This is session one with the record.
Captured from the live endpoint. Fixture persona, no real person behind this demo.
What a client hands overDemo fixture
05 AugSession note, signed into her file by her practitioner. Hers to keep.
04 AugShipped the thing she had been circling for three weeks.
22 JulTurned down the contract. Wanted the room, not the money.
30 JunStarted building again, after four months away from it.
11 MaySaid the quiet part: she is building this so she can stop asking.
187 entries since March 1 signed practitioner entry signed checkpoint 9192 cannot be written backwards
How it works

What changes when a client
hands you their file.

Three moments. The client shares the record before you meet, you sign your work into it while you work, and they walk out holding it. We are the rail in the middle and we never get a vote.

01 / Before session one

The client shares their file

They send it once, at intake, and it is theirs already, so there is no form to chase and nothing to re-key. You read it before the call. Only what they consented to share is in there, scoped at the door and revocable the whole time.

02 / During the work

You sign entries into it

Your notes stay private by default. Signing one into the client's file is a deliberate act: dated the day you write it, appended to a record that never edits the past, visible to them, revocable by them.

03 / When it ends

The client keeps the file

Nothing is exported and nothing is deleted, because it was never yours to hold. The client leaves with every read and every signed entry, and the next practitioner they sit down with can start caught up too.

What you get

The last intake form
they ever fill out.

A client's first read mints their file. From then on the work compounds instead of resetting: the brief reads from the file, the session writes back, and the file belongs to them.

The standing brief

Open every session caught up

The client's card is already composed from what they consented to share: the last entry in the record, what changed since you met, the plan you agreed, your own last signed note. Thirty seconds and you are current. The brief stays that way because the work itself writes it.

The signed entry

Your best work stops dying in a filing cabinet

Signed entries live in the client's own record rather than locked inside practice software you may not be using next year. When the engagement ends, your work travels with the client, with your name on it, into whatever room they walk into next.

The ledger

Nothing can be written backwards

Every entry is checkpointed the instant it is signed and the ledger only appends. Nobody, including us, can insert a note dated last month or quietly change what a session said. That is the whole reason a record handed to you by a stranger is worth reading.

The switch

The client can revoke it, any time

The file belongs to the client, not to you and not to us. They can pull access the moment they decide to, without asking anyone, and the revocation is published where you or anyone else can check it.

Tuesday 09:00 · Maya T. · Standing briefSample
Last entry04 Aug: shipped the thing she had been circling for three weeks.
Changed sinceTwo entries since your last session. The contract question is closed: she turned it down.
Agreed planOne long unbroken stretch on the nearest-done project. Review it together first.
Your note22 Jul: agreed to stop opening new projects until one ships.
Every field above exists because she said yes to sharing it. What she has not shared is simply not there, and absence never reads as a finding.
Next to what you already run

How this differs from
a coaching CRM.

Every practice tool on the market stores the client's history in the practitioner's account. That is the one thing changed here, and everything else follows from it.

 A typical coaching CRMPupul
Who owns the client's recordYour account, inside your softwareThe client
Travels when the client leavesNo, it stays in your system when they goYes, it leaves with them, nothing to export
Can an entry be backdatedUsually, notes stay editable by whoever holds the accountNo, append-only and checkpointed the moment it is signed
Can the client revoke your accessRarely a client-facing option at allAlways, at any time, and the revocation is published
What a new practitioner sees on day oneNothing, everyone starts from zeroThe client's own record, if the client shares it
What it costs to keep openA monthly seat fee whether or not you see a clientNothing monthly. You pay per client read

This is a comparison of designs, not of vendors. Keep the scheduler and the invoicing you already like: nothing here replaces them. Named, verified comparisons: vs Practice Better, vs Paperbell, Practice Better alternatives.

Prove it

Take it back, live, right now.

Run the handoff, then pull the grant. The token stays cryptographically valid after you revoke it. Access dies anyway, because every reader checks the public list first.

