# Guides and client handouts for therapists in private practice

Therapists in private practice use Chapbook to write general education: a guide for people deciding whether to start therapy, a psychoeducation handout, a booklet for referrers. It is a writing and typesetting tool, not a clinical one. It gives no clinical advice, no client information belongs in it, and every word, along with your licensing and privacy duties, stays yours to review.

Last reviewed 30 October 2026. Web page: https://chapbook.ink/for/therapists/

## What therapists make with Chapbook

- Lead magnet: A guide for people deciding whether to start: what a first session is like and what to ask a therapist. It is general information, and it never describes a client.
- Workbook: General psychoeducation you assign and explain yourself, such as a worksheet for noticing sleep habits. It supports your work and does not replace your clinical judgment.
- Brochure: A short booklet for referrers such as doctors and school counselors: who you see, how to refer, and your waitlist and fee policy as you state them.

## Made with Chapbook: The Welcome Sequence

The Welcome Sequence: Seven emails that turn a subscriber into a reader, by Dana Okafor. Lead magnet, 3,626 words, 17 pages. A sample generated from one brief and exported unedited; it is not a customer's book. Read every page: https://chapbook.ink/examples/newsletter/

The brief:

> A seven-email welcome sequence for a new newsletter: what each email does, what to write, and when to send it. Promise: By the end you have a complete seven-email welcome sequence drafted, with a send schedule. Reader: Someone with fewer than a thousand subscribers who writes the newsletter themselves. Voice: Second person, warm and direct, worked examples with fictional newsletters, no invented open-rate statistics.

The outline the planner proposed:

1. Introduction (282 words)
2. Email 1: The one they actually open (681 words)
3. Emails 2 and 3: Who you are and what to expect (729 words)
4. Emails 4 and 5: Your best two pieces, reframed (669 words)
5. Emails 6 and 7: The ask, and the door left open (743 words)
6. The schedule and the template (478 words)

## What stays with you

Say this first, because it matters most. Chapbook is not a clinical tool and has no clinical reviewer. It can draft a confident paragraph about a technique that is wrong, out of date or wrong for your reader, and its read-through won’t catch that as a clinician would. You review every sentence, and your license, your professional code and your state’s rules apply to the book as they apply to your website.

That includes testimonials and client stories, and what you say about outcomes. Check what your board and your code allow before you add any of them. We don’t add disclaimers, crisis information or a statement of your credentials for you. If a book touches on anything urgent, add the crisis resources that fit your readers’ country yourself, and put them where a reader in trouble will see them.

## “Can I use this without risking client privacy?”

Only if no client information goes in. That means no notes, no intake forms and no “a client of mine, a 42-year-old teacher.” What you type and upload is sent to the AI providers named in the [privacy policy](/privacy/) to do the work, and there is no business associate agreement. If HIPAA applies to you, [its rules](https://www.law.cornell.edu/cfr/text/45/164.502) expect a written agreement with a vendor before it handles protected health information for you, so the plain answer is to keep that information out.

A client list is the same. Don’t import one to promote a book: [HIPAA generally requires authorization](https://www.law.cornell.edu/cfr/text/45/164.508) to use protected health information for marketing, with narrow exceptions. A book page’s sign-up list is also not a chart. Its form takes only a name and an email address, and tags and notes on a reader should never hold anything clinical. Bear in mind that someone signing up for a book about panic has told you something about themselves. Choose your topic, and what your follow-up email assumes, with that in mind.

## “It will sound like a wellness blog.”

It might, unless you steer it. Add two or three pieces you wrote yourself as voice samples, name the words you never use in the brief, and rewrite the outline until it reflects how you actually explain things. Every later change the assistant proposes is a suggestion you accept or reject. You can also decide what you tell readers about how the book was made. Nothing in Chapbook will decide that for you.

## The sample on this page

The Welcome Sequence is a lead magnet about something else entirely: seven emails for a new newsletter. We show it because a reader-first guide takes the same shape, with short sections, second person and no statistics. It was generated from one brief and exported without editing, and it is not a therapist’s book. The brief beside this text starts one, and it asks for general information only.

## What it does not do

Chapbook does not diagnose, screen, keep clinical records, take bookings or bill insurance. It doesn’t review a book for clinical accuracy or compliance, and it doesn’t email anyone on your list. It writes nonfiction in English, Spanish, German, French, Portuguese (Brazil), Italian and Dutch.

## A brief for therapists

> A short guide for someone thinking about starting therapy for the first time: how to tell whether it might help, how to choose a therapist, what usually happens in a first session, and what to ask about fees and scheduling. Promise: the reader knows what to expect and what to ask before they book. Reader: an adult who has been meaning to look for a therapist for months and feels unsure where to begin. Voice: second person, warm and unhurried, no jargon. General information only: no diagnosis, no treatment advice, no promised outcomes, no client stories, no invented statistics.

Open it in Chapbook: https://chapbook.ink/start/?type=lead_magnet&topic=A+short+guide+for+someone+thinking+about+starting+therapy+for+the+first+time%3A+how+to+tell+whether+it+might+help%2C+how+to+choose+a+therapist%2C+what+usually+happens+in+a+first+session%2C+and+what+to+ask+about+fees+and+scheduling.+Promise%3A+the+reader+knows+what+to+expect+and+what+to+ask+before+they+book.+Reader%3A+an+adult+who+has+been+meaning+to+look+for+a+therapist+for+months+and+feels+unsure+where+to+begin.+Voice%3A+second+person%2C+warm+and+unhurried%2C+no+jargon.+General+information+only%3A+no+diagnosis%2C+no+treatment+advice%2C+no+promised+outcomes%2C+no+client+stories%2C+no+invented+statistics.&ref=for-therapists

## Questions

### Does Chapbook give clinical or mental health advice?

No. Chapbook is a writing and typesetting tool. It does not diagnose, treat or review clinical content. Its drafts can be wrong, so a licensed professional has to check anything about symptoms, techniques or treatment before it reaches a reader.

### Can I put client notes or session details into Chapbook?

No. Chapbook sends your brief, sources and manuscript to AI providers, and its privacy policy tells you not to include sensitive personal data about yourself or others. Leave out anything that could identify a client, including disguised case details.

### Is Chapbook HIPAA compliant?

Chapbook is not built to handle protected health information and offers no business associate agreement. Use it only for general material that contains no information about any client or patient.

### Can a sign-up form on a therapist's book page ask about symptoms?

No. A Chapbook book page may not collect sensitive personal data, and its form asks only for a name and an email address. Keep clinical questions to your intake process.

### Who is responsible for compliance review of a therapist's book?

You are. Chapbook does not check a book against your license, your professional code, state law or HIPAA, and nothing on this page is legal advice. Have anyone you would normally consult read it before you publish.

## Sources

- [45 CFR 164.502(e), disclosures to business associates (Cornell LII, read 30 October 2026)](https://www.law.cornell.edu/cfr/text/45/164.502)
- [HHS, Business Associates FAQs (read 31 October 2026)](https://www.hhs.gov/hipaa/for-professionals/privacy/guidance/business-associates/index.html)
- [45 CFR 164.508(a)(3), authorization for marketing (Cornell LII, read 30 October 2026)](https://www.law.cornell.edu/cfr/text/45/164.508)
- [HHS, HIPAA guidance on marketing (read 31 October 2026)](https://www.hhs.gov/hipaa/for-professionals/privacy/guidance/marketing/index.html)
