mindora

Manage Your Clients from One Place

See each client's profile, session history, goals, and process flow in a single layout. Mindora lets you track the complete clinical picture without splitting your client's information across scattered screens.

Mindora client management main view: profile, session history, goals, and financial status in one panel

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Automation

Auto-Add Clients from Your Website

New clients who book an appointment through your website are added to Mindora automatically. The information shared in the form creates a client profile; you track the process from your panel without dealing with manual data entry.

Auto-Add Clients from Your Website

Profile and Process: Two Views, One Whole

Mindora explains every client through two views: a rich profile that answers "Who is this client?" and a chronological flow that answers "Where is the process now?".

Interactive demo — click the tabs to explore!

Process Summary

Start

Dec 2, 2025

2 months 17 days

Last Session

Feb 18, 2026

8
Attended
1
Scheduled
0
Cancelled
0
No Show

Goal Summary

2

Active

1

Completed

%65

Goal Progress

3

Breakthrough Moments

Interactive Profile

Everything in One Panel

See your client's process summary, goals, profile details, and payment status in a single panel. Mindora presents key information like session history and goal progress in a quickly scannable layout.

Switch between tabs to reach the detail you need. Before every session, reconnect with your client's process easily.

Clinical Flow

A Chronological Map of the Process

Sessions, clinical notes, goals, and breakthrough moments merge into a single chronological flow. Track your client's journey as a unified process, instead of scattering across screens.

Go back and scan past sessions, spot patterns, and strengthen your case formulation over time. Before supervision, treatment plan revisions, or process reviews, your client's clinical story is in front of you at a glance.

📋 Initial Assessment📝 Session Note🤝 Treatment Plan🧠 Case Formulation📈 Progress Evaluation🔬 Clinical Hypothesis🔧 Intervention / Technique🆘 Crisis & Safety🏁 Termination Summary💭 Reflection🎓 Supervision Notes

28 distinct clinical objects · single chronological process · interconnected notes · goal and breakthrough tracking

(soon: assessment scales and homework)

Live demo. Scroll and click the menus.
SM
Sarah Mitchell

December 2, 2025

Therapy Started

Sarah Mitchell was added to the system

December 2, 2025

📋

Initial Assessment — Social Anxiety

Comprehensive Biopsychosocial Anamnesis

social anxietyavoidance
Linked Session: Session 1 — Dec 3, 2025Edited: Dec 3, 2025

December 3, 2025 (1. Session)

Completed
10:00 50 min In Person
Productive📋Structuring
😟Anxious

December 4, 2025

🧠

Case Formulation — CBT Conceptualization

Case Formulation (CBT)

cognitive distortions
Edited: Dec 5, 2025

December 4, 2025

🤝

Treatment Plan — CBT for Social Anxiety

Standard Clinical Treatment Plan

Edited: Dec 11, 2025

December 4, 2025

Goal Set

"Reduce avoidance behaviors by 70% within 3 months"

December 4, 2025

Goal Set

"Build assertive communication skills"

December 10, 2025 (2. Session)

Completed
10:00 50 min In Person
Productive🎓Psychoeducation
😟Anxious

December 11, 2025

🔧

Intervention — Cognitive Restructuring Exercise

Standard Intervention / Technique

restructuring
Linked Session: Session 2 — Dec 10, 2025Edited: Dec 11, 2025

December 17, 2025 (3. Session)

Completed
10:00 50 min In Person
⚠️ChallengingExploratory
😟Anxious

December 24, 2025 (4. Session)

Completed
10:00 50 min Online
Productive🛠️Skill Building
😌Euthymic

December 26, 2025

🔬

Clinical Hypothesis — Avoidance Maintenance Cycle

Clinical Hypothesis

avoidance cycle
Linked Session: Session 4 — Dec 24, 2025Edited: Dec 26, 2025

January 7, 2026 (5. Session)

Completed
14:00 50 min Online
Productive🛠️Skill Building
😌Euthymic

January 14, 2026 (6. Session)

Completed
10:00 50 min In Person
Productive🤝Collaborative
😌Euthymic

January 16, 2026

🎓

Supervision Notes — Therapeutic Alliance Review

Supervision Session Notes

Linked Session: Session 6 — Jan 14, 2026Edited: Jan 16, 2026
📄SOURCESession 6 — Exposure Hierarchy

"Sarah stayed in a one-on-one meeting with a senior colleague without escaping. She named the discomfort, used the breathing protocol, and completed the meeting."

