Stop Drowning in Specialist Coordination

Streamline collaboration with rehab counselors, speech pathologists, and OTs—faster and with fewer headaches.

Chasing down updates and aligning with multiple specialists eats up your time and focus. Every missed detail or delayed response puts client progress at risk and piles on stress.

The hidden cost

What this is really costing you

Coordinating with various specialists means endless emails, note-sharing, and status tracking. Each interaction requires careful documentation and follow-ups, often across different platforms. It’s easy to lose track, miss critical updates, or duplicate work.

Time wasted

1.7 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,465/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Manual coordination leads to delays, missed information, and frustration for both you and your clients. Over time, this can impact client outcomes and your professional reputation.

Return on investment

The math speaks for itself

Today — without agent

1.7 hrs/week

of manual work

$2,465/year/ year

With your AI agent

0.3 hrs/week

agent-handled

$435/year/ year

You save

$2,030/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Summarizing Team Input

You ask your agent to compile recent notes from all specialists into a single summary for your next client meeting.

Drafting a Unified Care Plan

You ask your agent to draft a care plan that incorporates recommendations from a speech pathologist and an occupational therapist.

Tracking Action Items

You ask your agent to list outstanding follow-ups for each specialist involved in a client’s case.

Preparing Progress Reports

You ask your agent to generate a progress update to share with the interdisciplinary team.

How to hire your agent

1

Connect your tools

Link your document editors, note-taking platforms, and communication tools commonly used in your workflow.

2

Tell your agent what you need

Type: 'Summarize the latest notes from the rehab counselor and speech pathologist for my client’s session tomorrow.'

3

Agent gets it done

The agent returns a concise, organized summary, ready to share or discuss with your team.

You doing it vs. your agent doing it

Manually collect, read, and condense notes from each specialist.
Ask the agent to summarize all notes in seconds.
1 hr/week
Combine recommendations from various sources and write plans yourself.
Agent drafts a unified plan based on all inputs.
30 min/week
Maintain lists and reminders across emails and documents.
Agent tracks and organizes all follow-up actions.
20 min/week
Gather data and write updates for each client manually.
Agent generates comprehensive updates instantly.
20 min/week

Agent skill set

What this agent knows how to do

Summarize Interdisciplinary Notes

The agent quickly compiles and summarizes notes from multiple specialists into a unified, easy-to-read brief.

Draft Collaborative Care Plans

It generates draft care plans based on input from all involved professionals, saving you time and ensuring alignment.

Track Specialist Follow-Ups

The agent manages and tracks follow-up actions, so nothing falls through the cracks.

Prepare Client Progress Updates

It assembles clear, comprehensive progress updates for sharing with the care team.

Organize Communication Threads

The agent keeps all conversations and shared documents organized for quick reference.

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