Empowering Mental Health Professionals with Intelligent Automation
Empower your practice with the transformative power of intelligent automation and practice management.
Unlock potential with the power of Innovation.
Transform your therapy practice with cutting-edge automation that frees you to focus on what matters most - your clients. Say goodbye to administrative overwhelm and hello to streamlined efficiency that grows with your practice.
Time-Saving Efficiency
Reclaim 10+ hours a week. Automate repetitive tasks, freeing up valuable time to focus on caring for your clients
Personalized Client Journeys
Create targeted, personalized journeys for your existing clients and potential clients, driving higher engagement, conversions and longer relationships.
Focus on Your Ideal Clients and Amplify Your Sales Success!
Effortlessly attract and convert ideal clients with intelligent lead nurturing that works 24/7. Create automated systems that identify prospects ready for therapy, guide them through your intake process, and turn inquiries into booked sessions.
Targeting Your Ideal Clients
Reach your ideal audience by leveraging advanced targeting capabilities, allowing you to focus your efforts on the most relevant prospective clients.
Conversion Optimization
Optimize your client generation process with conversion-focused strategies and tools.
Seamless Integration
Seamlessly integrate our lead generation solution with your existing systems and workflows for a smooth and efficient lead management experience.
Streamline Marketing with Powerful Automation
Guide potential clients from first contact to their first session with automated workflows that feel personal, not robotic. Smart messaging sequences, intake automation, and appointment coordination work together to create a professional experience that converts inquiries into loyal clients.
• All-in-One Marketing Management
Connect Google, Facebook, Instagram, and LinkedIn while creating private client communities for group support, resource sharing, and ongoing engagement between sessions.
Personalized Client Journeys
Customize intake forms, assessment workflows, and treatment protocols to match your unique practice style - from initial screening to session notes and progress tracking, all automated to your exact specifications.
Flexible Pricing Options to Suit Your Needs
Tailored Pricing for Your Business Needs
Practice Starter Kit
Get started with our affordable Starter plan, perfect for small businesses.
$97
/MONTHLY
All The Tools To Capture More Leads
Nurture & Close Leads Into Customers
Full Online Booking, Pipelines, Social Calendar, Website Builder, And More!
Single Account - Setup 1 Client Or Use For Your Own Agency
Unlimited- Coming Soon
Limitless access and premium features in our all-inclusive plan.
Everything In Practice Starter Kit
Create multiple practices
Unlimited Contacts & Users
Branded Desktop App - Custom Domains And Complete Control Over The Look And Feel Of The Platform!
Pro Plan- Coming Soon
Limitless access plus access to coaching and our exclusive community.
Everything In Unlimited+
1:1 Coaching & Support
Access to Communities and Courses
Process mapping and documentation
Advanced Tools for your practice
Everything to Manage Your Practice In One Place
Feratures Included in the Practice Starter Kit
Client Relationship Management
A Dedicated Business Phone Number
Missed Call Text Back
Online Booking, Pipelines, and client tracking
2 Way Text & Email Conversations
Social Media and Google My Business Messaging
Text and Email Templates
Custom online forms and surveys
Integrated Team Calendars
Automated Work Flows
Fully Customizable To Your Practices Needs
Plus much more!
Richard James
Process and Workflow Consultant
Business Advisor, Tax Strategist, and IRS Enrolled Agent
Richard is a Business Process Consultant dedicated to empowering therapists to build confident, sustainable practices. With a passion for creating clarity through strategic workflows, Richard helps mental health professionals find direction, experience stability, and feel truly empowered in their work.
Also the CEO of James Family Tax, Richard brings the same transformative approach to financial and tax consultations, guiding clients toward confidence and control in their financial lives. His unique ability to simplify complex systems and create actionable pathways has helped countless professionals achieve both operational excellence and peace of mind.
Richard believes that the right processes don't just organize a practice—they unlock potential and create space for meaningful impact.
Frequently Asked Questions
What is SaaS and how does it work for my therapy practice?
SaaS (Software as a Service) means you access our platform through your web browser - no software to download or install. You pay a monthly subscription and get instant access to all features, automatic updates, and secure cloud storage. Think of it like Netflix for your practice management - always available, always current, and accessible from anywhere.
Is my client data secure and HIPAA compliant?
Absolutely. This platform is built with enterprise-level security and full HIPAA compliance. All data is encrypted in transit and at rest, we maintain Business Associate Agreements (BAAs), and our servers meet the highest healthcare data protection standards. Your client information is safer than traditional paper files.
How long does it take to set up my practice automation?
Most therapists are up and running within 24-48 hours. Our setup wizard guides you through connecting your Google Business Profile, social media accounts, and customizing your intake forms. We also provide onboarding support to ensure everything works perfectly for your specific practice needs.
How much time will this actually save me?
Most therapists report saving 10-15 hours per week on administrative tasks. Automated client messaging, streamlined intake processes, and integrated marketing management eliminate the repetitive work that keeps you from focusing on client care and practice growth.
What if my clients prefer phone calls over automated messages?
Our system is flexible! You can set preferences for each client - some receive automated texts and emails, others get flagged for personal phone calls. The automation handles routine communications while ensuring clients who need personal touch get exactly that.
How does the community feature work for group therapy or support groups?
You can create private, secure communities for group therapy participants, support groups, or educational workshops. Members can share resources, participate in discussions, and stay connected between sessions - all within a HIPAA-compliant environment you control.
Can I customize the automation to match my therapy approach?
Yes! Our platform is designed for flexibility. Whether you practice CBT, EMDR, family therapy, or any other modality, you can customize intake forms, assessment workflows, messaging templates, and treatment pipelines to reflect your unique approach and professional standards.
What happens if I need to cancel my subscription?
You can cancel anytime with 30 days notice. We'll provide you with a complete export of all your data, and you'll retain access through the end of your billing period. No long-term contracts or cancellation fees - we believe in earning your business every month.
Will this replace my current practice management system?
Our platform can work alongside your existing systems or serve as a complete replacement. Many therapists start by automating specific processes (like intake and messaging) while keeping their current EHR, then gradually transition as they see the benefits of our integrated approach.
Do I need technical skills to use this platform?
Not at all! Our platform is designed for busy therapists, not IT professionals. If you can use email and social media, you can use our system. Plus, we provide training videos, live support, and onboarding assistance to ensure your success.
Can I try it before committing to a subscription?
Yes! We offer a 14-day free trial with full access to all features. No credit card required to start - just sign up and explore how automation can transform your practice. Most therapists know within the first week that they can't imagine going back to manual processes.
What kind of support do you provide?
We offer multiple support channels: live chat during business hours, email support with 24-hour response times, comprehensive video tutorials, and scheduled onboarding calls for new users. Our goal is your success, so we're here when you need us.