YOUR NOTE

First measurable evidence that the exposure-based approach is reducing avoidance. Worth consolidating in next session before pushing the hierarchy further.

LINKED GOAL
Reduce avoidance behaviors by 70% within 3 monthsActive
Saved: January 14, 2026

January 21, 2026 (7. Session)

Completed
10:00 50 min In Person
⚠️Challenging😢Emotional
😟Anxious

January 28, 2026 (8. Session)

Completed
10:00 50 min In Person
Breakthrough🤝Collaborative
😌Euthymic
📄SOURCEMid-Treatment Progress Review

"Sarah is independently applying cognitive-behavioral skills outside of session, particularly in evaluative work scenarios where avoidance was most entrenched."

YOUR NOTE

Convergent improvement across both measurement domains. The next phase should consolidate gains while building meta-cognitive awareness as a long-term protective factor.

LINKED GOAL
Reduce avoidance behaviors by 70% within 3 monthsActive
Saved: January 28, 2026

January 28, 2026

Goal Completed

"Develop cognitive restructuring skills"

January 28, 2026

💭

Reflection — On the Breakthrough Moment

Reflection

Linked Session: Session 8 — Jan 28, 2026Edited: Jan 28, 2026

January 29, 2026

📈

Mid-Treatment Progress Review

Periodic Progress Evaluation

Linked Session: Session 8 — Jan 28, 2026Edited: Jan 30, 2026

January 30, 2026

💭

Countertransference Awareness

Counter-Transference Analysis

Edited: Jan 30, 2026

February 11, 2026 (9. Session)

No Show
10:00 50 min In Person

February 18, 2026

Goal Completed

"Build assertive communication skills"

February 25, 2026 (10. Session)

Upcoming
10:00 50 min In Person
JC
James Chen

December 15, 2025

Therapy Started

James Chen was added to the system

December 18, 2025

📋

Initial Assessment — Complicated Grief

Focused Assessment (Brief Intake)

griefloss
Linked Session: Session 1 — Dec 18, 2025Edited: Dec 19, 2025

December 18, 2025 (1. Session)

Completed
14:00 50 min In Person
📋Structuring😢Emotional
😔Dysphoric

December 19, 2025

📝

Session Note — Grief Timeline Exploration

Standard Session Note

Linked Session: Session 1 — Dec 18, 2025Edited: Dec 19, 2025

December 20, 2025

🧠

Case Formulation — Grief Processing Model

Case Formulation Summary

Linked Session: Session 1 — Dec 18, 2025Edited: Dec 22, 2025

December 20, 2025

🤝

Treatment Plan — Grief-Focused Therapy

Collaborative Roadmap

Edited: Jan 9, 2026

December 20, 2025

Goal Set

"Process grief without guilt or self-blame"

January 8, 2026 (2. Session)

Completed
14:00 50 min In Person
ProductiveExploratory
😔Dysphoric

January 9, 2026

🔧

Intervention — Grief Journaling Exercise

Standard Intervention / Technique

Linked Session: Session 2 — Jan 8, 2026Edited: Jan 9, 2026

January 15, 2026 (3. Session)

Completed
14:00 50 min Online
⚠️Challenging😢Emotional
🌊Labile

January 17, 2026

🔬

Clinical Hypothesis — Guilt-Happiness Conflict

Hypothesis Testing and Evidence Balance

guilt
Linked Session: Session 3 — Jan 15, 2026Edited: Jan 17, 2026

January 17, 2026

Goal Set

"Reconnect with social support network"

January 22, 2026 (4. Session)

Completed
14:00 50 min In Person
Productive🤝Collaborative
😌Euthymic

January 23, 2026

💭

Personal Loss Resonance

Reflection Template

Edited: Jan 23, 2026

January 24, 2026

🎓

Grief Countertransference Discussion

Supervision Preparation

Edited: Jan 24, 2026

February 26, 2026 (5. Session)

Upcoming
14:00 50 min In Person
Goal Tracking

Track Treatment Goals and Document Closure

Set treatment goals for each client and track progress over time. Mindora keeps goals visible alongside session notes and the clinical process.

