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Psychology & Therapy Practice Legal Essentials

Contracts, Policies and Processes

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  • Create a fulfilling practice

  • See your clients with confidence

  • Live your values

Starting out in private practice?

Stressed about the legalities of your practice?

Feeling overwhelmed by all things data protection?

Convinced you are going to do something wrong, breach GDPR (UK data protection law) and end up in prison?

Never fear, the legal stuff is actually a pretty helpful framework to help us provide good quality, safe practice for our clients.

But you didn’t become a mental health professional to spend hours reading up on data protection law or setting up GDPR compliant systems and processes. 

You want to run your practice with confidence that your policies and contracts have got your back should anything go wrong, like a complaint from a rogue client or a dispute over fees. But you don’t want to become a lawyer yourself.

Sign Up Now for £495 +VAT

That is why I pulled together the dream team

Clare Veal from Aubergine Legal

Clare Veal

from Aubergine Legal

Anna Bunch

Anna Bunch

From Psych VA

Dr Rosie Gilderthorp Clinical Psychologist and Founder of Psychology Business School

Dr Rosie Gilderthorp

Clinical Psychologist and Founder of Psychology Business School

To create a package that takes away the stress and confusion of setting up your practice legally and getting your data protection right.

In this pack you'll find:

Legal Training

Legal training from Clare Veal, commercial lawyer so you understand your obligations and how to operate in a GDPR compliant way from day one.

A person checking legal documents
Rosie delivering training

Processes Training and Templates

Perfect processes training and templates from Anna Bunch so you don’t have to do any thinking. Plug in the systems Anna and I developed together and you have a GDPR compliant practice minus the stress.

Legal Documents

Templates for all the legal documents you need including:

  • Welcome guide to help you navigate the pack and get started with confidence

  • Easy-to-follow guidance documents and checklists covering safeguarding, AI, GDPR and data retention periods, launching a website and cookies, in simple terms

  • Therapy Terms Template

  • ASD and ADHD Assessments Insert for neurodiversity assessments

  • EMDR Informed consent for therapy and consent form for recording sessions

  • Client consents - consent to therapy, health data consents, and AI usage consent

  • A comprehensive privacy policy (online and offline versions)

  • Website documents including terms and conditions, and a cookie policy

  • Data protection compliance templates including impact assessment, record of processing activities, and Appropriate Policy Document

  • Supervision contract so you can offer supervision to other clinicians

  • A contract to use when you hire a Virtual Assistant

I created this to give you peace of mind because you really don’t need to worry about this stuff once you have the right advice from experts

Sign Up Now for £495 +VAT

FAQs

  • Can’t I just copy and paste someone else’s therapy contract?

    You could… But that would be stealing the intellectual property of the lawyer that created them. At PBS we are all about getting paid well and given the respect we deserve for the work that we do. That is what I want for you and that is also what I want for lawyer friends. SO don’t do that, it’s a bad look. Also, when we copy and paste we tend to do it without really understanding the clauses in the contract and that leaves us vulnerable to invalidating it. For example, your ts and cs aren’t worth very much if they don’t link to a robust privacy policy. I may have learned the hard way that it is very difficult to enforce your terms when they weren’t legally binding in the first place.

  •  How long do I get access to the pack for?

    When you purchase you will receive a log in to the Kajabi platform and you will have access for as long as we continue to host the product. Each year Clare makes updates to the contracts and those updates are automatically passed on to you so you will always have the most up to date versions in your Kajabi portal. If we ever decide to stop hosting the product we will make sure you can access your documents in a different way so you don’t lose anything you have paid for.

  • Do you offer refunds if I change my mind?

    We are not able to offer refunds

Testimonials

I bought the legal pack because I was worried about not having legally sound contracts with my clients. Now my terms and conditions are clear and consistent across every client relationship. Do it immediately – you won’t regret it!

“I was setting up a new small scale practice and just felt overwhelmed by all I didn’t know and where to get started working through the back up processes for going it alone. The Legal Essentials absolutely helps to cut through the tough stuff, make your practice feel packaged, manageable and sets out a clear step by step pathway to get your systems properly set up. I went from a vague, stressful “I hope this is ok” to feeling competent, covered and free to focus on the therapy. This was one of the key catalysts in me being able to move forward and not slump to the ground against the seemingly complex and overwhelming hurdles of legality and data protection.”

“Absolutely recommend these, having clear contractual documents protects both you and your client, which I knew I needed but the legal stuff isn’t my strong point. Our practice was becoming more and more digital so I wanted to ensure I had everything in place that was required for GDPR. I feel much more confident and professional about things. I haven’t needed every document in the pack yet, but it’s nice to know it’s there when I do.”

“I’d advise everyone to get help with the legal side of things. I primarily needed help with my website and digital sales policies and now feel genuinely confident that I have the right policies in place. It’s so helpful to have structured templates that have been properly devised by legal professionals.”

“I’d been in private practice through an agency for a long time, where I felt protected, so wanted to ensure I had a robust foundation when going it on my own for the first time. I knew what I needed but didn’t know where to start. The Legal Essentials and Business Growth Pack gave me a solid, comprehensive foundation. I still sometimes feel a little apprehensive using longer agreements, but not a single client has raised it as an issue, with some commenting on how professional it looks. I strongly recommend these templates to ensure you and your clients are protected. For example, I didn’t know there needed to be additional consent for holding some information and now have this in my agreement. The videos and supporting documents are really helpful, and Rosie and Clare have been brilliant.”

“I have not worked in private practice before and felt stuck in moving this forwards. I was anxious about getting the legal stuff and processes correct and had no idea about marketing etc. Before starting I felt isolated in this endeavour. It has certainly helped me to move forwards. I know so much more about different options for private practice, the practicalities and ways to gain clients. It has connected me with others doing similar things which is important to me. It has helped me to consider options which I would not have thought of otherwise.”

Let's create your peace of mind

Join us to create an efficient and compliant practice

Sign Up Now for £495 +VAT
  • Create a fulfilling practice

  • See your clients with confidence

  • Live your values