Know where each new client came from, and which request became one.
Built for a therapist or counselor in private practice, whoever runs the marketing. TruLata reads your Google accounts, your Business Profile and the consultation requests from your own site's forms, runs the watching and the drafting on a schedule while you are in session, and shows you which request became a first session.

Is this built for a therapy private practice?
Yes. It is built for a therapist or counselor in private practice who sees clients in an office, by telehealth or both, and a practice that has grown to several clinicians fits the same way. The marketing may be the therapist's own, done between sessions or after the last client of the evening, and a practice with an admin or a marketer on staff gets the same screen. The search, the ads, the content and the counting run on a schedule whether anyone had time this week, every consultation request is counted from your own site, and one screen shows what happened and what it cost.
Choosing a therapist is personal, and a client takes the time to get it right. They search on a phone or read a directory listing, open your website, and read the about page for the way you work: whether you see individuals, couples, families or teens, whether you offer telehealth, and whether you take their insurance or work private pay. Then they ask for a consultation, a short call to see whether the fit is right before a first session is booked. The page the request was sent from is recorded with it, and the screen shows that page beside the request.
Requests reach a practice by more than one road. A directory profile sends some readers to your website and some messages to your inbox, a search sends them to your site, and a colleague's referral arrives as a name. A request from your own site's form is yours alone, written to your lead sheet the moment it lands, and it is the kind the Leads view counts. So the screen puts each consultation request in front of you the day it lands, with the page it came from one click away, and asks one question when you are done with it: what did it become.
- Search, or read a directory listingOn a phone, for the kind of therapy and the place
- Read your about pageThe way you work, and whether you see individuals, couples, families or teens
- Check the practical fitTelehealth or the office, their insurance or private pay
- Ask for a consultationWritten to your lead sheet the moment it lands, yours alone

Choosing a therapist is personal.
What does the screen read for a therapy practice?
It leads with consultation requests. When someone fills in the consultation form on your site, the form handler appends the row to a lead sheet server-side and emails you, and the Leads view reads that sheet newest first. Where your form asks for the kind of therapy, office or telehealth, and insurance or private pay, the answers are written to the sheet with the rest of the submission and read on the row. Keep the form to scheduling details: the screen needs the request, not the reason for it. Mark each request from the screen, contacted, quoted, won or lost, or not a lead with the reason, and the mark stays on the row. Won is the client who came to a first session.
Google Analytics 4 gives sessions, where they came from, which pages were read and the key events you count as a request, hours behind during the day. A visit that arrived from a directory profile or a colleague's website shows as its own referral source, so you can see whether a directory listing sends readers to your about page. Search Console gives the queries you appeared for, impressions, clicks and average position, two to three days behind; for a practice those queries are the kind of therapy and the place, a therapist near me, couples counseling, online therapy in your state, a counselor who takes a named plan, and the positions are Search Console's own averages, not a rank tracker. Google Business Profile gives rating, reviews and listing performance through a manager invitation you can revoke, and Google Ads gives spend, conversions and cost per conversion by campaign, with a watch on the account's change history every morning at 7:05 Eastern.
Where your practice runs on a CRM or booking platform, the Jobs view reads what it records live, and shows a coming-soon card rather than a number until the data is trustworthy. Every source here is a marketing or lead record. Client records, session notes and billing stay in your practice-management or EHR system today; a source with an API can be connected during setup. Card data is never read. Your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them, so a message a directory sends to your email counts where your CRM records it. A phone lead counts the same way, and a call-tracking platform with an API is connected during setup where you run one. The page loads last night's snapshot the moment you open it, pulls live numbers behind it when that snapshot is older than five minutes, and stamps the header with how old the data is.

