For private practice
For LCSWs, LMFTs and LPCs who left the agency to get the clinical work back — and inherited the back office along with it.
The enemy here is the administrative system, not the work and not the people you see.
Going independent is a trade: you take on the billing, the credentialing, the software bill and the empty Tuesday afternoons, and in exchange nobody tells you how many sessions a person is allowed to have. That trade is worth making. What makes it hard is that the administrative half expands to fill whatever time the clinical half leaves behind.
Prior authorization, denial codes, claim rework, a documentation backlog you clear on Sundays — none of that is clinical judgment, and none of it is why you got licensed. It is a tooling problem wearing a workload costume.
Digital intake that builds the chart · scheduling with Google Calendar and Meet · AI-drafted SOAP/DAP/BIRP notes you sign · coding suggestions and an ICD-10/CPT claim scrubber · claims submitted, rejections reworked, remittance posted, marked paid · copays on your own Stripe · superbill and receipt PDFs · treatment plans with co-sign.
Daily check-ins, homework dispatch, journaling, auto-scored self-assessments, pattern notes back to you, and a pre-session brief before every appointment. Crisis resources always on, with a flag that escalates to a person.
Shaula, the AI office, included with the seat — and a free download separate from the subscription. What Shaula runs →
Unlimited active clients. AI interactions pooled across the practice. The records room ships into this same seat price when it is ready.
If you are fully cash-pay with a light caseload and already documenting the way you like, the billing half of this is machinery you will not use. If you need a hardened practice-management system running the whole back office this week, the records room is still in final validation and an established EHR is the safer call today. We wrote that comparison out in full →
And if your position is that AI should not touch client-facing work at all, that is a coherent position and this is not the product for you.