AI Concierge — For Solo therapists, counseling practices, group mental-health practices
AI Concierge for Therapists & Counselors — Compassionate Intake at Scale
A prospective therapy client calls because they're ready — that moment matters. An AI concierge ensures they reach a calm, professional voice instead of voicemail. Screens for insurance fit, books the intake, sends the paperwork.
Therapy is one of the few services where the prospect is in genuine emotional distress when they call. Voicemail at that moment is not just a lost lead — it's a person who may not call back. An AI Concierge ensures every prospective client reaches a warm, professional voice immediately, 24/7.
The concierge handles the screening you'd otherwise do yourself: presenting concern, insurance vs sliding scale, modality preference (in-person/telehealth), provider gender preference, evening/weekend availability. By the time you see the intake, the fit-check is done.
Existing clients can use the concierge for scheduling, cancellations, telehealth link requests, and between-session questions that should wait until next session. It frees you to do clinical work without the phone admin.
Common pain points this solves
- •Prospective clients call in distress — voicemail loses them
- •Insurance + sliding-scale screening eats time before you know it's a fit
- •Cancellations + reschedules require manual phone tag
- •Crisis calls need immediate, clear routing
What you get
- ✓24/7 intake with warmth, calm tone, and clinical sensitivity
- ✓Insurance + fee screening before scheduling
- ✓Crisis-line routing for any urgent ideation/risk mention
- ✓Native integration with SimplePractice, TherapyNotes, TheraNest
- ✓HIPAA-compliant infrastructure + BAA available
Frequently asked questions
How does it handle a crisis call?+
Any mention of suicidal ideation, self-harm, or imminent risk triggers immediate routing to 988 (Suicide & Crisis Lifeline) with the script: 'I want to make sure you reach the right help right now. I'm connecting you to a crisis counselor.' Your clinical team is also notified.
Will clients know it's AI?+
Yes — disclosure is built in and worded carefully for this context: 'Hi, this is the [Practice Name] intake line. I'm an AI assistant — I can help you book an intake or answer scheduling questions. For clinical conversations, I'll connect you with a therapist. How can I help today?'
Insurance verification?+
Captures insurance info, runs eligibility check via clearinghouse if integrated. Routes self-pay/sliding-scale callers per your fee schedule.
Ready to try an AI Concierge?
We test and rank the AI concierge market continuously. These are the two products we recommend for this use case right now.