Complete practice management for solo therapists

Run your whole solo practice. With AI at the front desk.

CallSphere brings scheduling, intake, portal, telehealth, therapy notes and billing into one system, then adds an AI front desk for routine inquiries, booking and handoffs while you stay focused on care.

One connected client recordBuilt for owner-cliniciansAI within practice-defined rules

Be in the room with clients without leaving access unattended.

A solo therapist has to protect clinical focus and still make it easy for a prospective client to take the next appropriate step.

Routine inquiries do not depend on a callback window

The AI receptionist can respond to approved service and scheduling questions while you are in session or away from the phone.

Your calendar becomes the source of truth

Offer only the services, appointment types and availability you have configured, with a handoff path for requests outside those rules.

The first administrative steps stay connected

Move from inquiry to appointment request, intake preparation and staff review without copying details between disconnected tools.

A responsive client path without a separate front-desk stack.

The built-in AI front desk has a narrow administrative role, and every allowed action connects to the same practice record you use after the client schedules.

01

Respond

Handle routine phone or website questions from the practice knowledge you approve.

Services · logistics · FAQs

02

Understand

Capture administrative intent, preferences and the details needed to find an appropriate next step.

Need · format · timing

03

Schedule

Check configured availability and support booking or rescheduling within your practice rules.

Live calendar · confirmations

04

Prepare

Set up intake follow-up or route a concise summary when the conversation needs your review.

Intake · summary · handoff

One system from first inquiry through the business of care.

The practice-management platform is the foundation. Its AI front desk is connected to the operational tools a solo therapist needs, so the client journey never stops at the phone call.

Scheduling and reminders

Manage appointment requests, recurring sessions, availability, reminders, waitlists and the client-facing schedule from one place.

Digital intake and portal

Keep demographics, consent, insurance details, forms and secure client communication connected to the record.

Therapy notes and telehealth

Document SOAP, DAP, BIRP and treatment plans, use 1:1 telehealth, and review any AI-assisted note draft before signing.

Billing and payments

Coordinate invoices, superbills, client payments and available insurance workflows without building a separate revenue stack.

Autonomy with boundaries

You define the lane. The AI stays administrative.

Choose which questions the receptionist may answer, which appointments it may support, and when it must route the conversation. Diagnosis, therapy and clinical decisions remain with qualified people.

Approved practice knowledge
Configured bookable services
Escalation contacts and rules
Clinician-reviewed documentation

See your solo practice running in one system—with AI built in.

Walk through your scheduling, intake, documentation, billing and front-desk workflow with a therapy-practice specialist.