Practice Management Software for Psychologists and Therapists

Developed in association with psychologists and ethics experts

Designed to meet the ethical requirements regarding record keeping, LePsy is a multilingual software adapted for those who have to monitor their clients’ progress. Being multilingual, the software allows you to print various forms according to your client’s language.
The LePsy software is designed to adapt to your reality… while being very easy to use.
The LePsy software evolves according to its users’ needs. Do not hesitate to let us know us about your specific requests.

Easy to Use

Simplify the way you manage your client files. This software is designed to gather everything you need in one place.



This solution is built with the FileMaker platform. Therefore you can use the software from your Macintosh or Windows computer, and from your iPad.


Pleasant and Elegant

Elegant and easy to use, the graphical interface will simplify your daily management tasks.

You will enjoy using this software!

About the author

It is with great pleasure that I make this record keeping software available to you. Although designed expressly for psychologists, this software is also useful to psychotherapists and all those who must manage their clients according to their professional code of ethics. I am an experienced developer with the FileMaker platform and I built this software with the recommendations of a team of psychologists and experts in business ethics. This is the best of both worlds. I hope you have as much pleasure using this software as I had in designing it!

François Sylvain, INECO inc. – custom FileMaker software development

François Sylvain

FileMaker Developer

Quick Overview

Sorry, the videos are only available in French at the moment. However, the LePsy software is bilingual.

Attention to Detail

Everything to Manage Your Activities

  • Client management
  • Progress note management
  • Report management
  • Personalized form management
  • General note management
  • Secured PDF Forms
  • Expense management
  • Waiting list management
  • Financial and statistical management
  • Full and total optimization
  • Adaptation to your reality
  • Text/Email Reminder
  • Multi-user
  • Multi-establishment
  • iPad version
  • Local and cloud-based usage
  • Appointment Recurrence
  • Secure software

Manage Your Progress Notes… Easily!

  • Simple and secure management system.
  • Compliance with the requirements regarding record keeping.
  • Possibility to manage the prejudicial nature of the progress notes.
  • Possibility to insert documents.
  • Optimum efficiency for text formatting.
  • Tool to navigate between tags while keeping your fingers on the keyboard.
  • Text templates.
  • Automatic insertion of text templates in the initial progress note.
  • Automatic insertion of text templates in the follow-up progress notes.
  • Simple and secure management system.
  • Compliance with the requirements regarding record keeping.
  • Possibility to insert documents.
  • Optimum efficiency for text formatting.
  • Tool to navigate between tags while keeping your fingers on the keyboard.
  • Text templates.

Manage Your Reports… Efficiently!

Tutorials: a Few Videos That Will Help You to Quickly Become Independent

Tariff per type of consultation

Reminder Email – Addition

General documentation – Sending by email

General Documentation

Monthly Subscription

When signing up for a monthly subscription, the amount is automatically charged on your credit card. You can cancel your subscription at any time. The amounts displayed do not include taxes. The monthly fee gives you access to all the licenses required to use the LePsy software. In other words, you don’t have to pay an additional monthly payment for the Claris / FileMaker license. This is included in the monthly rate.


Occasional User

Occasional User Details

The occasional user option is for students and those practising on a part-time basis.

With this subscription, you can:

  • Create 4 clients per month
  • Create 12 progress notes per month
  • Create 4 reports per month

The data is stored locally on your computer.
You are therefore responsible for making backup copies regularly.
Go to the tutorial demonstrating how to make backup copies.


Regular User

Regular User Details

The regular user subscription allows you unlimited uses.

With this subscription, you will be able to create an unlimited number of clients, progress notes and reports.

The data is stored locally on your computer.
You are therefore responsible for making backup copies regularly.

Go to the tutorial demonstrating how to make backup copies.


Cloud User

Cloud User Details

With the cloud, you have all of the functionalities the regular user has and more.

Benefits of the cloud:

  • You can access your data from anywhere.
  • All users can log in and access data simultaneously.
  • Backup copies are automatic.
  • The iPad version, which is only available on the cloud because of backup copies and data protection reasons.

