AI + Human Powered Revenue Platform

The Scheduling Team for Dentists.Law Firms.Insurers.

We don't just pick up the phone; we convert potential clients into booked appointments. Specialized intake specialists trained by professionals, for professionals.

0% Answer Rate
0% Cost Reduction
0X ROI Average
The Economics of Conversion

Why Answering
Is Not Enough.

Every missed call or poorly handled inquiry is a lost opportunity—potentially worth thousands in lifetime value. We focus on Quality Call Conversion that drives growth for your practice.

  • Trained by Professionals: Our dental teams are trained by dentists. Our legal teams by lawyers. We speak your language.
  • Custom SOP Implementation: We don't use generic scripts. We implement your specific Standard Operating Procedures (SOPs).
  • Scalability for Every Practice: Whether you're a solo practitioner or a multi-location firm, our platform scales with you.
Calculate My Potential ROI

Specialized Teams

Not just agents. Specialists trained in your specific field to ensure high-quality conversion.

SOP Driven

Consistent, protocol-driven intake that follows your practice's unique rules and culture.

AI + Human + Process

Three pillars that turn every patient call, form submission, and message into a booked appointment.

01
STEP 01

AI Captures & Qualifies

AI instantly answers calls, chats, and forms — qualifying leads and gathering information 24/7.

02
STEP 02

Specialists Verify & Convert

Trained industry specialists review, verify accuracy, handle complex scenarios, and book appointments.

03
STEP 03

Attribution Tracks ROI

Every touchpoint is tracked. Know exactly which channels, campaigns, and keywords drive real revenue.

Omnichannel UX

Every channel. One seamless experience.

From phone calls and SMS to web chat, email, and forms — we manage the entire communication lifecycle to maximize conversions.

  • Voice experience optimization with sub-60s response
  • SMS conversion workflows with smart follow-up
  • Email automation with human review layer
  • Conversation timeline tracking across channels
  • Conversion journey mapping and analytics
Explore Services
< 1 min Average response time across all channels
Omni Channel Phone, SMS, Email, Chat, Forms
24 / 7 AI-powered availability, always on

Built for industries that can't afford missed opportunities

Tailored workflows, integrations, and compliance for each vertical.

Dental Practices

Patient scheduling, insurance verification, recall campaigns, and PMS integrations designed for dental offices.

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Insurance

FNOL & claims intake, policyholder communication, seasonal scaling, and AMS integrations for carriers and agencies.

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Law Firms

Lead capture, intake qualification, consultation booking, and case management integration for legal practices.

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Everything you need to capture, convert, and retain

Intake & Call Handling

Every call answered, qualified, and routed to the right outcome.

Scheduling & Booking

Real-time appointment booking synced with your practice system.

Insurance Verification

Eligibility checks and benefit verification before the appointment.

Follow-Ups & Recall

Automated follow-up sequences to re-engage and reduce no-shows.

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Attribution Engine

Know exactly what drives your revenue

Full-funnel conversion tracking and multi-touch attribution so you never waste marketing budget again.

  • Multi-touch attribution support
  • Channel-level reporting (calls, forms, SMS)
  • Campaign source tracking
  • Marketing ROI protection
Learn About Attribution

Conversion Reporting

See exactly which channels convert and at what cost.

Full Visibility

Track every touchpoint from first click to booked appointment.

ROI Protection

Stop wasting budget. Double down on what works.

Built for regulated industries

Enterprise-grade security and compliance workflows you can trust.

HIPAA-Aware Workflows

Designed with healthcare data privacy in mind.

Consent Management

Communication compliance with built-in consent workflows.

Data Security

Encrypted storage, audit logging, and access controls.

Plugs into the tools you already use

Seamless integrations with your PMS, CRM, marketing, and call tracking platforms.

Dentrix Open Dental Eaglesoft Salesforce HubSpot Clio Google Ads CallRail Google Analytics Zapier Custom API
View All Integrations →

Real outcomes for real businesses

Our clients see measurable improvements across every metric that matters.

0%
Call Answer Rate
0%
Lower Cost vs In-House
0%
Increase in Booked Appointments
24/7
Coverage with AI + Human Backup

Ready to optimize your intake?

Book a personalized demo and see how IntakeOS can transform your communication experience.