January Onboarding Limited — Only a few inquiry system setup spots remain.
Attention: Behavioral Health & Community Care Leaders
Never Miss Another Client Inquiry.
Automated website and phone handling that responds, routes, and follows up on every request for information,
so your team can focus on care instead of chasing calls or messages.
We build and manage the system so all outreach is documented automatically and visible in one place.
Every day, behavioral health agencies lose potential clients before services even begin through missed calls, unanswered website inquiries, delayed follow ups, and inconsistent first contact processes.
These gaps do not happen because teams do not care. They happen because inquiries come in from many directions and there is no simple, reliable way to respond, sort, and follow up while still managing clinical and administrative demands.
Elevate Workspace fixes this by setting up a simple, automated inquiry system that responds to website and phone outreach, answers common questions, captures relevant information, and routes next steps automatically without adding work for your staff.
You do not need new hires, complex software, or constant oversight. We build and manage the system so every inquiry is handled consistently and visible in one place.
With an inquiry system in place, agencies typically gain:
Faster response times to new inquiries
Fewer missed calls and messages
Clear visibility into who contacted you and what happened next
Less staff time spent chasing follow ups
How It Works
Simple from setup to managing new client inquiries
Step 1:
Setup & Configuration
Complete a short setup form, provide access, and review your inquiry system with us before it goes live.
Step 2:
Inquiries Are Captured
Website and phone inquiries receive an immediate response and are automatically logged in one dashboard.
Step 3:
You Choose
Next Steps
From the dashboard, you decide whether to initiate intake, follow up, schedule, or close inquiries.
Step 4:
Ongoing Use
& Visibility
All inquiries and conversations stay visible in one system, with usage billed based on activity.
*Email, text, and phone usage incur small carrier fees (typically cents per message or minute) and are billed internally through your connected messaging and phone wallet.
for behavioral health & Community leaders
Why This Works
Simple
We set up your inquiry system for you, including routing logic, messaging, and follow up steps, so your team can begin using it quickly without added training or technical setup.
Control
You decide how inquiries are handled, when follow ups occur, and what your team sees at each step, with clear visibility and structured handoffs across the entire process.
Flexible
As your agency grows or changes, inquiry pathways can be adjusted or expanded without rebuilding your system or disrupting how staff already manage inquiries.
Value
Reduce missed inquiries, lower administrative workload, and improve access to care while maintaining consistency, accountability, and operational clarity without adding staff.
Choose The Set Up That Fits Your Needs
Implementation Fee $499 (one time)
Covers setup, customization, testing, and launch of your inquiry management system.
Monthly subscriptions includes inquiry system access and ongoing support.
A one-time implementation fee is required for initial setup.
Email, text, and phone usage incur small per-use messaging fees (typically cents), billed monthly based on actual usage.
TESTIMONIALS
What our customers are saying
"No complaints from staff"
“Elevate Workspace AI agents reduced errors, improved communication, and made compliance easier to manage. This is the first tech solution our staff has actually loved using. It's so easy.”
- Louisa, Executive Director
"Huge time saver"
“We reduced administrative workload almost immediately. The workflows handle the repetitive tasks our staff used to struggle to keep up with. It’s given us back hours every week and we gained 13 new clients in the past month.”
- Daniel, Office Manager
"Wish I didn't wait so long to make the switch"
“This made our day-to-day work so much easier. The agents take care of the small tasks we never had time for, and our team feels less overwhelmed. It’s been a really helpful tool for keeping things organized.”
- Stephanie, Clinical Supervisor
STILL HAVE QUESTIONS? WE HAVE ANSWERS!
Frequently Asked Questions
What is the Inquiry System?
The Inquiry System is a centralized way to capture, respond to, and track new client inquiries from your website, phone, or both. It ensures every inquiry receives a timely response and is visible in one shared dashboard.
What’s the difference between the Website Liaison and Voice Liaison?
Website Liaison handles inquiries submitted through your website, including immediate responses, guided next steps, and follow-ups.
Voice Liaison handles phone inquiries, including answering or routing calls, capturing key details, and logging outcomes.
Inquiry System (Website + Voice) combines both into one coordinated system so inquiries are handled consistently regardless of how clients reach out.
What happens after I purchase?
After purchase, you’ll complete a short setup form and schedule a guided implementation call. During setup, your inquiry workflows are configured, connections are established, and everything is reviewed before launch to ensure it’s working as expected.
Is there a setup or implementation fee?
Yes. A one-time implementation fee is required for initial setup. This covers system configuration, setup forms, connections, and a guided implementation call to confirm everything is working correctly before launch.
Are there additional usage or messaging costs?
Yes. Email, text, and phone usage incur small per-use messaging fees (typically cents per message or minute). These costs are based on actual usage and are billed monthly through your connected messaging and phone services.
Can I upgrade or change my plan later?
Yes. You can upgrade or adjust your subscription at any time if your inquiry volume or needs change.
Do I need to be “tech-savvy” to use this?
No. The system is designed to be simple to use. You’ll have access to a shared dashboard where inquiries, conversations, and statuses are easy to view and manage.
Is this a replacement for my staff?
No. The Inquiry System supports your team by handling initial responses, capturing information, and organizing inquiries. Your staff remains in control of follow-up, scheduling, and decision-making.
Are add-ons required?
No. Add-ons such as website hosting or additional automation agents are optional and only added if needed. The core Inquiry System works independently without add-ons.
Do you offer custom workflows?
Yes. Advanced or custom workflows beyond the standard Inquiry System can be scoped and quoted separately based on your needs.
Is this designed for behavioral health and community organizations?
Yes. The system was designed specifically for behavioral health, community-based, and service-driven organizations that need reliable, consistent inquiry handling.
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