About Us

Complete, comprehensive, easy-to-use and access Client Management System in the palm of your hand. This unique ground-breaking software is designed by a practising Counsellor and Psychotherapist. He became convinced there was a better and easier way to manage client casework, appointments and the busy schedules of his practitioners and therapists.

Case Safe has blazed a trail for others to follow in this complex operating environment. Secure and accessible record-keeping is quick and easy for those with even the most demanding caseloads.

But you don’t need to be a trained psychotherapist to get the benefit.

Case Safe is perfect for professionals and practitioners in almost any business, including personal trainers, social workers, therapists, solicitors, accountants, engineers…anyone who has similar data security and record-keeping needs.

Finally! A system to safeguard your client data without compromising on simplicity of access.

We understand that practitioners and other professionals are more mobile than ever before. Case Safe seamlessly meets the increasing need for information ‘on the go’. With security issues always a major concern today, the Case Safe system gives both you and your clients or staff cast iron confidence and peace of mind.

Why Choose Us


  • Accessible anywhere in the world
  • 24/7/365 – anytime
  • Usable on any device


  • Flexible plans
  • Price match guarantee
  • If you find it cheaper, we’ll match it and discount your package by 10% FOREVER


  • Record and change appointments
  • Create invoices
  • Record expenses (and attach scans/photos)
  • Maintain CPD log
  • Manage waiting lists


  • 256-bit encryption
  • Automated remote backups
  • Instant device wipe if compromised
  • Two-factor authentication (2FA) included