Stop Losing Clients to Slow Response Times

SimpleIntake is the AI-powered intake CRM built for group practices.


Respond in seconds

Track every inquiry

Sign up more clients

Your team is amazing

But they can only be in one place at a time. When they're on a call, grabbing lunch, or (heaven forbid) taking a sick day? New inquiries go straight to voicemail. By the time your team follows up, those potential clients have already booked elsewhere.

Here's the hard truth

The fastest practice to respond gets the client. Every. Single. Time. You're not losing clients because your team isn't good—you're losing them because they can't be everywhere at once.

What if you could respond to every inquiry in under 10 seconds?

Yep, even at 7pm on a Friday. Even when your team is swamped. Even on holidays. It would be a game-changer!

The Simple Intake logo features three upward-pointing arrows in green, blue, and yellow next to the words "Simple Intake" in blue and black text.

Everything your intake department needs. Nothing it doesn't.

SimpleIntake isn't trying to be your EHR, your billing system or your marketing platform.
We do one thing, intake, and we do it better than anyone. 

AI Voice Receptionist

Answers calls 24/7 with a warm, professional voice. Responds to questions, qualifies callers, and books consultations.

Two-Way SMS & Email

Communicate with prospects from one unified inbox. Automated follow-up sequences, reminders, and templates — all included.

Visual Intake Pipeline

See every inquiry at every stage of your intake process. Nothing falls through the cracks. Your team knows exactly what to do next.

Consultation Booking

Potential clients self-schedule their consultation. No back-and-forth, no phone tag. The calendar fills itself.

Smart Automations

Follow-up sequences and intake workflows run automatically. Your team focuses on conversations, not admin tasks.

Conversion Tracking

Know your numbers. How many inquiries came in, how many became clients, and where people are dropping off in your pipeline.

Custom Contact Forms

Collect exactly what you need before the first appointment. Custom forms built around your practice's specific workflows.

AI Chatbot

Engage people right on your website. The AI chatbot starts the intake process before a human ever gets involved.

All HIPAA-Compliant

Everything runs on HIPAA-compliant infrastructure. Your clients' information is protected at every step.

Click to play

Before SimpleIntake vs. After SimpleIntake

😓 Before:

  • Missed calls go to voicemail
  • They book with faster-responding practices
  • Evenings = worrying about missed opportunities
  • Thousands in lost revenue every month

🎉 After:

  • Every call answered in seconds
  • More consultations booked automatically
  • Evenings = no more worrying about missed calls
  • Happy team, happy clients, growing practice

Hear The AI Receptionist In Action

Don't just take our word for it, listen to real demo calls.

You'll hear how the AI handles tricky insurance questions, books consultations on the spot, and delivers the kind of responsive, caring experience that actually converts inquiries into booked clients.

A man sits on a chair looking at his phone with concern while a woman sits in the background appearing upset in a living room.

Teen Therapy Inquiry

A woman sits on a couch, holding a phone to her ear and crying. A calendar shows October 26, and a glass of water is on the table in front of her.

Caller In Crisis

A worried woman sits in an armchair, holding a tissue and talking on the phone, with a window and a plant visible in the background.

Anxious Caller

Jordan Zuber, LMFT

Empowering Change

"The AI receptionist has been warm and welcoming to clients and helps them feel taken care of right away, which has been much better than sending them to voicemail."

A woman with long curly brown hair and a green top smiles at the camera against a neutral background.

Sara Weber, LPC

Discovery Counseling Austin

"SimpleIntake has replaced several tools we were using and saved us money in the process. My team loves it and it has helped us provide better care to our clients."

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How It Actually Works

1. We Set It Up For You

Our team customizes SimpleIntake for your practice. You review, approve, and test—then go live whenever you're ready.

2. Calls Start Getting Answered

Phone calls, website chats and contact forms all flow into the system. It responds instantly with answers tailored to your practice.

3. Consultations Get Booked

Your AI receptionist can schedule consultation calls on your intake coordinator's calendar, send booking links via text, and also route calls to your human team when needed.

4. You Watch Your Practice Grow

Review call transcripts, listen to recordings, and track caller trends in your dashboard. Make data-driven improvements to your intake process based on real caller behavior.

No complicated setup. We handle everything for you.

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What does it cost?

Simple, Transparent Pricing

  • No setup fees
  • No long-term contracts
  • Unlimited AI calls + chats
  • Done-for-you onboarding
  • Fully HIPAA-compliant
  • Real human support
  • $297/mo for 1-19 clinicians, $497/mo for 20+

$

297

per month

How Fast Does SimpleIntake Pay For Itself?

Spoiler: faster than you think 😁

SimpleIntake ROI Calculator
$50 $400
You need just
2
sessions per month to cover the cost
SimpleIntake costs $297/month. Slide to see how many sessions you need to cover it.

You Will Love SimpleIntake

If you're a private practice owner who is:

  • Tired of missing calls and losing clients
  • Overwhelmed by the daily intake process
  • Ready to scale without more hiring
  • Looking for a solution that works 24/7

If you're getting plenty of calls but not enough booked sessions, SimpleIntake can turn those missed opportunities into revenue.

Your questions Answered

Does It Sound Like A Robot?

It uses advanced AI voice technology that's clear, professional, and easy to understand. Callers know they're speaking with an AI assistant—and that's perfectly fine. They appreciate getting instant help without navigating phone menus or waiting on hold. The voice is natural enough that conversations flow smoothly, and callers get the information they need quickly.

How long does setup take?

We will set up your account and build your AI Receptionist in 3 to 5 business days. Then you can review, approve and test it. Then you can go live whenever you're ready.

Is SimpleIntake HIPAA Compliant?

Yes, absolutely. We sign a Business Associates Agreement (BAA) with every practice we work with to ensure full HIPAA compliance. We've been protecting client information for therapy practices since 2018.

Can it actually book appointments?

Yes! SimpleIntake includes booking calendars, replacing Calendly, Acuity or other similar solutions. The AI Receptionist can book consultation calls directly with you or your intake coordinator. It does not connect with your EHR or book appointments for therapy.

What if it doesn't know an answer?

It's trained on your practice's specific info. If a question comes up it can't answer, it takes a message and notifies you (or your team) by email. You can update it's training and knowledge base any time.

What if I already have an intake coordinator?

Perfect! Your AI Receptionist handles the initial response, routine questions and booking consults. This frees up your coordinator to focus on matching clients with the best therapist and taking care of other admin tasks.

I'm not sure about AI talking to potential clients

Our AI is specifically trained for therapy practices and always discloses it's an AI assistant. Plus, complex conversations always go to your human team. You get the speed of AI with the trust of human oversight.

Do I need a new phone number for the aI receptionist?

Yes, we'll set up a new number for you, but you can keep your current number and phone system. We recommend using the SimpleIntake number for all new inquiries—put it on your website, Psychology Today, Google AdWords, etc. You can also forward your existing number to the AI Receptionist (24/7 or just nights/weekends). We'll help you design the ideal setup for your practice.

Ready to start answering every call?

Stop wondering if you're missing potential clients. With SimpleIntake, every inquiry gets an instant response, so you can grow your practice without growing your stress.

Free Workshop: How To Never Miss A Client

78% of clients book with the first practice that responds. Watch our 15-minute workshop and learn how to be that practice, every time.

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