Small business owners were drowning in admin — scheduling, follow-ups, and reminders consuming 15–20 hours per week. Tools were fragmented across calendar apps, CRMs, and email platforms with no unified system to keep everything from falling through the cracks.
ClientPocket Agent
Year2024
PlatformWeb App
Duration3 months
ServicesProduct Strategy, AI Integration, Full-Stack Development
18Hours Saved / Week
100%Follow-Up Rate
73%Cancellation Recovery
<30sResponse Time
The Approach
The Solution
We built an AI assistant that consolidates scheduling, follow-up, and client communication into one intelligent system — handling the work that buries front desk teams.
- Automated follow-up sequences after every consultation
- Smart cancellation recovery with waitlist management
- Daily practice briefing with actionable insights
- Two-way SMS and email patient communication
- Integration with major EMR/PMS systems
- Dormant patient reactivation campaigns
Every empty chair is revenue that walked out the door. AI fills the gaps your team can't get to.
The Results
Weekly Admin Hours18 hrs2 hrs
Follow-Up Completion34%100%
Cancellation Fill Rate12%73%
Your front desk is juggling phones, check-ins, insurance, and 6 unreturned voicemails. One AI assistant recovers what's falling through the cracks — and it costs less than another hire.
Case Insight
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