ICIntake & Screening Agent
Intake Coordinator
Front-of-House
New-client intake, screening, matching, waitlist management.
Simplepractice
3 toolsFor / Mental Health / Therapy Practice
For Mental Health / Therapy Practice
Run the floor. We'll run the front desk.
LVRD builds you a private AI team that captures the leads, builds the day, and verifies the insurance — and waits for your yes before anything ships.
$500 blueprint·10-hour guarantee·your own private instance
Approvals
Waiting on youICIntake Coordinator Needs yes
New-client intake, screening, matching, waitlist management.
ApproveHold
SCSchedule Coordinator Needs yes
Booking, confirmations, reminders, cancellation backfill.
ApproveAdjust
INInsurance Coordinator Sent
Eligibility verification, claims/superbills, balance follow-up.
Where the week goes
The job is the easy part. The office is what eats you.
You're good at the work. The office is the other job — the calls, the calendar, the invoices, the follow-ups — and it's the one that eats the week. Here's the load that piles up around the work you actually do.
- Juggling the schedule by hand
- Clients lapsing without a nudge
- Leads that sit unanswered
- Verifying insurance one call at a time
- Admin that eats the evening
Why a team
Every owner wears three hats.
Two of them never come off.
- 01
The Technician
The craft you started for — the work only you can do.
Stays yours - 02
The Manager
Calls, scheduling, invoices, follow-ups — the office load.
Handed to the team - 03
The Owner
Where the business goes next — the part you started for.
Finally gets a turn
Your AI team takes the office. You keep the craft and the bigger idea.
Your AI team
A team built for how you run — not a template.
Each agent owns one corner of the office and wires into the tools you already use. Start with the four that ship first; add the rest as you scale.
Your starter teamShips first — live in week one
Simplepractice3 toolsSCScheduling & Reminder Agent
Schedule Coordinator
Operations · Calendar
Booking, confirmations, reminders, cancellation backfill.
ServiceTitan
Housecall3 tools
SupervisedHousecall3 toolsINInsurance & Superbill Agent
Insurance Coordinator
Finance · Claims
Eligibility verification, claims/superbills, balance follow-up.
Applied EpicEzlynxTebra3 tools
SupervisedRSNo-Show & Waitlist Agent
Retention Specialist
Growth · Retention
No-show recovery, waitlist fills, cancellation policy enforcement.
3 toolsExpand your teamAdded as the business grows
BABilling & AR Agent
Billing & AR
Growth · Retention
Invoicing, copays, payment reminders.
3 toolsCCClient Comms Agent
Client Comms
Growth · Retention
Secure messaging, forms, between-session logistics.
3 tools Connections
Connected to what you run on — agent by agent.
Every connection is scoped to the agent that needs it, and revocable any time. Here's how the starter team wires in.
IC
Intake Coordinator
Intake & Screening Agent
TypeformScoped accessSSimplepracticeScoped access
HubSpotReads & writesSC
Schedule Coordinator
Scheduling & Reminder Agent
SServiceTitanReads & books
JobberReads & booksHPHousecall ProReads & books
IN
Insurance Coordinator
Insurance & Superbill Agent
AEApplied EpicScoped access
EEzlynxScoped access
TTebraScoped access
RS
Retention Specialist
No-Show & Waitlist Agent
TwilioTexts & callsPodiumDrafts repliesGoogle CalendarReads & booksWorks with your stack. Search and see.
The recognizable core of 800+ connections. Don't see yours? If it has an API, the blueprint wires it.
