CliniForm vs EdgeCase Equalizer

CliniForm combines bookings, client records, forms, treatment notes, communication, payments, and practice management in one platform. It is aimed at independent wellbeing professionals and small teams such as therapists, trainers, beauticians, and clinic owners. Clients can book online, while the smart calendar manages availability, practitioners, rooms, and appointments. Consultation and consent forms support digital signatures and treatment-plan consent workflows. Client records can include consultations, risks, treatment history, SOAP notes, payments, and progress. A unified inbox links SMS, email, and WhatsApp conversations to client records; messaging usage charges may apply separately. Listed integrations include Google Drive, OneDrive, Dropbox, Make, Zapier, WordPress, and WhatsApp Business. CliniForm also provides a REST API and webhooks, with practice-scoped API keys on Team and Enterprise plans. The company says data is hosted in the UK and clinical files are encrypted with AES-256. The Free plan allows up to five active clients. Pro costs £24.99 per month, or £19.99/month when paid annually; payment processing and messaging charges are separate.

EdgeCase Equalizer is free, open-source practice management software for solo therapists who want local control of their records and tools. Client files combine sessions, communications, absences, items, and uploads in timelines with full edit histories. Billing handles per-client fees, sliding scales, guardian splits, couples and family therapy, statements, partial payments, and write-offs. Income and expenses can be recorded with receipts and category reports. An optional local AI scribe drafts or edits session notes while session content stays on the computer. Data is stored in encrypted SQLite with encrypted attachments; backups can remain local or sync to a cloud folder, and restoration is available from the login screen. Appointments export as .ics or can be added to Apple Calendar. It runs on macOS and Linux, with source for Python 3.11+ on any platform, and is licensed AGPL-3.0.