Up to 10% Founder’s Discount For Life — Presale Ends November 30.

First 50 users lock in this exclusive lifetime discount. Use code "FOUNDER"

Attention: Community Change Makers

Elevate your practice.

Accelerate your impact.

We help behavioral health and community care teams cut administrative overwhelm with evidence-based AI agents and workflow automation—so you can focus on people, not paperwork. Custom-configured agents for behavioral & community care handle key workflows including agency intakes, documentation support, scheduling, policy translation, staff onboarding/training, and evidence-based group/individual session planning.

No PHI • Custom to your SOPs • Self-guided onboarding • Measured time saved

Give your team hours back, so clients get more care.

Our AI agent-powered, custom-configured workflows lift the weight off your team so growth becomes possible without burnout.

Automate planning, onboarding, communication, and compliance so your staff can focus on care, not catch up.

Example Workflow in Action

-Collect intake details and route referrals.

-Send forms and track completion.

-Auto-generate session plans and notes.

-Remind clients and flag no-show risks.

-Answer staff policy and procedure questions.

-Send quick training and onboarding prompts.

-Support leaders with rollout tools and communication tips.

Use these workflows inside your Elevate Workspace dashboard or embed them directly into your existing systems, website, or internal tools.
Each workflow is fully customizable to your organization’s programs and operations.

Learn how we can help you make a bigger impact

Up to 10% Founder’s Discount For Life — Presale Ends November 30.

First 50 users lock in this exclusive lifetime discount. Use code "FOUNDER".

Be a Founding Partner. Lock Lifetime Savings.

Join our early cohort, shape the roadmap and keep a discount for life.

20% off onboarding packages during this promotion.

Lifetime Discount

Your discount is locked for life. Enjoy permanent savings across every service and product we release.

Priority Onboarding

Skip the waitlist and receive

hands-on setup support with discounted onboarding packages.

Influence Roadmap

Your feedback will directly shape new features and tools before they roll out to the public. Vote on your top choice.

Recognition

Be showcased as part of our founding circle, demonstrating your leadership in innovation.

Exclusive Beta Access

Try new agents and features

before public release.

Risk-Free

Your first month is free;

cancel anytime in month one.

cancel anytime - no questions asked

How they can help

Agent Highlights

Policy to Practice Translator

Turn complex regulations into action.

  • Converts state, federal, and accreditation standards into practical, plain-language workflows tailored to your agency. Customizable checklists and summaries help teams stay compliant without decoding endless policies.

  • Solves confusion over regulations, inconsistent documentation, wasted admin time.

  • Best for: Community agencies, outpatient clinics, residential programs, and organizations preparing for audits or accreditation

Vulnerable Population

Outreach Advisor

Reach who matters - effectively & ethically.

  • Designs inclusive outreach plans for underserved populations. Delivers message templates, campaign ideas, and partnership strategies grounded in cultural competence.

  • Solves low outreach impact, poor engagement, missed equity goals.

  • Best for: Nonprofits, CMHCs, outreach teams, and community health initiatives

Psychoeducation & Activity Planner

Plan engaging sessions in minutes - not hours.

  • Builds ready-to-use plans for groups or 1:1 sessions tied to treatment goals. Includes objectives, worksheets, and discussion prompts aligned with evidence-based models.

  • Solves long prep time, uneven group quality, and staff burnout.

  • Best for: Therapists, PRPs, IOPs, youth programs, and recovery centers needing consistent content delivery

Appointment Retention Assistant

Keep new clients committed from day one.

  • Engages clients before intake with personalized check-ins and readiness prompts, then alerts staff to potential barriers.

  • Solves: first-session drop-offs, poor engagement, lost billing opportunities.

  • Best for: Outpatient clinics, PRPs, and IOPs seeking better client retention

join early access

10% Lifetime Founder’s Discount

Be among the first to experience Elevate Workspace.

Get early access before our official November launch.

Your founder status locks in 10% off all future services and products for life with code "FOUNDER".

HIPAA-compliant agents and advanced tools are coming soon.

for behavioral health & Community leaders

Why This Works

Simple

Client-led onboarding with checklists, templates, and quick videos. Start small, launch and scale fast!

Control

You decide access and approvals. Least-privilege permissions, audit-ready logs, and no PHI. You own your data.

Flexible

Add or remove agents anytime. Start small and scale by role, program, or site—no tool changes

Value

Pay only for what you need. Founder’s Rate locks 10% off for life; onboarding is 20% off during this promotion.

No long-term contracts; upgrade/downgrade anytime.

