Who we work with

AI automation for concierge medicine practices

Members pay for access and attention. The practice loses both when a message waits hours for a reply, a renewal goes out late, or a follow-up is forgotten. We build the systems that keep the promise at scale, and route anything clinical to the physician.

Where the hours go in a practice.

Six pieces of work we see in almost every practice, what the system takes over, and what you get back.

First response to member messages

Every message gets an immediate, personal acknowledgement with a realistic time for a full reply. Routine requests, such as refills, records, and scheduling, are handled directly. Anything clinical goes straight to the physician.

What you get back: Members feel heard in minutes. The physician sees only what needs them.

Membership renewals and billing

Renewal notices go out on schedule with the right plan details, failed payments are followed up politely, and the practice gets a weekly list of who needs a personal touch.

What you get back: Renewal revenue stops depending on someone remembering. Lapses are caught early.

Visit preparation

Before each visit, the system gathers what has changed since last time from intake answers and the member’s own updates, and drafts a short brief for the physician.

What you get back: Visits start with context instead of catching up.

Follow-up after visits

Post-visit instructions, referral coordination, and check-in messages go out on the schedule the physician sets, with replies routed back.

What you get back: Nothing agreed in the room is forgotten after it.

Prospective member enquiries

Website and phone enquiries are answered immediately, common questions about the model and pricing handled, and a meet-the-practice call booked.

What you get back: Growth enquiries convert while interest is high, without pulling staff off members.

Preventive outreach

Screenings, labs, and annual reviews that are due trigger a personal invitation to book, drawn from the practice’s own care schedule.

What you get back: Preventive care happens on time, which is the whole point of the model.

What we would build first.

Three steps, in order. You can stop after the first one and keep the plan. How we work and what each step costs are on their own pages.

Proof

Systems already running, mapped to your practice.

● CompletedService business

Real-time AI voice receptionist

A streaming voice agent that answers, books, and routes calls around the clock, with SMS follow-up.

<300msvoice response
24/7calls answered
3systems live
● CompletedInsurance / finance

RAG onboarding automation

Retrieval over product docs drafts client illustrations and runs onboarding paperwork, with citations to verify.

~85%less manual prep
3systems live
Citedgrounded answers
● CompletedMarketing agency

Lead-gen + CRM orchestration

A pipeline that enriches leads, qualifies them with AI, routes to the CRM, and fires follow-up sequences.

4systems live
Instantlead response
Qualifiedleads only

Real-time AI voice receptionist

This is your line when the practice is with a member: answered, triaged, booked, with a summary to the right person.

RAG onboarding automation

This is your intake and visit-prep engine: briefs drafted from what the member already told you, with the source shown.

Lead-gen + CRM orchestration

This is your prospective member pipeline: every enquiry captured, qualified, and booked.

Questions we get from every practice.

Does the system ever give medical advice?
No. It handles logistics and routes anything clinical to the physician. That boundary is set in the build and reviewed with you before anything goes live.
What about patient privacy and my obligations?
We build on the systems you already use rather than copying patient data into new ones, keep each automation’s access to what it needs, and document every data flow in the audit. Your compliance advisor reviews that document before we switch anything on.
Will members notice a difference?
They will notice faster replies and fewer dropped threads. The system introduces itself honestly for routine matters and hands off the moment a person is needed.
How long before something is running?
The audit takes one to two weeks. The first build, usually first response or renewals, is live two to four weeks after that.
Pranav Desai

Pranav Desai

AI Systems Architect
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How I work

I start by listening, not pitching. No deck, no jargon. I find where your team is quietly losing hours, then build the smallest system that wins them back. I ship working software, not slideware, and I own it from the first call to production.

Mission & goal

Put AI to work on the busywork so people get back to the business. I build durable agents that earn their keep on day one and still run a year later, so teams are free to do the work only people can do.

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