Couples Counselor Session-Prep + Homework Tracker

Single-client therapist tools break the moment you try to track two partners. This is a Notion workspace built around the 2-client documentation reality, where every database partitions by Partner A, Partner B, and Couple-level. Gottman-aligned by default, with EFT-friendly toggle views when you need them.

What is in the drawer

A therapist-facing workspace that makes the two-partner reality the default, plus paper and Canva pieces for intake and client handouts.

Print & Editable Files

• Fillable PDF version of the intake and the session-prep card.
• Canva editable companion for client-facing handouts: homework cards, intake summary, and the termination letter.

Digital Workspaces (Notion)

• Notion template with 7 child databases: Couples Intake (risk flags per partner), Weekly Session-Prep Board, Homework Menu Library (40+ Gottman and EFT prompts pre-built), Homework Tracker (per-partner completion), Crisis and Risk Assessment (independent per partner), Between-Session Check-in Templates, and Termination and Referral Letter Templates.
• 2 child pages: Informed Consent and Records-Mode Decision (joint vs split, pre-framed), plus the AI Body-Double Helper.
• Every database partitions by Partner A, Partner B, and Couple-level.
• The Homework Tracker auto-creates 2 rows per assignment, and an Asymmetric Completion view surfaces the per-partner pattern that becomes the next session's conversation.

AI Scaffolding

• AI body-double helper: 5 prompts with one-tap buttons for Claude, ChatGPT, Gemini, and Perplexity. An anonymize-before-paste reminder sits under every prompt.
• AI Access Checklist database with a 4-state permission model and 10 categories pre-seeded for a couples-therapist workspace.
• 1-page AI integration setup PDF in A4 and Letter.

Guidance & Support

• Welcome PDF from Wren.
• Step-by-step quickstart, 5-6 minutes, paced at 0.95x for a clinician audience.
• 30-Day Wren Email Support, 48-hour response.
• Lifetime Updates.

Why this drawer exists

Documentation chaos is the number-one burnout driver in couples work. Single-client tools break on two partners, and client-facing workbooks, good as they are for clients, are not what therapists need. This makes the 2-client reality the default, not the workaround.

• Partner A, Partner B, and Couple-level partitions everywhere, so you stop forcing two people into one record.
• Homework auto-splits into two rows, so per-partner completion is visible without manual setup.
• An Asymmetric Completion view, so the pattern between partners hands you the next session's opening.
• Gottman-aligned by default with EFT toggle views, so the structure fits your training instead of fighting it.
• Risk assessment kept independent per partner, so safety flags are never averaged across a couple.
• Coded tags only and a pre-framed records-mode decision, so the privacy posture is set before the first session.

What this is not

• This is not legal advice. The subpoena posture is starter language; consult your professional liability carrier.
• This is not clinical guidance and not a substitute for licensed couples-therapy training (Gottman Level 1+2, ICEEFT externship, AAMFT-approved programs). Use within your scope of practice.
• It is not Gottman-certified or ICEEFT-endorsed. We reference publicly documented frameworks; neither institute endorses this template.
• It is not for clients to fill in. It is therapist-facing throughout.
• It is not a place to store patient identifiers. Coded tags only; PHI lives in your EHR, and you must follow your jurisdiction's privacy law (HIPAA, GDPR, PIPEDA).

Resources I would hand a friend at the kitchen table

(No affiliate links)

• The Gottman Institute (gottman.com/about/research) - the Sound Relationship House framework behind the default structure.
• ICEEFT (iceeft.com) - the home of Emotionally Focused Therapy and Sue Johnson's work, for the EFT toggle views.
• AAMFT Code of Ethics (aamft.org/Legal_Ethics/Code_of_Ethics) - especially 6.3 on confidentiality with multiple persons, the heart of the 2-client reality.
• APA Ethics Code 10.02 (apa.org/ethics/code) - therapy involving couples or families, on clarifying who the client is and how confidentiality applies.
• HHS HIPAA Privacy Rule (hhs.gov/hipaa) - on shared records, partner access, and divorce-related subpoenas.

The Fine Print

• Refunds: 30 days, no questions. Simply reply to your purchase email with the word "refund" or email wren@templatedrawer.com, and I will process it within 24 hours.
• Disclaimer: Template Drawer products are organizational workflow tools. They do not constitute legal, medical, or financial advice. Use alongside certified professionals. SIA Cyber Unicorn 40203002129.