CHOOSE THE PLAN THAT FITS YOUR TEAM

Subscription Plans

Launch Plan

Perfect for individuals or small teams getting started with AI powered workflows

1 active agent

 

General Q&A 

 

Use on elevate workspace dashboard

& your website 

 

Self-guided tutorials and

email support

 

7 day free trial

 
$99
/ month
$89
/ month

10% Discount

before November 15th

Growth Plan

Built for small and growing teams ready to scale with a collaborative AI dashboard

3 active agents

 

General Q&A, lead collection,

and calendar scheduling

 

Use on elevate workspace, your website, social media integrations, API  & webhooks

 

Self-guided tutorials, access to premier monthly newsletter, and email support

 

7 day free trial

 
$299
/ month
$269
/ month

10% Discount

before November 15th

Elevate Plan

All-inclusive AI workspace designed for

established agencies or professionals

6 active agents

 

All Growth features plus customized functions and advanced workflow integration

 

Use on elevate workspace, your website, social media integrations, API  & webhooks

 

Client support: Self-guided tutorials, access to premier monthly newsletter, email

support, and customized training page

 

Priority Support and ongoing white label maintenance 

 
$999
/ month
$899
/ month

10% Discount

before November 15th

Self-Guided Onboarding

Fast start with zero friction

Activation: instant once Early Access opens

 

Quick automated setup form for logo

and agency info

 

Preloaded starter agents ready to customize

 

Short video walkthroughs

 

Step by step launch checklist

 

Email support. No live call

 

DIY self guided resources included

 

Included for free with  every plan

 
$49
$0

For free during Early Access

Express Set Up

Branded beginner dashboard

Delivery: 24 to 48 hours after form submission

 

Branded workspace setup with logo, colors, and program type

 

Access to agent templates for

compliance, QA, and outreach

 

Ready to send team setup guide

 

Add additional managing users

 

Priority email support for 30 days

 

DIY self guided resources included

 
$299
$249

Save 20% during Early Access

Concierge Configuration

Personalized rollout with a live kickoff.

Delivery: 48 to 72 hours after form submission

 

Workflow mapping form to personalize

agent setup

 

Option to upload policies or sample

forms for alignment

 

Preloaded folder system for easy navigation

 

30 minute kickoff meeting to introduce your workspace

 

Priority email support

 

DIY self guided resources included

 
$485
$389

Save 20% during Early Access

CHECK IT OUT

Watch the Free Demo Video

Subscription billed monthly. Cancel at anytime.

STILL HAVE QUESTIONS? WE HAVE ANSWERS!

Frequently Asked Questions

What is an AI agent in Elevate Workspace?

A task-specific helper that automates repeat admin work (intake, documentation support, scheduling, reminders, follow-ups) and ops/QA tasks (policy checks, audit logs, training nudges, KPI snapshots). Each agent is custom-configured to your SOPs, roles, and tools.

What is the process?

Start by completing the free assessment. It will show you where your organization is losing the most time and money. You will receive all the information and tools for a self-guided customization process. If you are interested in further assistance or want additional customized features, we have onboarding packages available.

Is onboarding required? What does it include?

No. Every subscription includes the DIY Onboarding Guidebook and step-by-step tutorials so you can set up independently at your pace. You’ll also have ticketed support if questions come up.

We offer two onboarding packages that offer varying levels of assistance and special features depending on your goals and needs.

How does pricing work?

Subscribe to a workspace and add only the agents you need. Early customers lock a Founder’s Rate: 10% off subscription for life. Onboarding is optional and 40% off during this promotion.

Can it be used with client or patient information (PHI)?

Not with the current agents. At this stage, our agents are designed for operations, compliance support, and workflow optimization. They do not process or store PHI.

We do have agents that help with clinical planning, sample workflows, and examples, without requiring patient data. PHI-enabled agents are coming soon. Early access will be limited, so signing up now ensures your organization gets priority when these tools launch.

Can I customize the agents for my agency?

Yes. Each agent comes with a short customization form where you can add your organization’s name, policies, and workflows. The agent instantly adapts to your agency. You can also upload documents for deeper customization.

Is my data secure?

Yes. Every workspace is hosted in a secure environment with strict privacy protections. You control who has access to your agents and data.

Do I need to be “tech-savvy” to use this?

Not at all. Everything is designed to be self-service and simple. Adding or removing agents is as easy as clicking a button. Your onboarding process comes with all the tools and instructions you need to get started, and support is always available if you want it.

What happens if my agency grows or changes?

As you scale, your system scales with you. Need to serve more clients? Add a reporting agent. Expanding programs? Add compliance support. New staff? Add training agents. You decide what you need and when, and the system grows with you.

How do I get started?

Start by completing the free assessment. It will show you where your organization is losing the most time and money. Once you’re ready, the onboarding process sets up your secure workspace so you can begin adding agents immediately.

Wondering how you or your team can elevate your outcomes? Take 2 minutes to see your quick wins.

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