Therapist Intake Screener
Runs intake + PHQ-9/GAD-7 + insurance check before session 1. Replaces SimplePractice add-ons $149/mo.
The problem
Solo therapists pay $99-149/mo for SimplePractice or TherapyNotes intake modules, then still spend 25 min per new client manually verifying benefits and scoring assessments before session 1.
What changes
New client books → agent sends intake form + PHQ-9 + GAD-7 via secure link, scores responses, runs eligibility check via Office Ally, drafts a one-page pre-session brief with risk flags + benefits summary delivered to the therapist 24h before session.
A day in the life
What this agent actually does.
- 1
Mon 3pm: client books first session for Friday — agent triggers intake packet
- 2
Wed 7pm: client completes forms — agent scores PHQ-9 = 14 (moderate), flags SI item
- 3
Thu 9am: therapist gets brief — chief complaint, scores, copay $35, deductible met
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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