Case Management for Private Practice Professionals

Whether you run a solo practice or a small team, Notehouse keeps your client records organized, your notes searchable, and your data secure.

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Case Management for Private Practice Professionals

Organized Client Records

Keep session notes, case documents, and client history in one clean, searchable profile for every client.

Quick Session Notes

Document sessions during or after appointments with narrative notes that are easy to write and easy to find.

HIPAA-Compliant Platform

Protect client confidentiality with encryption, secure authentication, and audit-ready logging built in.

Find Any Note Instantly

Search across all client records by keyword, date, or tag. Pull up exactly what you need before a session in seconds.

See how Notehouse can simplify your workflow.

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Get Started in 3 Steps

Create Your Free Account

Sign up in 30 seconds — no credit card required. Your 14-day trial includes every feature with full HIPAA compliance and a signed BAA.

Add Your Clients

Import your client list from a spreadsheet or create profiles as new clients come in. Upload intake documents and consent forms directly to each record.

Write Your First Session Note

Open a client profile, document a session in your own words, and tag it. You'll see how every note stays searchable and accessible from any device.

Trusted by Private Practice Professionals

Grateful I found Notehouse

My overall experience with notehouse was/is Great! I am happy to have found this software for my business/Case Management needs. What I like most about Notehouse is the fact that it seemed to be a good for for my organization. Being a small coaching and consulting firm, the case management software fit our organizational needs, as well as the price points that fit into budget. It was also easy to use.

Toya M.

Chief Purpose Officer

Love Notehouse!

I love it and recommend it to my colleagues all the time, it's so easy to use and the pricing is fair. Customer support is fantastic.

Jill B.

Licensed Clinical Social Worker

Great product!

The software is very user-friendly. It makes doing my job a lot easier! I have had nothing but a positive experience!

Nicole K.

Social Worker

Notehouse gets it done

We are a small regional nonprofit serving the homeless population with prevention. We use Notehouse to track intake information, needed documents, and outcomes. It's simple, but user-friendly. Using it doesn't interfere with the work. You can make changes as your work evolves and create reports easily to capture the data you need. There is a minimal learning curve, and it is economical for a tiny nonprofit like it.

Carolyn A.

Executive Director

A+, 5 Stars, So easy to use

Excellent. No complaints. I appreciated the HIPAA update for our clients. The pros are it's easy to navigate! I appreciate being able to attach screenshots and add important dates.

Bree B.

Housing Case Manager

Amazing software!

Notehouse has been a lifesaver for our small nonprofit! We have so appreciated the support and guidance, and how easy it has been to navigate and use! Best software for notetaking and data management out there!

Rebecca D.

Director of Advocacy

Questions & Answers

Is Notehouse HIPAA compliant for private practice?+

Yes. Notehouse is fully HIPAA compliant with end-to-end encryption, role-based access controls, and audit logging. I provide a signed Business Associate Agreement (BAA) on all plans.

Can I import my existing client records?+

Yes. You can import client data from CSV or Excel files. Most private practitioners have their client list set up in under an hour.

Why should I switch from paper notes or Word documents?+

Paper and Word documents can't be searched quickly, shared securely, or accessed remotely. Notehouse gives you full-text search, HIPAA-compliant security, and access from any device — so you spend less time on admin and more time with clients.

Is Notehouse affordable for a solo practitioner?+

Yes. Notehouse offers a free 14-day trial and plans designed for individual practitioners and small practices. No setup fees or long-term contracts. See the pricing page for details.

Can I access my notes between sessions?+

Yes. Notehouse is fully web-based and works on any device with a browser. Review session notes, add updates, and check your schedule from your phone, tablet, or computer.

What if I have a small team or group practice?+

Notehouse supports multiple users with role-based permissions. Each clinician can manage their own clients while practice owners maintain oversight and control access levels.

Focus on Your Clients, Not Your Paperwork

Start your 14-day free trial. No credit card required.

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