Providers

Provider tools built from the products we actually ship

Umbrella now serves care providers through practical, narrower offers: therapist-recommended Smart CBT journaling, Therapy Forms for structured worksheets and paperwork, and privacy-first pilots for universities or organizations.

  • Between-session support without exposing private client or student entries.
  • Real product surface already in the codebase: forms, scoring, exports, PDF tools, and guided reflection.
  • Clear organization boundary: aggregate reporting for sponsors, not transcript access.

Therapy Forms

Forms-first workflow for intake, homework, screeners, consent, signatures, and export.

Umbrella and Smart CBT

Private journaling, thought records, and guided reflection you can recommend between sessions.

University pilots

One topic, one cohort, one review point, with aggregate reporting only and no access to private reflections.

What the stack already supports

The strongest provider story in this codebase is not a vague all-in-one platform pitch. It is a set of focused workflows built from real app surfaces that already exist.

Guided journaling and Smart CBT

Daily journaling, thought records, distortion review, and reflection history support between-session work for individual clients.

Forms and worksheet capture

Custom form creation, worksheet scanning, and AI-assisted layout generation make Therapy Forms a real forms-first product, not just a concept page.

Scoring, export, and PDF tools

Built-in scoring summaries, PDF and CSV export, PDF conversion, and signature workflows make outputs easier to use in real care delivery.

Privacy and rollout surfaces

Security, privacy, SSO, and organization pages already exist, which makes it easier to support campus, workplace, and clinical conversations.

Choose your path

The right provider entry point depends on the buyer. The offers below match the current business plans more closely than a generic provider pitch.

Therapists

CBT therapists

Recommend Umbrella or Smart CBT when you want private thought work and reflection between visits without replacing your current practice tools.

Practices

Clinics and practices

Lead with Therapy Forms when the workflow is intake, homework, screening, consent, signatures, and export-ready outputs.

Universities

Universities

Campus fit is strongest as a narrow, privacy-first student support pilot around one defined topic and one cohort.

Employers

Workplaces

Workplace rollouts fit when organizations want low-friction private reflection tools that complement existing wellbeing support.

Detailed provider fit

These paths are based on the app surfaces already present in Umbrella, Therapy Forms, and Ella, plus the current business plan focus on narrower wedges.

For solo therapists and counselors

Therapist-recommended client support

Umbrella and Smart CBT work best as a private companion you recommend to clients between sessions. The value is structured reflection, thought work, and better homework follow-through, not another heavy admin system.

  • Useful for journaling, thought records, reframes, exposure prep, and quick check-ins.
  • Client entries stay private unless the client chooses to export or share selected outputs.
  • Best when you want better between-session structure without replacing your scheduling or notes stack.
For clinics, private practices, and worksheet-heavy care

Therapy Forms is the clearest professional wedge

The strongest B2B workflow in the codebase is Therapy Forms: a therapist-paid product for intake, homework, screening, consent, signatures, and pre-session preparation.

  • Custom form builder, worksheet scan and photo-to-form, fill flows, scoring summaries, PDF tools, and export are already in the app surface.
  • The business model is therapist-paid SaaS, with the clinician paying for the workflow and the client participating through that workflow.
  • Best first buyer is the solo therapist or small practice that hates chasing PDFs, forms, and homework before session.
For student wellness and campus support teams

University fit is a narrow pilot, not a broad platform rollout

The cleanest campus story is a defined pilot around one issue, such as exam stress, transition overwhelm, or burnout. That keeps the launch small, practical, and easy to evaluate.

  • Students use private guided reflection and structured check-ins.
  • Campuses get aggregate reporting, invited and activated counts, and pilot recap, not private journal entries or conversation transcripts.
  • Best fit teams are student wellness, counseling centers, student affairs, and wellbeing programs.
For HR, benefits, and employee wellbeing teams

Workplace rollouts work when privacy is non-negotiable

Workplace use should stay simple: private reflection tools that support clarity and stress management while complementing existing EAP, coaching, or wellbeing programs.

  • Employees keep their entries private by default.
  • Organizations can evaluate rollout through adoption trends and program reporting instead of personal content access.
  • Best for teams that want a low-lift launch surface, optional SSO, and a practical support layer rather than a clinical platform replacement.

How the offer is packaged

The business plans point to focused packaging, not one giant provider suite. That makes the story easier to buy and easier to ship well.

Therapy Forms

Therapist-paid workflow software for intake, homework, screening, consent, signatures, and session-ready exports.

Umbrella and Smart CBT

Client-facing journaling and thought-work companion you can recommend for structured reflection between sessions.

Campus pilots

One topic, one cohort, one short pilot window, and one review point, with aggregate reporting only.

Provider resources

Use these pages when security, rollout, pricing, and evidence questions come up in a sales or procurement conversation.

Security and privacy

High-level security, privacy, and data-boundary information for organizations and clinical buyers.

Organization rollout

Business landing pages, workplace framing, and university messaging for sponsored or partner-led access.

Research and clinical framing

Research references, science pages, and therapist-facing context for CBT-informed positioning.

Talk to the team

Use the sales form when you want to discuss a therapist workflow, practice pilot, campus pilot, or workplace rollout.

Start with the right wedge

If you are a therapist or practice, the strongest conversation is Therapy Forms plus therapist-recommended client support. If you are a university, keep the first offer narrow and privacy-first. If you are a workplace, keep the rollout simple and keep employee reflections private.

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