Run Your Consulting Practice From One Dashboard
Purpose-built for recovery consultants and case managers. Manage your full client caseload, document sessions, assign case managers, and track outcomes — without spreadsheets.
30 minutes, walked through by a real person — the full consultant dashboard, your questions answered.
Built for Recovery Consultants, Not Retrofitted
Most recovery software is designed for facilities with beds. Sober Friend is different — our consultant mode drops bed management, adds case manager assignments, and gives you session documentation tools your team actually needs.
Case Manager Assignments
Invite case managers to your team and assign them specific clients. Each manager sees only their caseload — you see everything. Reassign clients between managers in one click.
Session Documentation
Case managers document every session with date, type, duration, goals discussed, action items, and follow-up dates. All notes are encrypted at rest.
Full Client Management
Track every client's recovery journey: sobriety dates, emergency contacts, move-in history, and status. Your entire caseload in one view.
UA & Compliance Tracking
Log UA test results, track compliance history, and generate reports for courts, families, or referral partners. Secure and auditable.
Payment Collection
Collect consulting fees via Stripe with zero platform fees from Sober Friend. Send payment links and set up recurring billing for ongoing clients.
AI Competitor Intelligence
Monthly AI-generated reports comparing your practice against competitors in your area. Understand your market position and find growth opportunities.
Your Team, Your Rules.
As your caseload grows, you need help. Invite case managers to your team without giving up control. Each case manager gets their own login and sees only their assigned clients.
- Invite unlimited case managers on every paid plan — no per-seat pricing
- Assign and reassign clients between managers instantly
- Case managers write session notes — you can read them all
- Managers can log UAs, meetings, medications, and milestones
- By default, case managers can't discharge clients or edit your listing — and you can adjust individual permissions per person. Billing always stays with you.
Everything a Recovery Consultant Needs
From client intake to session documentation to compliance reporting — one platform, no spreadsheets.
Client Management
Full client profiles, status tracking, and caseload overview
Case Managers
Invite, assign, and manage your case management team
Session Notes
Structured session documentation with goals and action items
UA Tracking
Log test results and maintain compliance history
Meeting Logs
Track attendance at 12-step, SMART, and other meetings
Medication Mgmt
MAR logs, adherence tracking, and controlled substance audit
Milestones
30/60/90-day celebrations and recovery progress tracking
Payments
Stripe-powered fee collection with zero platform fees
Activity Feed
Real-time log of all client interactions across your team
AI Intelligence
Monthly competitor analysis and market positioning
Directory Listing
Get found by families and referral partners in our directory
Curfew Tracking
For clients in residential care — track check-in compliance
Why consultants choose Sober Friend
Software that runs the practice, supports your clients, and helps grow your caseload — all on one account.
Unlimited staff seats
Add every case manager you have. Each gets their own login, and no paid plan charges per seat.
0% platform fee on payments
Clients and families pay by card or ACH through Stripe. Sober Friend takes no cut — you pay only Stripe's processing fee.
A recovery app for every client
Every client gets a private app for check-ins, goals and sobriety tracking, with an AI mentor to talk to any time of day. Daily message limits rise with the plan.
Growth tools built in
A free Sober Friend directory listing on every plan brings families and referral sources to you. Every paid plan adds a monthly SEO audit of your own website with a fix list, and plans from Progress up add a monthly AI competitor report for your market.
Audit-ready records
Incident reports and grievances are permanent — corrected by addenda and sign-off, never edited. Medication administration records can't be altered, and every client and payment event is timestamped in an activity log.
Security with per-person access
Client health information is encrypted at rest, two-factor sign-in is available to everyone, and access is set per person at each practice.
Multiple practices, one invoice
Every practice is billed on one invoice and one card charge, with automatic discounts from 10% on the 2nd practice up to 40% from the 5th practice on. One dashboard, with a switcher between them.
Intake to discharge
Application links applicants fill out themselves, admissions checklists, a forms library with e-signatures, and budgets — plus program phases on the Structured plan.
See the consultant dashboard.
Click around it yourself.
Open a working copy of the consultant dashboard with sample clients, case managers, session notes, and tracking data. Add a client, invite a case manager, log a UA — nothing you do is saved. Rather have someone walk you through it? Book 30 minutes with us.
- Manage clients and track their recovery journey
- Invite case managers and assign them clients
- Log UAs, meetings, and medications
- View AI competitor intelligence reports
Ready to streamline your consulting practice?
Get access to client management, case manager assignments, session documentation, and a listing in our national recovery consultant directory.
Everything you need to manage clients, delegate to case managers, and grow your practice.
Cancel anytime. No long-term commitments.
Want a personalized walkthrough?
Schedule a demo to see how Sober Friend can streamline your consulting practice. We'll show you client management, case manager delegation, and session documentation tailored to your workflow.