Private Practice · Solo practitioner

Carpenter Counseling

From $2,400/year in form software to a scalable intake system for $50/month

$25K+ saved over first 24 months

## The Cost Problem

James Carpenter runs a solo telehealth practice specializing in anxiety and OCD treatment. When he launched in 2020, he subscribed to a mid-tier practice management platform that included intake forms. The bundle was $200/month.

Two years in, he realized he was paying for scheduling, billing, note-taking, and telehealth features he didn't use — just to access the intake module, which still required manual customization and couldn't support his growing OCD-specific assessment workflow.

"I was paying for a full practice management suite when all I really needed was an excellent intake form. The math stopped making sense."

## The Solution: Paying for What He Actually Needed

James evaluated TherapyForm AI in December 2023. The pricing model — a flat monthly fee with unlimited form versions — aligned directly with what he needed: a reliable, customizable intake system without the overhead of a full platform.

He spent three hours on a Saturday building his complete intake workflow: a standard new-client form, a specialized OCD assessment addendum, an updated informed consent document compliant with Colorado regulations, and a re-traumatization screening tool for his trauma clients.

The form builder let him add conditional logic so clients with elevated OCD scores automatically received the supplementary assessment — something his old PDF couldn't do without manual routing.

## Financial Outcome

- Monthly software cost reduced from $200 to $50 - Over 24 months, projected savings exceed $25,000 - The platform paid for itself in the first month of use - James redirected $150/month in savings back into continuing education for OCD specialized training

"I went from paying for a platform full of features I didn't need to paying for exactly what I need. TherapyForm AI is the first tool that actually fits the shape of my practice."

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