Client intake for therapy practices

Illustrative administrative task

• Example task: logging a new-client inquiry and drafting a scheduling reply for the clinic team to review. You choose one repeated task on the call.
• This is an illustration, not evidence of a working integration or a customer result.

Proposed flow

• Read one approved source: your intake form export.
• Organize the inputs for the task into one draft.
• Draft the output for human review. Nothing is sent or changed yet.
• Act only after explicit approval from a named person.
• Log each approved action in the activity log.

Human control

• A person approves every message, record change, and system action before it runs.
• Unapproved drafts are never sent or saved to a system.
• Hiring, medical, and legal decisions are out of scope and are never automated.

Fixed scope and price

• $15,000 one-time fixed scope covers one workflow.
• Scope includes one approved source integration, an activity log, an agreed acceptance test, and documentation and handover.
• Scope, access, and delivery date are agreed in writing before any commitment.
• No ongoing managed service or paid licenses are included.

Common questions

• Is compatibility checked before any work starts? Yes. Compatibility with your tools is checked first, and no work is committed until that check passes.
• Are results promised? No. This is an illustrative workflow, and no results are promised.
• Does the AI act without a person? No. A person approves every action before it runs.
• What is included in the scope? One workflow and one approved source integration, as set out in the written scope.

A note before you send anything

Evaluating Z4C? Do not send confidential, privileged, or health information during the evaluation. A one-page plan states exactly what data and software access the work needs before any work starts.