Prepare your Client Intake Registration using the included template.
Counsellor
Counsellor Business Documents — Essential
See all 4 previews- 5 starter PDF business-record templates for Counsellor businesses
- Includes Client Intake Registration, Counselling Agreement Contract and Informed Consent, plus 2 more
- PDF + fillable header · Instant access
Real-world example
Look inside before you buy.
Pages from the Counsellor Business Documents — Essential.
5 starter business-record templates for Counsellor businesses, supplied as PDFs with a fillable business-name header. Add your business name, then print the remaining fields to complete by hand or save a flat copy. The exact delivered-file list is shown on this page. These practical templates do not provide legal, clinical or regulatory advice or certification, and do not replace any official records your work requires.
These practical templates do not provide legal, clinical or regulatory advice or certification, and do not replace any official records your work requires.
Price£5.99
Preview pages
Preview what's inside
In the pack
What's included
- Client Intake Registration
- Counselling Agreement Contract
- Informed Consent
- Confidentiality Agreement
- Privacy Notice GDPR
Preview pages

Who it's for
Who this counselling pack is for
The Essential pack covers the first conversation with a new client: intake and registration, the counselling agreement, informed consent, a confidentiality agreement and a privacy notice, 5 templates in all.
- Counsellors and psychotherapists in private practice, seeing clients in person, online or both.
- Practitioners moving from an agency or employer into their own practice who want a contract, consent and notes framework from the first client.
- Counsellors who want cancellations, referrals, supervision and endings recorded the same way for every client.
Made for the work
Put this product to work.
Choose the included record that fits the task, add the details for your business and check the finished copy before using it. The contents listed above apply to this tier.
Start with a task such as:
Prepare your Counselling Agreement Contract using the included template.
Prepare your Informed Consent using the included template.
Compare the tiers
How the tiers compare
Document contents vary by tier. Check each tier's exact count and included list, as well as its personalisation and editing options. Pick the format that fits how you want to work.
Scroll sideways to compare tiers.
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Essential
£5.99
5 distinct form types
Premium
£19.99
16 distinct form types
- Instant download
- Built in the UK
- One-time purchase
- Secure checkout
- Refund policy
- Support by email
Frequently Asked Questions
How do I receive Business Documents — Essential?
After payment, look for your LaunchKit download email in the inbox you used at checkout. Open its link to your download page and download the files listed for your order. You'll receive a ZIP of PDF forms — each with a fillable business-name header. Print and complete by hand, or save as a flat PDF. Keep a copy of your downloaded files. If the email is missing or a link is not working, check your spam or junk folder, then contact hello@yourlaunchkit.co.uk with your checkout email address and order number, if you have it, for help recovering your files.
Can I edit these files?
Supplied as PDFs with a fillable business-name header. The rest of each form is designed to print or save as a flat PDF. For fully editable Word files (logo + body text) and the fill-online HTML bundle, choose Premium.
Is this legal or tax advice?
No. LaunchKit templates are practical business resources. Review against your own circumstances and check suitability for your business.
Should I start with Essential or Premium counselling documents?
Essential gives you the 5 forms for taking on a client. Premium has 16 templates in all and adds the working records: session notes, a risk assessment, a safeguarding disclosure form, referral and supervision records and an end of therapy summary.
Do these replace my professional body's guidance?
No. They are templates you adapt, not legal or clinical advice. Check them against your professional body's ethical framework and, for client records, the ICO's guidance for small organisations.
Useful next steps
Useful guides for your business.
Contracting and fees for counsellors: the commercial side of private practice
Many UK counsellors in private practice set their fees once and never revisit them, carry no written contract, and handle the money conversation awkwardly because training rarely covers it. The…
Read the guide →How to Start a Counselling Practice in the UK
A UK guide to starting a private counselling practice: training, supervision, insurance, contracts, records, safeguarding and HMRC basics.
Read the guide →Essential business documents every UK counsellor should have ready
A self-employed UK counsellor needs roughly eight core documents to run a professional, defensible private practice: a client contracting document, a signed therapeutic agreement, a session record or…
Read the guide →Why LaunchKit
Built for the business you actually run.
Every counsellor pack is checked so its page says exactly what format you get and what each tier includes. Templates are practical resources, not legal or tax advice — review against your own circumstances before use.