Intake that clients can finish on their phone, document processing for referrals and insurance paperwork, a private AI for staff that keeps sensitive information inside your clinic, and reminders that reduce no-shows.
More conversations. More clients. A fuller calendar.Long, paper-heavy intake
New clients fill out long forms, staff retype them, and referrals and insurance paperwork pile up before the first session.
No-shows
Missed sessions leave clinicians with empty hours and clients without care.
Sensitive data in the wrong tools
Staff use public AI tools and personal apps to save time, with no controls on where sensitive information goes.
How it works
We set things up the way your team already works, inside your existing tools where possible.
Discovery call
We learn how work comes in today, which tools you use and where time and money slip away.
Proposal
A written scope and timeline, with the rules, scripts and approval steps agreed with your team.
Build and test
We build on your tools, connect your systems and test with real scenarios before anything goes live.
Launch and improve
We go live, train your staff and review results with you on a regular schedule.
Clinical work stays with your clinicians. Crisis calls always go to a person or crisis line.
Mobile intake
Intake forms, consents and screening questionnaires clients complete on their phone before the first visit.
Referral and insurance paperwork
Referrals, authorizations and insurance documents read and filed, with missing items flagged.
Appointment reminders
Discreet reminders by text and phone that never include clinical details.
Private AI for staff
A private assistant for policies, billing questions and admin drafts, hosted in your environment with audit logs.
Waitlist management
Clients on the waitlist are offered openings automatically when a slot frees up.
Staff training
Your policies and procedures turned into short lessons for new staff.
Each solution has its own page with what you get and example deliverables.