The FileMaker servers that host the LePsy software data are in Beauharnois (Canada) and Roubaix (France). Located in an infrastructure where data security is the priority, these are efficient and secure servers. In addition, SSL encryption ensures the transfer of data between your computer and the server. SSL encryption comes from Sectigo, the world leader in the SSL certificate market.

Contact us to get a quote according to how many users are required.

It is now possible to subscribe to a “Duo” subscription for you and your secretary. This will allow you to access your data at the same time. The rate is CA $ 65 + CA $ 25. Contact me to activate this subscription.

LePsy Software - Version 3

Free update of version 3 of LePsy software.

Before any manipulation, make sure you have a backup copy of your “LePsy” file. The data is stored on your computer. In order to avoid disaster, take a backup immediately.

This update is to install the most recent version of LePsy software. This update is easy to do but improper handling can overwrite your current data. To avoid overwriting your “LePsy” folder, rename it to “LePsy_Ancien”. To perform this update, simply download the version that corresponds to your operating system. Install the software according to the tutorial. The last step is to import your data into this new version. Take the time to watch the following tutorial: See the following tutorial which demonstrates how to import the data into another version of LePsy software.

LePsy version 3 – Mac OS 10.15

LePsy version 3 – Windows 10


A Modern and Pleasant Look

The LePsy software is designed to meet high quality and security standards.


Emphasis on User Experience

Using the LePsy software is fun and easy, to our clients’ satisfaction!


Enhanced Input Option

With our new tool, you can input progress notes and reports while keeping your hands on the keyboard.



The “Preferences” section will allow you to personalize the software to adjust it to your reality.


Macintosh, Windows and iPad

The LePsy software is optimized for Macintosh and Windows computers, as well as iPads.


Flexibility and Progress

As the software evolves to meet your needs, do not hesitate to contact us to tell us about your specific needs!

Revision History

4.01 – January 23, 2020 – Correction
Adjustment in the import process of data from previous versions in order to correct a problem with the display of birthdays.

4.02 – January 25, 2020 – Improvement
Added the possibility to send a personalized form by email.

4.03 – February 4, 2020 – Improvement
Added the detail of the payment on report. Added the possibility to write the file number on the receipt of the assistance program.

4.04 – February 6, 2020 – Correction
Fixed an issue with automatic text template insertion when adding a consultation from the calendar.

4.05 – February 24, 2020 – Correction/Improvement
Fixed a visualization problem when printing a progress note. Addition of a process which updates the signature of a progress note when updating the coordinates.

4.06 – February 24, 2020 – Improvement
Added the ability to quickly filter customers who have an appointment by today’s date. Added an indication for the birthdays of the day in the birthdays viewing button.

4.07 – March 9, 2020 – Correction
Adjusted the process of deleting a consultation via the minimalist calendar in order to eliminate a window closing problem. Adjusted the process of creating a client from the waiting list to correct a title issue on reports.

March 08 – 25, 2020 – Improvements and additions
Preferences: Added the possibility to define if the customer’s address is displayed on the receipt. Customers: Added the possibility of entering a password in order to secure the sending of PDFs. Personalized forms, receipts and account statements are integrated into the secure PDF process. In addition, it is possible to generate a secure PDF for progress notes and reports.

4.09 – April 16, 2020 – Improvements and additions
Minimalist agenda: It is now possible to duplicate an entire week with a single click. It is also possible to create a recurrence directly from the calendar.

4.10 – August 29, 2020 – Improvements and additions
Minimalist agenda: It is now possible to send reminder emails or texts to your customers. These shipments can be done individually or in groups.
Expenses management: By entering the values ​​of taxes, they are calculated automatically.
Customers: It is now possible to remove the automatic formatting in “proper name” in order to be able to enter a name in upper case.
Customers: It is now possible to configure the software to ensure that a file number can be generated automatically from information entered in the customer file.

4.11 – October 3, 2020 – Improvements
Printing of financial forms: Added the possibility of generating a PDF via the header bar. Thanks Catrine for the suggestion!

4.12 – October 10, 2020 – Improvements
Added the ability to send reminder emails directly through an SMTP server.

4.13 – Novembre 26, 2020 – Improvements
Added the ability to configure email content for receipt.  Optimized forms output.

