What should you do when that dreaded subpoena arrives in your private practice's inbox or mailbox?

In this episode, Patrick Casale talks with Dr. Brittany Bate, licensed psychologist, private practice strategy coach, and the founder of Be BOLD Psychology and Consulting, about the essentials that mental health professionals need to know to navigate legal requests and the court system.

3 key takeaways:

1. Paperwork Preparedness is Protection: Ensure your informed consent and scope of practice documents are up to date, specifically with clear language around court involvement, parental consent for minors, and your actual capacity/role as a therapist (hint: you are not a custody evaluator unless specifically trained!).
2. Don’t Ignore—Respond! Even if a subpoena isn’t a court order, it usually requires a response (not just in NC, but in most states). Failing to reply—even if the request is unnecessary or outside your scope—could result in being held in contempt of court.
3. Have (and Enforce) Reasonable Court Fees: Outline your fees for all court-related activities (prep, document compilation, testimony, etc.) in your paperwork. These should be reasonable and customary—don’t “price yourself out” unethically. Enforcing these agreements can often deter unnecessary requests and ensure your time is respected.

Brittany also reminds therapists to document every session as if it might be read aloud in court. You never know when your notes may become part of the public record.

If you want practical templates, risk-management tips, and on-demand courses to get your private practice truly “court-proof,” Brittany and her team have resources ready to go.

DISCLAIMER: This podcast episode is for educational purposes and is not intended as legal advice.

More about Brittany:

Dr. Brittany Bate is a licensed psychologist, private practice strategy coach, and the founder of Be BOLD Psychology and Consulting – a North Carolina-based, primarily telehealth group practice offering LGBTQIA+ celebratory, neuroaffirming, and trauma-informed care. Her team specializes in individual, couples, family, and group therapy, as well as psychological evaluations, court-ordered assessments, and forensic evaluations and services.

Brittany also owns Bold Practice Builders, where she helps therapists and group practice owners build values-aligned, efficient, and profitable businesses through trainings, masterminds, and done-for-you customizable templates and resources.

With a doctoral degree focusing in clinical psychology with a forensic emphasis, Brittany is a forensic psychologist at heart. Additionally, with a background in conducting therapy and assessment in forensic state hospitals, state and federal prisons, and conducting threat assessments with the NC State Bureau of Investigation’s Behavioral Threat Assessment Unit, Brittany brings a unique lens to the intersection of mental health and the legal system. She’s especially passionate about helping fellow clinicians navigate subpoenas, courtroom testimony, and high-stakes ethical decisions – before the subpoena arrives or they are on the stand. Her goal is to equip providers with the paperwork, confidence, and strategies they need to respond clearly, ethically, and without panic.

A self-proclaimed group therapy enthusiast and jury research nerd, Brittany combines real-world experience with research-backed best practices – especially when it comes to ethical testimony and witness preparation.

As a queer, cisgender woman with ADHD, Brittany is also deeply committed to uplifting other LGBTQIA+ and neurodivergent professionals as they build bold, affirming businesses of their own.

• Brittany's Courses: boldpracticebuilders.com/therapy-practice-courses

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Thanks to Our Sponsors: The Receptionist for iPad, Alma, & All Things Private Practice — 2025 & 2026 Retreats!

✨ The Receptionist for iPad

Thanks to The Receptionist for iPad for sponsoring this episode.

The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.

✨ Alma

Thanks to Alma for sponsoring this episode.

Building and managing the practice you want can be challenging. That’s why Alma offers tools and resources to help you build not just any practice, but your private practice. They’ll help you navigate insurance, access referrals who are the right fit for you, and efficiently manage administrative tasks — so you can spend less time on the details and more time delivering great care. You support your clients. Alma supports you. Visit helloalma.com/ATPP to learn more.

✨ All Things Private Practice — 2025 & 2026 Retreats

All Things Private Practice has some amazing retreat experiences coming up in 2025 and 2026.

We have two retreats in Queenstown, New Zealand. The first is for Neurodivergent Entrepreneurs from March 1st to 8th, and the second retreat, Beyond Private Practice, focuses on moving beyond one-on-one therapy and creating alternative income streams from March 15th to 22nd.

Spaces are limited, so check the links to sign up today. Doubt yourself, do it anyway!

• Neurodivergent Entrepreneurs in Queenstown, New Zealand: allthingspractice.com/new-zealand-neurodivergent
• Beyond Private Practice in Queenstown, New Zealand: allthingspractice.com/new-zealand-income-streams

Mentioned in this episode:

All Things Private Practice — 2025 & 2026 Retreats

All Things Private Practice has some amazing retreat experiences coming up in 2025 and 2026. Join us in Edinburgh, Scotland for the second Doubt Yourself, Do It Anyway Summit from July 14th to 17th, 2025! We have an incredible lineup of 12 speakers and offer 12 MBCCEs. If you're a leader or aspiring to start a group practice, join our Leadership Retreat in Chania, Crete, from September 6th to 11th. In 2026, we have two retreats in Queenstown, New Zealand. The first is for Neurodivergent Entrepreneurs from March 1st to 8th, and the second retreat, Beyond Private Practice, focuses on moving beyond one-on-one therapy and creating alternative income streams from March 15th to 22nd. Spaces are limited, so check the links to sign up today. Doubt yourself, do it anyway!

Doubt Yourself, Do It Anyway Summit in Scotland: https://www.empoweredescapes.com/scotland-july-2025-summit

Leadership Retreat in Chania, Crete: https://www.empoweredescapes.com/greece-retreat-2025

Neurodivergent Entrepreneurs in Queenstown, New Zealand: https://www.allthingspractice.com/new-zealand-neurodivergent

Beyond Private Practice in Queenstown, New Zealand: https://www.allthingspractice.com/new-zealand-income-streams

Alma

I want to thank Alma for sponsoring this episode.

Building and managing the practice you want can be challenging. That’s why Alma offers tools and resources to help you build not just any practice, but your private practice. They’ll help you navigate insurance, access referrals who are the right fit for you, and efficiently manage administrative tasks — so you can spend less time on the details, and more time delivering great care. You support your clients. Alma supports you. Visit helloalma.com/ATPP to learn more.

The Receptionist for iPad

I want to thank The Receptionist for iPad for sponsoring this episode.

From new patients faced with an empty lobby and no idea where to find their therapist to clinicians with a session running over time and the doorbell ringing, some of the most anxiety-ridden moments of a therapy appointment happen before a session even starts. The Receptionist for iPad, helps you tackle some of that pre-appointment apprehension and anxiety. The Receptionist for iPad is an easy-to-use digital client check-in system that helps your visitors check in securely to their appointments and notify their practitioners of their arrival via SMS, email, or your preferred channel. No more confusion, and less lobby checking or having clients sign in on paper logbooks. It can even help you upgrade and update your demographic information for your clients as well and even validate parking.

Start a 14-day free trial of the Receptionist for iPad by going to thereceptionist.com/privatepractice. Make sure to start your trial with that link and you'll also get your first month free if you decide to sign up.