🤖🤖🤖 AI Agents for Your Practice, Including Your Own

We're expanding the Assistant into AI agents, background routines that handle recurring work without being asked. Session Prep is the first. Next come agents for things like keeping an eye on outstanding balances, tracking intake progress, and flagging compliance gaps before they become problems.

You'll decide exactly how much each agent can do: read-only, ask before acting, or handle it automatically. And you won't be limited to our agents. You'll be able to create your own with custom instructions, so an agent can follow the rules of your practice, not a generic one.

The goal is simple: the admin work that piles up between sessions gets done in the background, and you review the results.