Lead agent01
Reads every shared or personal mailbox, sorts urgent from noise, drafts replies in your voice, files receipts and newsletters, and quarantines phishing. You review and send.
Microsoft 365GmailHIPAA modeWe run it
$20 per user / month (5-user minimum)
or $199 per shared mailbox / month
Why first: email is the admin task owners name most, psychologists' #1 AI use is drafting email (APA 2025), and Microsoft's own trial measured 30 min/week saved per user on email alone.
See how it works
Answers calls 24/7, books appointments, takes messages and texts back missed callers.
$149 / mo incl. 250 min, then $0.30/min
PhoneCalendarHIPAA modeWe run it
Triages tickets, walks staff through common fixes, and escalates to a Summit tech with notes.
$0.99 per resolved ticket · $149 / mo minimum
M365EntraWe run it
Spots denied claims, finds the missing piece, drafts the appeal or corrected claim for your biller.
$349 / mo · or inside Practice Billing
ClearinghouseEHRHIPAA mode
Books, moves and confirms appointments by email or text, fills cancellations from a waitlist.
$199 / mo
Outlook / GooglePMSHIPAA mode
Answers customer questions on your site and by text from your own content, then hands off warm leads.
$0.99 per handled conversation · $149 / mo minimum
Web chatSMSCRM
Pulls bills from email, codes them in QuickBooks and queues them for approval. Never pays on its own.
$199 / mo
QuickBooksEmail
Reads intake forms, PDFs and scans, and fills your systems with the data, flagging anything unclear.
$199 / mo
PDF / OCRCRM / EHRHIPAA mode
Checks every email staff report as suspicious, pulls lookalikes from all inboxes and explains the verdict. A Summit Shield add-on.
$149 / mo
M365 DefenderSummit Shield
Replies to new inquiries within minutes, qualifies them and books the call, with opt-outs and CAN-SPAM rules built in.
$349 / mo
EmailCRMWe run it
Plans, drafts and schedules posts and short videos for your Google profile and social pages. You approve before anything posts.
$349 / mo
MetaGoogle BusinessWe run it
Something only your business does. We scope it in writing, build it on the same rails, and run it for you.
from $599 / mo · setup from $6,000
Any APIYour Azure