HIPAA-Compliant Practice Growth: FROM CLICK
TO CLIENT
TO CASH.
The AI tools to grow your medical, legal, or cash-based practice. Capture leads, convert them with AI Workers that never sleep, and collect payment — all in one HIPAA-compliant platform.




We're in the business of helping you grow yours.
Click. Client. Cash.
Three steps. One platform. AI-driven from the first touch to the final invoice.
Capture every lead, free
Pull prospects from your site, Google, Instagram DMs, Facebook Messenger and Google Business Chat into one inbox. Turn missed calls into SMS conversations instantly.
Convert with AI Workers, 24/7
Human-like AI Workers handle phone, SMS, chat and email — booking appointments, answering questions, and nurturing prospects while you sleep. No sick days. No complaints.
Collect payment, on the spot
Text-2-Pay invoices, Tap-2-Pay terminal on your phone, and automated re-engagement campaigns turn first-time clients into repeat buyers. Cash hits the account, not the to-do list.
Never miss a call.
Never lose a lead.
62% of inbound calls go unanswered. Most callers don't leave a voicemail — they just dial the next business on the list.
An always-on AI dispatcher answers every call, sounds like part of your team, qualifies the caller, and drops jobs straight onto your calendar.
- →Picks up every call, day or night
- →Books appointments straight to your calendar
- →Trained on your services, hours, and pricing
- →Sends you instant transcripts and next steps
Three steps to never miss a lead again.
A call goes unanswered
When an inbound call to your practice goes unanswered, your AI Worker springs into action within seconds.
AI responds instantly
Your trained AI answers the call or sends a personalized text — keeping the conversation alive 24/7.
Bookings & notifications
You get a push notification. The AI handles booking or you jump in — every conversation logged and tracked.
Automate it all. Save hours. Skip the duct-tape stack.
Conversational AI Workers
Always-on, knowledgeable, friendly. They juggle hundreds of chats at once with the consistency only AI can deliver.
3-Click Ad Launch
Skip the $2,000/mo agency. Launch proven social ad templates in three clicks and schedule months of campaigns in one sitting.
Unified Inbox
Text, FB Messenger, Instagram DM, Google Business Chat and email — every conversation in one chat stream.
Reputation on Autopilot
Request, read and reply to Google & Facebook reviews from the same inbox you use for everything else.
Text-2-Pay & Tap-2-Pay
Send invoices over SMS and accept card payments right from your phone — at the desk or in the field.
Run It From Your Pocket
Full-featured mobile app means your practice runs whether you're at the office, the airport, or the lake.
Trusted by practices that lead their markets.
"Joe's marketing approach added over $25 million in patient revenue to my business. I have become the dominant plastic surgeon in my market — by far."
"He taught me how to tweak — sometimes completely change — my marketing and make it work for me. Highly recommend for any practice that wants long-term results."
"He reduced our ad spend by nearly 50% while keeping our revenue stable. After 16 years, I trust his judgement on what works and what doesn't."
One plan. Everything included.
Backed by a 30-day money-back guarantee. Monthly plans: 60 days notice to cancel. Annual plans: cancel any time before renewal. No contracts, no drama.
Premium · Monthly
One-time $1,499 quick-setup fee · $2,248 to get started
- ✓More Prospects with AI
- ✓More Clients & Patients with AI
- ✓More Reviews with AI
- ✓More Repeat Buyers with AI
- ✓Mobile App included
- ✓30-Day Money-Back Guarantee
- ✓3-Click Ad Launch included
- ✓HIPAA Compliance included
Premium · Annual
Save $1,499 setup fee + 2 months free
- ✓More Prospects with AI
- ✓More Clients & Patients with AI
- ✓More Reviews with AI
- ✓More Repeat Buyers with AI
- ✓Mobile App included
- ✓30-Day Money-Back Guarantee
- ✓3-Click Ad Launch included
- ✓HIPAA Compliance included
Got a question? Get a quick answer.
01Is there a free trial available?
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Is there a free trial available?
No — but you're covered by a 30-day no-questions-asked money-back guarantee. We also include free 30-minute onboarding calls until you're fully up and running.
02Can I change my plan later?
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Can I change my plan later?
Of course. Compliantly scales with your practice — chat to our team any time to find the right fit as you grow.
03What is your cancellation policy?
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What is your cancellation policy?
Monthly plans require 60 days written notice to cancel. Annual plans run to the end of the term and you can cancel any time before renewal. No drama, no contracts to argue about.
04How does billing work?
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How does billing work?
We auto-bill via credit card. Minutes and messages are charged in $50 increments based on usage. Plans are per location, not per user or contact — manage unlimited users from one account.
05Is there a desktop app?
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Is there a desktop app?
Yes — Compliantly ships a native desktop app for macOS, Windows, and Linux. Grab it from the Downloads page, sign in with your Compliantly account, and run your inbox, calls, and pipelines straight from the dock.
Turn your practice into a flourishing business.
Take the leap with us and realize your practice's full potential. Backed by a 30-day money-back guarantee.