That gap is the entire point. Holding a file is never the same thing as having permission to read it. Every client you work with holds this same switch, and the practitioner dashboard honors it the second it flips.

The grant

          
Pricing

What you pay, exactly.

Plain numbers, no sales call, no credit card to start. The software is free and your first client read is free. Nothing here is monthly rent: you pay when a client connects, never per seat. The client's own file, and their right to revoke it, stay free forever whoever is or is not paying us.

PractitionerThis is the one built for you.
The softwareFreeNo seat fee, no setup cost, no monthly minimum. Consent, briefs, signed entries and the arrivals inbox are all in it.
First client readFreeTry the whole thing on one real client before you pay anything.
After that$39 per client readBill it through to the client at your own markup if that is how you work.
Ten reads$390 as a blockThe same $39 rate, paid upfront. Blocks stack as the roster grows.
Unlimited$1,990 a yearWorth it once you are running around 50 reads a year, roughly one a week. Below that the blocks are cheaper, and the till will say so.

Start on the free tier. Move to a block or the annual rate once you know your own volume, not before.

Start free with one client
Other rooms, same file

If you are not a practitioner

The same record, the same consent rail, the same revoke. Priced for whoever is holding it.

Personal
Free to start
Then $99 a year, or $12 a month
  • Your file, and the right to hand it to any AI
  • Revocation free forever, on every tier
  • One fresh read a month on the free floor
  • Full portability: it leaves with you
Creator
100 reads a month
Free. Creator Pro $299 a year
  • Unlimited read links and embeds
  • People hand you their file on purpose
  • Consent-filtered export
  • Withdrawn the moment they change their mind
Teams and developers
Free tier on the API
Firm license $999 a month. Team seats from $99 a year each
  • Four claims, each with its provenance
  • Sign in with Pupul, ES256, revocable
  • Offline verification, no callback to us
  • No individual file is visible to the buyer

A new file starts thin, and we will not pretend otherwise. Continuity is elapsed time, so a file opened today is worth less than the same file in March. That is the honest cost of the thing that makes it impossible to fake. Design partners get hands-on help reaching useful density, and there are a limited number of those places.

Why the record is worth trusting

A bot can invent a thousand identities tonight.
It cannot invent March.

Elapsed, witnessed time is the one credential that cannot be minted on demand. Everything below exists to make that claim checkable by someone who does not trust us, which on this page includes you.

Append only

Entries are added, never edited and never reordered. There is no write path into the past, for us or for anyone else.

Signed checkpoints

The ledger publishes signed checkpoints. Anyone can prove an entry existed at a point in time without asking our permission.

Null, never false

A claim we cannot evidence comes back null. An absent record is not an accusation, and we will not let it be read as one.

Revocation is public

Every revoked grant is published to a list anyone can read. We publish the count of revocations too, which no one else in this category does.

Scoped at the door

A grant carries only what the owner agreed to, expires on its own after fifteen minutes, and never carries what they wrote.

Verify without us

Published keys, a public revocation list and signed checkpoints let a receiver verify a grant with our servers entirely out of the loop.

Developers

Four claims, and the provenance behind each one.

Read a person's standing without ever touching what they wrote. Keys and docs at /for-ai, machine index at /llms.txt.

captured response
$ curl https://noctaracorp.com/api/v1/registry-demo
{
  "demo": true,
  "ok": true,
  "claims": {
    "is_human": true,
    "is_continuous": true,
    "has_deviated": true,
    "stands_behind": true
  },
  "provenance": {
    "beats": 4,
    "imported_beats": 0,
    "distinct_weeks": 3,
    "sources": ["noctara", "tap_in", "drift"],
    "first_beat": "2026-07-06T14:02:00Z",
    "last_beat": "2026-07-21T08:30:00Z",
    "note": "is_human is a presence signal over an accruing record, not a calibrated biometric. null means we could not establish the claim, never that it is false."
  },
  "consent": { "granted": true, "scope": "demo" }
}
(abridged. Run live for the full body.)
REST registryFour claims, key gated. is_human, is_continuous, has_deviated, stands_behind, each returned with the provenance that produced it.
Sign in with PupulOAuth with ES256 tokens. Scoped at the door by the person, revocable by the person, verifiable by you.
Offline verificationNo callback to us. Published JWKS, a public revocation list and signed ledger checkpoints.
On the record

The ledger runs through the company too.

