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

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.

Your discount is locked for life. Enjoy permanent savings across every service and product we release.
Skip the waitlist and receive
hands-on setup support with discounted onboarding packages.
Your feedback will directly shape new features and tools before they roll out to the public. Vote on your top choice.



Be showcased as part of our founding circle, demonstrating your leadership in innovation.
Try new agents and features
before public release.
Your first month is free;
cancel anytime in month one.
cancel anytime - no questions asked

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
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


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
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

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.

Client-led onboarding with checklists, templates, and quick videos. Start small, launch and scale fast!
You decide access and approvals. Least-privilege permissions, audit-ready logs, and no PHI. You own your data.
Add or remove agents anytime. Start small and scale by role, program, or site—no tool changes
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.
Subscription billed monthly. Cancel at anytime.
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.
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.
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.
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.
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.
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.
Yes. Every workspace is hosted in a secure environment with strict privacy protections. You control who has access to your agents and data.
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.
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.
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.
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