Workup Portal
Demo Mode — You are viewing a sample run. No real data is required. Click through the form with pre-filled values, and you will see a complete sample report at the end using fictional "Meridian Dental, San Diego" data.
Full Practice Workup

Give us the inside.
We'll give you the map.

Your P&L, payroll, employee manual, and ten quick questions — and we produce a complete AI automation analysis: every function, every reclaim-able hour, a 90-day roadmap, and the operating picture of your practice with AI in place.

1Contact
2Uploads
3Operations
4Report

Your contact information

We'll send your completed report here. This is not shared.

Contact
Please fill in your email address.

Upload your practice documents

All files are encrypted in transit and stored privately. None are shared. Upload what you have — the more context, the more specific your report.

PDFs and images are read directly by Anthropic's Claude AI to generate your report. We store your files privately — never public, never sold. Details in our privacy policy.

P&L / Financial Summary
📊
Profit & Loss or income statement
PDF, CSV, or Excel — last 12 months preferred
Payroll Summary / Hours by Role
👥
Payroll export or roles & hours list
PDF or CSV — job titles and weekly hours minimum. Last names are stripped before analysis.
Employee Manual & SOPs (optional)
📋
Employee handbook, SOPs, training docs
PDF or Word document

10 questions about how your practice runs

Each answer makes your automation map more specific. None are required, but every one improves the report.

Appointment Booking
Phones & Front Desk
Recall & Reactivation
Billing & Collections
Marketing & Reviews
Anything else
Analyzing your practice…
We're reading through your documents, mapping every operational function, and building your AI automation blueprint. This takes 1–3 minutes.
📂Ingesting uploaded documents
👥Building staffing picture
🤖Mapping AI automation opportunities
📋Auditing SOPs and manual
🗓️Building 90-day roadmap