4.14 – Novembre 30, 2020 – Improvements and correction
Added the possibility of configuring the display of  “Unpaid” mention on the agenda. Adjusted the process of transferring a client from the waiting list to the client list in order to correct a problem with the user details.

4.15 – December 8, 2020 – Improvements
Added the ability to configure the subject of receipt and reminder emails. Added the ability to select the items that appear on the printed form of the agenda.

4.16 – December 15, 2020 – Improvements
Added the possibility of inserting a LOGO for additional business places. Also, it is now possible to generate an invoice number for each business location.

4.17 – Decemer 16, 2020 – Improvements
Added the ability to insert a Zoom, web or other details link in reminder emails.

4.18 – December 23, 2020 – Improvements
Added the possibility of configuring the presence of the file opening date on the forms for printing progress notes and reports.

4.19 – March 8, 2021 – Improvements
Added the ability to encode a sequential number to the file number generation process.
Added a “blue” color to the progress notes states. This state makes it possible to exit the consultation of the statement but to continue to appear on the statements of account.
Added the possibility to select the speaker in the calendar. This option is for group use of LePsy software.
Added the display of statistics of your data via graphs.
Added the possibility of configuring a customer so that cash receipts are done automatically.
Added the ability to print batch receipts from the calendar.
Added the possibility of numbering a text template so that it is inserted automatically in the X consultation.
Added a “Supervised” box to progress notes.
Added a button that allows to export personal expenses in an EXCEL file.

4.20 – April 8, 2021 – Improvements
Added the ability to configure custom tags for text templates.
Added the ability to display your signature on personalized forms.
Added the possibility to print the duration of the consultation on the receipt.

4.21 – July 6, 2021 – Improvements
Added the ability to display the note from the “Details” tab of the customer on the agenda.

4.22 – October 1, 2021 – Improvements
Added the possibility of centralizing your general documents in the LePsy software.
Added the possibility to automatically save your progress notes during writing.

The software evolves according to your requests!  Do not hesitate to send us your ideas and suggestions.

Data Privacy Policy

Data privacy policy and data ownership.

By using LePsy software, you are the owner of your data. At any time, it is possible to export your data via the functions provided in the software.

In the event of cancellation of the “Cloud” subscription, it is possible and free to recover your data. In this event, I simply close your file on the server and send it to you. The operation is comparable to sending a Word document. The software will therefore become usable “locally”. However, the FileMaker license will be required to operate everything. This is due to the abandonment of the Runtime of the FileMaker platform. You can see the details of quitting Runtime on the website.

Compared to other FileMaker solutions, LePsy software is protected by a dual authentication process. The structure of the software is thus protected. Some data is encrypted and only accessible by the user.

The only purpose of hosting data on a server is to give the user access to their data via the computer or via an iPad.

The LePsy software team does not collect data from your LePsy software at any time and for any consideration.

Whatever the reason, the third party or the objective, no data collection is made without the knowledge or not of the user.

In order to protect data following a server failure, backup copies are made several times a day.

The software remains handcrafted software but everything is in place to ensure data protection.

Download – Practice Management Software

You are invited to download a trial version of the LePsy software. With this free trial, you have access to all of the functionalities of the software for 30 days. After the trial period, you will need to sign up for a monthly subscription if you wish to continue using the LePsy software.

Step 1

You must download FileMaker by clicking the button that corresponds to your operating system.

Step 2

You must download LePsyV4 App by clicking on next button.

Need Help?

Watch the installation tutorial.  You can also contact me for assistance.

Practice management software for psychologists for Macintosh, Windows and iPad


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Previous Version

Your previous version of LePsy software will be working as long as it is compatible with your operating system. The V4 update is totally optional.  That being said, it is quite possible that you will need a new version of LePsy Software when you update your operating system.

The version 4 of LePsy software contains 96% of existing users demands.  Do not hesitate communicating with us your suggestions or comments. The software evolves by users needs.

If you already own a prior version of LePsy Software and want to upgrade to version 4, you will receive a 50% discount for the first 4 months of the subscription. The importation of your data to the version 4 will trigger your discount.

Click here to see how to import your data in version 4: LePsy version 4 – Importing data

Frequently Asked Questions