Practice management software that automates admin for coaches while keeping client data private
Stage
Not given
MVP
Founded
Not given
Not given
Based in
IN
CA
Pricing model
Not given
Freemium
Pricing
Not given
Free during private beta and free while coaching up to 3 paying clients. After that: $49 USD/month standard; $39 USD/month for founding coaches (first 100 practices, for life); $29.40 USD/month for beta coaches (for life). Billed monthly in the currency of your practice's country. No transaction fee
Key features
Adaptive intake screening with PHQ-9, GAD-7, C-SSRS
In-session note generation with CPT and ICD-10 code suggestions
Between-visit patient check-ins with micro-assessments
Longitudinal progress tracking across months of scores and themes
Customizable triage alerts and review signals
Case Q&A to query patient records by question
Claims preparation and appeals with evidence tracking
Free companion patient app for mood and sleep tracking
Automated booking with client self-service and Google Calendar sync
Self-chasing invoices with multiple payment methods
Intake forms and agreements sent before first session
Private client portal for sessions, invoices and notes
ICF hours tracking with paid and pro bono split
Coaching website drafted from coach's own words
Email outreach to past and current clients
Session prep with goals, commitments and client notes
Client pipeline with stages and automated check-ins
In-app Guide for help articles and import assistance
What makes it different
100% of AI-generated content requires clinician approval before entering the record
Comprehensive audit trail of every view, note and decision
Longitudinal case understanding from screening through follow-up visits
HIPAA-ready with BAA available; GDPR aligned with DPA
All features in one flat price with no transaction fees on client payments
Staff have no tool to access coach accounts or client records
AI assistant has zero data retention and never trains on user data
Built by a working coach who still runs his practice on the platform