Brief Pack Library / CRM
CRM Brief Pack for Therapists
Everything your AI build tool needs to build a crm for therapists. 14 files. $9.
Built for mental health professionals managing appointments, notes, and billing.
What this pack defines
Database · 8 tables
- · contacts
- · companies
- · deals
- · activities
- · notes
- · pipelines
- · session_notes
- · treatment_plans
54 columns · 7 foreign keys
Roles · 3
- · Therapist
- · Admin
- · Client (limited)
Key sections
- · Contact management
- · Deal pipeline
- · Activity timeline
- · Email integration
- · Reporting
Monetization
Per-seat
$19/seat/mo
Authentication
Therapist login + HIPAA-compliant client portal
Integrations
- · SimplePractice
- · Google Calendar
Brief pack contents
14 files. 8 tables, 54 columns, 3 roles, 55 test cases.
File
Contents tailored for this pack
01-GLOBAL-BRIEF.md
Master spec covering product, monetization, journey
02-DESIGN-SYSTEM.md
Tokens, typography, components
03-CONSTRAINTS.md
What the AI must NOT change
04-DATABASE-SCHEMA.sql
8 tables, 54 columns, 7 FKs (contacts, companies, deals…)
05-RLS-POLICIES.sql
Row-level security for 3 roles
06-AUTH-STATE-MACHINE.md
Therapist login + HIPAA-compliant client portal
07-RBAC-MATRIX.md
Therapist · Admin · Client (limited)
08-API-CONTRACTS.md
Endpoint shapes, request/response schemas
09-BILLING-LOGIC.md
Per-seat — $19/seat/mo
10-WEBHOOK-HANDLING.md
Idempotency, retry, failure logging
11-AUDIT-LOG.md
What's tracked, retention, who can see it
12-TEST-USERS-SEED.md
55 test cases, seed data (e.g. therapist@test.com)
13-INTEGRATIONS.md
SimplePractice, Google Calendar
14-LEGAL-PAGES.md
Privacy, Terms, Refund, Shipping templates
Without BriefKit
200+ iterations
$100+ in build-tool credits, 4–8 weeks, design drift between screens.
With BriefKit
~19 prompts
$9 + one month of your build tool. Spec-locked from prompt 1.
Generate your crm brief pack
Start from this preset. Customize in the builder. Export when your strength score hits 8+.
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