2026-04-24Provisional patent filed on the continuity record, US application 64/048,624.
2026-07-12Sign in with Pupul shipped: OAuth with ES256 tokens, scoped and revocable at the door.
2026-08-01Public revocation list and the live revoke endpoint shipped and verified.
2026-08-06Practitioner mode rebuilt as the flagship: the standing brief, signed entries, the clean goodbye.
2026-08-09Front door rewritten for the practitioner buying it: plain prices on the page, a comparison against the tools you already run, and the proof moved above the pitch.
FAQ

The questions people actually ask.

What is client intake software?
Software that lets a client hand you a standing record of themselves before you ever meet. You open session one already knowing where they are, instead of spending the first session or three finding out. Here the record is the client's own, not a form they fill in for you.
How is this different from a coaching CRM or practice management tool?
A CRM keeps the record inside your account. Pupul's record belongs to the client. It travels with them if they leave your practice, and no entry in it can be backdated, which is why a record handed to you by a stranger is still worth trusting.
What happens to my client's notes when they leave my practice?
The client keeps the file. It was always theirs, so nothing has to be exported and nothing gets deleted. Every entry you signed stays in it, with your name on it, and travels to whoever they work with next.
Can a client bring a record from another practitioner?
Yes. If a client already has a Pupul file, they share it with you at intake and you start session one already caught up. Entries another practitioner signed stay attributed to them, and the client decides how much of the file you see.
How much does it cost?
The software is free and your first client read is free. After that it is $39 per client read, $390 for a block of ten at the same rate paid upfront, or $1,990 a year for unlimited reads once you are running around 50 reads a year.
Can a client revoke access to their own record?
Yes, at any time, for any reason, without asking you or us first. The revocation is published to a list anyone can read, so it is a mechanism you can watch work rather than a policy you have to believe. You can run it yourself in the section above.
Is my clients' data ever sold or shared?
No. The record belongs to the client. We do not sell it, we do not rent it, and access to it is theirs to grant and theirs to take back. What a client writes is never carried in a grant, only the shape of the record they agreed to share.
Do my clients need to install anything or learn new software?
No. A client shares their file with you, you read it and write signed entries into it during the work, and they hold onto it afterward. That is the whole footprint. Handing the same file to an assistant is a copy and a paste.
Do my session notes become visible to the client?
Not unless you sign them in. Notes are private to you by default and stay that way. Signing an entry into the client's file is a separate, deliberate action, and the confirm says plainly what it does: dated today, added to a record that only appends, visible to them, revocable by them.
Does this replace my scheduler or billing?
No, and it does not try to. Keep your scheduling, packages, and invoicing wherever they run today. This is the layer none of those tools have: the client's own record, the brief it composes, and the signed entries that leave with the client. The software costs nothing monthly, so it sits beside your stack instead of fighting it.
Is this for therapists?
No. Pupul Practitioner is for coaching and advisory work: coaches, consultants, advisors, mentors. It is never for therapy, medical or mental health care, hiring, or any use where a record decides access to a job, care, or a protected outcome. That line is written into the product's canon and we hold it.
Do I need to be a developer?
No. Reading a client's file and signing an entry into it happen in the practitioner dashboard. The API exists for the products and practices that want to receive files directly, and it has a free tier.
Start the record

Your next client can walk in already caught up.

Try it on one real client first, for free. The software costs nothing, the first client read costs nothing, and it is $39 a read after that. The record they start with you is theirs for good, and the sooner it starts the more it is worth.