Surfaced for Mental Health / Therapy Practice
SSimplepracticeConnection
TTherapynotesConnection
HHeadwayConnection
TypeformSurveysHubSpotCRMSServiceTitanField Service
JobberField ServiceHPHousecall ProField Service
All connections
CalendlyScheduling
GmailCommunicationGoogle CalendarScheduling
Google DriveStorage
GustoHR
MailchimpMarketing
NotionProductivity
QuickBooksAccounting
SalesforceCRM
ShopifyE-commerce
SlackCommunication
SquarePayments
StripePayments
XeroAccounting
ZendeskSupport
AirtableProductivity
AnthropicAI Models
AsanaProductivity
AshbyHR
AttioCRM
ConfluenceProductivity
Constant ContactMarketing
DocuSignLegal
DropboxStorage
FacebookSocial
FreshBooksAccounting
GitHubDev Tools
GongCRM
Google SheetsProductivity
HiBobHR
InstagramSocialIntercomSupport
JiraDev Tools
LinearDev Tools
LinkedInSocial
Microsoft TeamsCommunication
monday.comProductivity
NetSuiteAccounting
OpenAIAI Models
OutlookCommunication
PayPalPayments
Sage IntacctAccounting
SAPAccounting
SharePointStorage
SurveyMonkeySurveys
TrelloProductivityTwilioCommunication
UKG ProHR
WhatsApp BusinessCommunication
WorkdayHR
X / TwitterSocial
ZoomCommunicationDon't see yours? If it has an API, we'll wire it.
Talk to us What it handles
The work that never made it onto a list.
- Intake & screening
- scheduling
- insurance/superbills
- no-show recovery
Approvals & control
Nothing ships without your yes.
The team drafts, schedules, and prepares — then waits. You stay the owner of every decision that touches a customer or a dollar.
Every action, your call
Quotes, schedule changes, invoices, replies — each one lands in your approval queue first. Approve in a tap, or hold it.
Autonomy is earned
Every agent starts fully supervised. As it proves itself on the routine work, you can let specific actions run on their own — and pull it back any time.
Your rules, hard-coded
Hard-gate anything — a dollar ceiling on what goes out, a customer you always handle yourself, a step that always asks first. Your limits, enforced.
This is the promise on every LVRD page, in every trade: the product waits for your yes. Earned autonomy is opt-in, scoped, and reversible — never the default.
Pricing
Start with a blueprint. Scale into a team.
A paid diagnostic maps the work and proves the hours. If it's worth it, the team runs month-to-month. No contract.
1 Start here · the blueprint
$500once
The 90-minute diagnostic
We sit down and map your business — where the week goes, the team that would handle it, and the rules that keep it safe. You walk away with three documents you keep.
- A map of your operations
- Your AI team blueprint
- Your operating playbook
then
2 Ongoing · the platform
$300/ month · no contract
Build & run your AI team
We build the team from your blueprint, run it, and maintain it. New roles and changes included. Cancel any month.
+ what the AI costs to run, billed straight to you at cost. No markup.
Included in the platform
- A team built for your business
- Operator desktop + mobile app
- One-tap approvals & guardrails
- Daily briefings & weekly view
- New roles & changes, ongoing
- Your own private instance
Guaranteed
The 10-hour guarantee
If the blueprint doesn't surface 10+ hours a week an AI team would handle, you don't pay.
Yours either way
Continue to the platform or not — the documents are yours to keep.
Questions
The things owners ask first.
Can the AI handle lead intake and class booking?
Yes — your team covers lead intake and class booking end to end, capturing the work and booking the next step, and routes anything sensitive to you.
Does it work with Simplepractice, Therapynotes, Headway?
Yes. Each agent wires into the tools you already run on with scoped access you can revoke any time.
Will it message members without asking me?
Only once it's earned it. Every agent starts fully supervised — nothing ships without your yes — and you can hard-gate anything.
What does it cost?
A $500 blueprint maps the work and proves the hours. If it's worth it, the team runs at $300/month plus AI usage billed at cost — no contract.
How quickly can it start?
The 90-minute blueprint maps your business and the agents that should run it; the team is built from there.
Get started
Ninety minutes to a blueprint. Then a team that runs the rest.
We map your week, draft your roster, and prove the hours. You decide what turns on.