Four systems we install
into your operation

Each one runs in the background of your business — no dashboard, no login, nothing for your front desk to learn. Take one, or take all four.

Service 01

Katie, the AI receptionist

She answers on the first ring, day or night, in English and Spanish — and books the appointment straight into your practice system. You are not buying software. You are buying a receptionist.

  • Books, moves and cancels in your own systemThrough NexHealth, checking what is already on the schedule.
  • Knows your patients and your emergenciesGreets returning callers by first name; takes the bracket-off call at nine at night.
  • A written record of every callWhat was asked, what she did, the outcome — and a weekly summary that comes to you.
New patient · after hours 9:12 PM
My daughter’s bracket came off. Can she be seen?Answered on the first ring
Yes — I can get her in tomorrow at 8:20. Can I take her date of birth?Katie
03/14/2012.
Booked for 8:20. Confirmation sent to this number.Written into the practice system · 9:14 PM

An illustration of a call the front desk never had to take.

Also built

Three more that run
the rest of the operation

Service 02

Back-office automation

Every request — email, text, web form, phone — lands in one queue, goes to the right vendor, and is followed all the way to paid.

  • One intake, four channels
  • Dispatch by trade and urgency
  • Vendor bill in, invoice out, receivables chased
Learn more
Service 03

The owner’s weekly digest

One email on Monday morning, written from the records rather than from anyone’s memory, telling you how the week actually went.

  • Jobs opened, closed and stuck
  • Margin per job and vendor spend
  • Receivables aging, oldest first
Learn more
Service 04

Custom AI workflows

The expensive manual process no software vendor has ever heard of. Mapped as it actually runs, then built on the tools you already pay for.

  • Documents read, data moved
  • Scoped and quoted before a line is built
  • Plain-English documentation on delivery
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The install

What putting this in
actually looks like

You see it working on your own data in the first week. The order below is the same every time.

Step 01

Discovery

Thirty free minutes on how a request really travels through your business today, including the parts nobody has written down.

Step 02

Map and quote

The map of your process, three named automations ranked by what they give back first, and a fixed monthly number. Yours to keep either way.

Step 03

Build in a sandbox

Assembled against your real workflow in an isolated copy, where every decision it makes can be inspected and nothing it does can reach a customer.

Step 04

Pilot on live traffic

Switched on with the human gate up: it drafts, you approve, we tune on the real cases it gets wrong until you stop finding any.

Step 05

Handover

Plain-English documentation for every workflow, the off switch, and a person to call. No black box and no hostage situation.

Under the hood

What it is actually
built out of

No proprietary platform, no seat licenses for software only we can operate. These are ordinary, inspectable, widely used parts, assembled with the brakes wired in first.

n8n runs the workflows

Every step is a node you can open and read. When you want to know what happened to a request at 4:11pm, there is a run log, not a shrug.

Airtable holds the records

Jobs, vendors, documents and invoices in structured tables your team can read, filter and export without asking us for permission.

Claude does the reading

Classifying a request, reading a photo, drafting an email. The model proposes; the workflow decides what it is allowed to do with that.

Carrier-registered SMS

Every texting program is A2P 10DLC registered with the carriers, consent-gated in code, and carries STOP and HELP. We have been through those reviews the hard way.

HIPAA-eligible AWS for PHI

Regulated workloads run on HIPAA-eligible AWS services under a signed BAA, and we sign a BAA with your practice. Nothing regulated rides on a service that is not covered.

A human gate on what matters

Money and outbound messages wait for a person. That constraint shapes every build, and it is the reason this is safe to hand the keys to.

Documentation in plain English ships with every delivery — what each workflow does, what it touches, and how to turn it off. If you ever want to run it without us, you can. Who builds it

Questions we get

The things
everybody asks

Still deciding which one to start with? That is exactly what the discovery call is for — or read the field notes to see how we think about this work before you spend thirty minutes on it.

Next step

Pick the one that hurts most

Thirty minutes, no pitch deck. We map your operation and name the three things worth automating first — and the map is yours to keep either way.