For the working clinician
Toolkits.
Documentation templates, group curricula, assessment tools, and printables for the working clinician. Built from a decade and a half of doing the work, then watching new clinicians spend three hours formatting what should take twenty minutes.
Available now
Ready to use today
Free toolkit
SOAP Notes Toolkit
Documentation that holds up clinically, ethically, and legally. Cheat sheet, fillable template, annotated example, and discussion prompts. Eight pages, one cohesive PDF.
Free cheat sheet · Paid kit
Relational Dynamics Toolkit
A working reference for transference, countertransference, projection, and displacement. Free Cheat Sheet, plus a full kit with vignettes, supervision and case formulation tools, and an Educator Pack for teaching the four dynamics.
Paid · Social workers
QI for Social Workers · Complete Bundle
Twenty-seven tools across three packs for practitioners, supervisors, and educators doing quality improvement in social work settings. PDSA worksheets, supervision tools, classroom plans, and more.
Paid · Frontline staff
Mental Health Basics Toolkit
Sixteen working tools for non-clinical helping staff who encounter mental health concerns first. De-escalation, asking about suicide, safety planning, mandated reporting, trauma-informed posture, post-crisis review, and more.
Free · Frontline staff
Mental Health Front Line Cheat Sheet
A one-page reference for non-clinical helping staff who encounter mental health concerns first. Plain-language continuum, what to do in the moment, when to bring it to a clinician, and what to document.
Free · Social workers
QI Vocabulary Cheat Sheet
A plain-language glossary of the quality improvement terms social workers run into on the job. PDSA, run charts, fidelity, balancing measures, and the implementation frameworks you will meet in the literature and at work.
Coming soon
What is coming throughout 2026
Documentation templates
Psychosocial assessment templates. Treatment plan formats. Progress note structures that actually capture clinical reasoning instead of just hitting billing requirements. Editable in Word and Google Docs.
Group curricula
Eight-week and twelve-week curricula for behavioral health groups. Trauma-informed, evidence-aligned, and built so a new clinician can actually run them on a Tuesday afternoon.
Assessment tools and screeners
Plain-language intake screeners, risk and safety planning tools, and printable client-facing handouts.
Supervision tools
Supervision agendas, case presentation templates, and learning plans for supervisors who were handed a caseload of new MSWs and no training on how to actually develop them.
Free vs. paid
A few things will always be free. Tip sheets, single-page handouts, and one or two of the screeners. The full toolkits will be paid because building them well takes hundreds of hours, and putting a price on professional work is part of how we stop devaluing this profession.
Get notified when toolkits launch
One email when each toolkit goes live.
Early subscribers get a launch discount.
For agencies
Need something custom?
If your agency needs documentation systems, group curricula, or supervision structures built specifically for your population and workflow, that is consultation work.