What runs while you are in session, and what waits for a person?
Your Google Ads account is watched every morning. At 7:05 Eastern the ads change watch reads the account's change history and its user list, sets our own writes and routine noise aside, and raises a material change made by anyone else the same morning, including a recommendation Google applied on its own. A setting switched on under any login, or a new address given access to the account, reaches the team the next morning rather than at the end of the month. Where we manage your search campaigns on all tiers, a budget or bid change is made within the limits set for your engagement and lands in your account's own change history, so opening spend when your schedule has room and easing it when your caseload is full are decisions with a record behind them.
On Launch, Growth and Command, the content engine researches and drafts, on your cadence, the articles a client reads before reaching out: what happens in a first session, how to tell whether a therapist is a good fit, how private pay and out-of-network reimbursement work, what couples counseling involves. Each topic passes a demand gate on real search volume and what already occupies the result page, the research cites current sources, the dedupe reads the titles already published on your site, and each piece is filed as a Google Doc in your Drive with a featured image. Auto-publish is a per-client setting and approval is optional, which matters when you want every sentence in your own voice before it goes out. On Growth and Command, Meta ads run alongside search.
On Command, the outbound engine sources prospects weekly to the target profile set with you, which for a practice is the people who refer: primary care and pediatric offices, school counselors, family law and mediation practices, and the employee assistance programs of nearby employers. It finds a deliverable address for each one or routes it to a contact-form path and drafts an introduction into a review-first queue; a person releases each email, or the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time. Replies are classified and shown, and not-interested or bounced addresses are suppressed from further sends.
Every day at 7:20 Eastern, where your forms feed the sheet, the lead watch runs five checks across the sheet, GA4 and Ads, so a dead tag, a blind ad account or a consultation form that stopped submitting is flagged the next day rather than at the end of the quarter. Every night at 12:01 Central a fallback snapshot is baked, and a failed pull leaves the previous page up. What stays with a person is the judgement: the limits on spend, and anything that answers a client. A content piece with auto-publish off waits as a draft until you approve it, and appointment reminders and messages to current clients stay with your practice software today. From the screen you can set a lead outcome, request a website change, and request a content, keyword, category or targeting change; each lands with the team as a logged ticket, and the engine's writes to your ad accounts and your site go through their APIs and land in each account's own change history.
While you are in session
- Ads change watchReads your account's change history and user list, and raises material changes the same morning
- Lead watchFive checks across your form sheet, GA4 and Ads
- Content draftsFirst-session and fit questions, filed in your Drive, on Launch, Growth and Command
- Referral sourcesPrimary care and pediatric offices, school counselors, on Command
- Fallback snapshotBaked nightly, so a failed pull leaves the previous page up
What stays with a person is the judgement: the limits on spend, and anything that answers a client.
Can I see it before anyone contacts my practice?
Yes. Open the demo at demo.trulata.com. It opens with your name and email, and the follow-up is an email, not a call. It runs on a fictional company called Meridian, every number in it is illustrative, and it is the same engine code every client dashboard runs. Open the Leads view, the Google Ads view and the search view, and you are looking at the screen a practice gets, with your sources in place of Meridian's.
Then read it against your own practice. You see clients in an office or by telehealth, they find you through a search, a directory or a colleague, and someone carries the marketing between sessions. That is the practice the product is built for, a solo practice or a group of clinicians. Part of it runs on your own numbers during setup: the first pull, the answer-engine baseline and the ads watch run on your accounts in the first two weeks, before most of the engines are switched on. If you want the work done as a service rather than run as a system, the services side is the other door.
Read the search view the way it is built. Ranking is not earning, and a position there is Search Console's average for that query rather than a rank tracker's guess. A position is not a first session on the calendar. That is why the screen puts the consultation requests your own forms took beside the queries that earned them, and why proving which dollar made the phone ring starts from your own records.

Which tier fits a therapy practice?
Starter includes the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. The content engine runs on Launch, Growth and Command. Meta ads run on Growth and Command. The outbound engine, the one that sources referring offices, runs on Command. Command adds the outbound engine, ad creatives and your full marketing team, always on, is scoped per engagement and carries no number on this site.
Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command, so the practice owner and an admin each sign in with their own seat. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month with nothing metered, and an annual commitment takes twenty to twenty-five percent off the monthly. The pricing page carries the same figures.
Which engine runs on which tier
- Content engineLaunch, Growth and Command
- Meta adsGrowth and Command
- Outbound engine, for referring officesCommand
- Seats, one for the owner and one for an adminthree on Starter, three on Launch, ten on Growth and unlimited on Command
Can your team run it for my practice?
Yes. Command adds the outbound engine, ad creatives and your full marketing team, always on, scoped per engagement, and the managed strategy retainer sits on top of any tier with strategy, optimization and the approvals on our side, scoped with you. Every change we make lands in your account's own change history, which the same 7:05 Eastern watch reads and sorts as ours. The evening marketing work comes off your desk. The managed page covers both.
TruLata is also a marketing services firm, and the software sits beside that work. If you want the work done as a service rather than run as a system, local services marketing is the hub, with search and paid search underneath it. The other practices and trades the product is built for are on the industries page.