Record your clinical summary when a goal is completed, and the archive reason when one is archived. So the client's change process moves beyond scattered notes; it becomes a meaningful record with a beginning, progress, and an outcome.

Track Treatment Goals and Document Closure
Therapeutic Connections

The Clinical Story Behind Every Goal

Track treatment goals not just by percentage, but through the clinical moments that explain that progress. Connect meaningful observations from session notes to goals to make the reasons for change visible.

With connections like progress, setback, obstacle, exploration, intervention, and theme, preserve each goal's clinical context. So every goal becomes a living record of the client's change process.

The Clinical Story Behind Every Goal
List Management

Manage Your Client List with Ease

Track all your clients in a tidy card or table view. Reach the one you need quickly with search, filters, and status labels.

Last session, upcoming appointment, goal progress, and payment status appear on every card. So your client list turns into a quick command center for your daily workflow. In table view, each client's past, upcoming, no-show, and cancelled session counts appear in a single row.

Table view of the client list
Manage Your Client List with Ease
Finance

See the Financial Picture at a Glance

Track paid, pending, and overdue session fees in a single layout. See every session's payment status clearly, with the client, date, and amount in one row.

Set a fixed fee per client, per service, or a custom amount per session. Mindora carries that choice into the session-creation flow, so payment info always lands with the right context.

See the Financial Picture at a Glance

And Much More

Bulk actions, client export, communication preferences, online booking integration, and many more features waiting for you.

Overview

The Whole Case in One Profile

From profile to clinical flow, goals to payment status, every important detail comes together in one place. Mindora lets you see each client not just as a record, but as an ongoing clinical process.

01

Rich Client Profile

A client's contact info, demographics, language and timezone preferences, status labels, and default fee come together in one profile — the essentials always within reach.

02

Status Labels

Add meaningful labels to clients for risk, progress, clinical process, and administrative states. Use labels to read your client list faster, filter it, and prioritize your day at a glance.

03

Emergency Contact

Store the emergency contact's name, relationship, and phone number securely in the client profile. Reach the right contact info quickly when it matters most.

04

Pinned Note

Keep the most critical information about a client always visible at the top of the profile. Case formulation, crisis triggers, or custom reminders stay in view before every session.

05

Client Flow

Sessions, notes, goals, and breakthrough moments merge into a single chronological flow. Track the client's process over time and easily see patterns and meaningful changes.

06

Breakthrough Moments

Capture turning points in therapy from sessions, notes, or text snippets. Link these moments to goals so the client's story of change becomes visible across the whole journey.

07

Clinical and Financial Summary

Track a client's clinical process and payment status in one profile. Session stats, goal progress, balance, and the financial summary are visible at a glance, with no page switching.

08

Goal Tracking

Set treatment goals, track progress as a percentage, and document closure when a goal is completed. Every goal becomes a meaningful part of the client's change process.

09

Smart Search and Sort

Search and sort clients by name, appointment date, goal status, balance, or creation date. Even when your list grows to hundreds of clients, reach the right record in seconds.

10

Data Export

Export your client list to CSV or Excel. The filtered view carries over to the file, so you can share, archive, or report on exactly the records you need in an organized way.

11

Lifecycle Management

Manage clients across active, archived, and deleted states. The archive reason and full history are preserved, so you can safely restore any record when a client returns to therapy.

12

Encryption and Data Security

ID information, emergency contact data, and client records are protected with strong security. Store sensitive information safely with KVKK-compliant data management.

In Practice

Use Cases

Real examples from therapists' daily workflows.

After the First Session with a New Client

Create your first session note, complete the client profile, and set initial goals. In the next session, the client's essentials, your first impressions, and planned goals are ready and waiting for you.

Preparing for Supervision

Review the client flow, look over breakthrough moments and goal progress. Walk into supervision not with scattered notes, but with a unified clinical summary of the client's process.

Closing the Process

Document completed goals, write the final session note, and archive the client. From start to closure, the whole process; notes, goals, and key turning points; stays preserved on record.

Common Questions

Frequently Asked Questions About Client Management

Common questions about limits, import, archiving, and data ownership.

Couldn't find your answer?Find all the questions and answers on this topic in the Help Center.Go to the Help Center

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