Industry
AI & automation for professional offices
Dental, legal, accounting and insurance offices run on intake forms, scheduling and follow-up paperwork. We take the repetitive part off the front desk, so your people can spend their time with clients.
The problem
Sound familiar?
- The front desk spends the day on the phone.
- Intake forms arrive half-filled and get retyped.
- Missing documents are chased one email at a time.
- Appointment no-shows leave holes in the day.
- Nobody has time to put together the weekly numbers.
What we build
What we'd set up for you.
Front-desk overflow
A phone agent that picks up when the desk is busy or closed, answers common questions and books appointments.
Intake
New-client details collected by phone, chat or form and placed into your systems without retyping.
Document follow-up
Missing signatures, tax documents and forms chased on schedule until they arrive.
Reminders
Appointment reminders that cut no-shows.
Weekly summary
New clients, appointments, open items and what's overdue, in one email.
Inbox triage
Incoming email sorted, with replies drafted for approval.
Some offices handle regulated information. For example, health data can require a business associate agreement under HIPAA. We scope what the system may touch before anything is built, and tell you up front what we can and can't handle.
Questions
Questions
Can it work with our practice software?
Where your software allows a connection, yes. Where it doesn't, we work from exports and report emails, or keep the agent to scheduling and intake.
What about confidential client information?
We only access the systems you connect, you can disconnect us at any time, and regulated data stays out of any tool that isn't approved for it.
Will callers know it's AI?
If a caller asks, it says so. You approve how it introduces itself and everything it says before it goes live.
Other industries
Same approach, different work.
Your business never clocks out.
Tell us how your business runs. A short questionnaire, then a written plan and a fixed price.
Free, by phone, no obligation. We call you at the time you pick.