What a therapy practice's screen reads, and how fresh it is.
| What | Where it comes from | How fresh |
|---|---|---|
| Consultation requests | Your site's forms, appended to a lead sheet server-side and emailed to you; the Leads view reads it newest first | Live |
| Referral sources, sessions, pages, key events | Google Analytics 4, a directory profile shown as its own source | Hours behind intraday |
| Queries, impressions, clicks, average position | Search Console; its own average positions, not a rank tracker | 2 to 3 days behind |
| Rating, reviews, listing performance | Google Business Profile, with our Google account as a manager you can revoke | Refreshed with each pull; the header stamp says when |
| Spend, conversions, cost per conversion | Google Ads, by campaign | Intraday lags hours; change history read daily at 7:05am ET |
| Jobs and job pipeline | Your CRM or booking platform, where the practice runs on it | Live; a coming-soon card until the data is trustworthy |
| The page itself | Snapshot on open, live pull behind it when older than 5 minutes, nightly bake at 12:01am CT | Header stamp says when the data was pulled |
A phone call or a directory message counts as a consultation where your CRM records it, and a call-tracking platform with an API is connected during setup where you run one. Client records and session notes stay in your practice system today, card data is never read, and your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them. Positions are Search Console's own averages. Every consultation on the screen traces to your forms or your CRM.
Questions, answered.
Do you count directory messages and phone calls?
Where your CRM or booking platform records them, yes, and a call-tracking platform with an API is connected during setup where you run one. The requests the screen counts on its own are submissions from your website's forms, written to a sheet server-side as they land. A directory that sends readers to your site shows in GA4 as its own referral source; a message it sends to your email waits for your inbox, which stays outside the screen today and connects during setup where your engagement calls for it.
Does it read client records or session notes?
The sources are the ones on this page: your Google accounts, your Business Profile, your website forms, and your CRM or booking platform where the practice runs on one. Client records, session notes and billing stay in your practice-management or EHR system today; a source with an API can be connected during setup. Card data is never read. The consultation form itself is best kept to scheduling details, and the rows on the screen carry what the form collects.
Can I see which requests want insurance and which are private pay?
Yes, where your form asks. The answer is written to the lead sheet with the rest of the submission and read on the row, beside office or telehealth and the kind of therapy asked about. The outcome you set on each row stays on it, so you can count first sessions by how the client pays.
Can I read every article before it is published?
Yes. Auto-publish is a per-client setting, and with it off each piece waits as a draft, filed as a Google Doc in your Drive, until you approve it. The topics are the questions a client asks before reaching out, and each one passes a demand gate on real search volume first.
What do I have to connect?
Manager invitations on your Google Analytics property, your Search Console site, your Google Ads account and your Business Profile listing, each one revocable in your own console. Our team connects your CRM or booking platform, your email platform and your website forms from the inside with the access you grant during setup, and we never hold your passwords.
What does it cost for a therapy practice?
Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. Every tier is month to month with nothing metered, and a managed strategy retainer sits on top of any tier, scoped with you rather than priced on this site; <a href="/product/managed">the managed page</a> says what our team takes on.
See it running
before you decide.
The demo is the real product on a fictional company, with your name and email in front of it. Pricing is three published tiers.
Open the live demo See pricing
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- Refreshed when you open itLive data on page load, never a monthly PDF
- Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
- Seen in AI answersHow often ChatGPT, Gemini, Claude and Grok name you, measured
- Every send loggedProspect emails leave from a review-first queue, and every send is logged.

