AI intake coordination
for behavioral health
Confidante automates intake, qualification, matching, and scheduling — 24/7 — so your growing practice can focus on care, not coordination.
Quick setup
Quick setup
HIPAA Compliant
HIPAA Compliant
AI intake coordination
for behavioral health
Confidante automates intake, qualification, matching, and scheduling — 24/7 — so your growing practice can focus on care, not coordination.
Quick setup
HIPAA Compliant
Qualify eligibility
smart routing
Yes
New client message
start
Core intake
clinically informed
Match with team
book directly
Assess risk
safety protocols
Qualify eligibility
smart routing
Yes
New client message
start
Core intake
clinically informed
Match with team
book directly
Assess risk
safety protocols
Meet Confidante
Meet Confidante
AI purpose built for behavioral health group practices
Confidante handles the unique complexity of behavioral health intake—with safety and compassion—so your practice can focus on care:
Qualifies clients and verifies payment
Conducts comprehensive intake
Screens for risk according to practice policies
Matches clients to the right therapist
Answers practice-specific FAQs
Routes complex cases to your team
Integrates seamlessly with your workflows
Meet Confidante
AI purpose built for behavioral health group practices
Confidante handles the unique complexity of behavioral health intake—with safety and compassion—so your practice can focus on care:
Qualifies clients and verifies payment
Conducts comprehensive intake
Screens for risk according to practice policies
Matches clients to the right therapist
Answers practice-specific FAQs
Routes complex cases to your team
Integrates seamlessly with your workflows
Qualify eligibility
smart routing
Yes
New client message
start
Core intake
clinically informed
Match with team
book directly
Assess risk
safety protocols
Qualify eligibility
smart routing
Yes
New client message
start
Core intake
clinically informed
Match with team
book directly
Assess risk
safety protocols
Qualify eligibility
smart routing
Yes
New client message
start
Core intake
clinically informed
Match with team
book directly
Assess risk
safety protocols
Performance dashboard
Intake dashboard
+27% efficiency
+27% patient growth
Grow profitably
Grow profitably
Designed to scale your practice—and improve your bottom line.
Confidante delivers clear business impact for practice owners managing 10+ therapists:
Reduce overhead: Replace dozens of weekly hours of admin time
Increase conversion: Capture clients after hours and on weekends
Improve visibility: Understand your intake funnel and drop-off points
Free your team: Focus your team's efforts on higher value client care
Grow profitably
Designed to scale your practice—and improve your bottom line.
Confidante delivers clear business impact for practice owners managing 10+ therapists:
Reduce overhead: Replace dozens of weekly hours of admin time
Increase conversion: Capture clients after hours and on weekends
Improve visibility: Understand your intake funnel and drop-off points
Free your team: Focus your team's efforts on higher value client care
Built for Behavioral Health
Built for Behavioral Health
Created with group practice owners, for group practice owners
Confidante combines clinically informed best practices with proven technology:
Clinical Advisor is a Stanford-trained Psy.D and group practice owner
Customizable to your group’s intake policies and therapist preferences
HIPAA-ready infrastructure and safety protocols
Supports end-to-end intake and scheduling
Built for Behavioral Health
Created with group practice owners, for group practice owners
Confidante combines clinically informed best practices with proven technology:
Clinical Advisor is a Stanford-trained Psy.D and group practice owner
Customizable to your group’s intake policies and therapist preferences
HIPAA-ready infrastructure and safety protocols
Supports end-to-end intake and scheduling
Stay ahead with AI
Stay ahead with AI
Stay ahead with AI
See why practice owners are scaling with AI
Compare how your practice transforms when you adopt AI
Without Confidante
Without Confidante
With Confidante
With Confidante
Availability
Business hours
24/7
Availability
Business hours
24/7
Availability
Business hours
24/7
Scalability
More headcount as you grow
Unlimited
Scalability
More headcount as you grow
Unlimited
Scalability
More headcount as you grow
Unlimited
Client response time
1-3 business days
Immediate
Client response time
1-3 business days
Immediate
Client response time
1-3 business days
Near-zero
Overall productivity
Average
Unlimited
Overall productivity
Average
Unlimited
Overall productivity
Average
Unlimited
Conversion visibility
Fragmented
Real-Time
Conversion visibility
Fragmented
Real-Time
Conversion visibility
Fragmented
Real-Time
Performance management
Periodic
Automatic
Performance management
Periodic
Automatic
Performance management
Periodic
Automatic
Onboarding Speed
Months
Minutes
Onboarding Speed
Months
Minutes
Onboarding Speed
Months
Minutes
Our Mission
Our Mission
Our Mission
AI that champions the therapeutic alliance
AI for intake coordination is just the beginning. Our mission is to champion the therapeutic alliance through AI that automates the inessential so you can deliver the exceptional.
Andrew Tam, Founder
Andrew Tam, Founder
Chief Marketing Officer (BlockFi, Earnest), Credit Karma, Stanford MBA
Chief Marketing Officer (BlockFi, Earnest), Credit Karma, Stanford MBA
Dr. Britney Blair, Clinical Advisor
PsyD, DBSM, CST. Co-Founder Helyx Health. Adjunct Faculty, Stanford
Engineering Advisor (to be announced)
Former VP Engineering, >$1B valuation mental health platform
frequently asked questions
frequently asked questions
frequently asked questions
Common questions answered
How secure is Confidante?
Confidante is built to meet HIPAA standards for protecting personal health information. We use encrypted storage and transmission, secure servers, and strict access controls to keep your information private. We sign HIPAA Business Associates Agreements with all vendors that handle PHI.
How secure is Confidante?
Confidante is built to meet HIPAA standards for protecting personal health information. We use encrypted storage and transmission, secure servers, and strict access controls to keep your information private. We sign HIPAA Business Associates Agreements with all vendors that handle PHI.
How secure is Confidante?
Confidante is built to meet HIPAA standards for protecting personal health information. We use encrypted storage and transmission, secure servers, and strict access controls to keep your information private. We sign HIPAA Business Associates Agreements with all vendors that handle PHI.
Can I integrate my existing tools?
Absolutely. Confidante supports a wide range of integrations to connect with your favorite CRM and EHR systems effortlessly. If you are using a system we have not yet integrated, rest assured we will add it to our roadmap.
Can I integrate my existing tools?
Absolutely. Confidante supports a wide range of integrations to connect with your favorite CRM and EHR systems effortlessly. If you are using a system we have not yet integrated, rest assured we will add it to our roadmap.
Can I integrate my existing tools?
Absolutely. Confidante supports a wide range of integrations to connect with your favorite CRM and EHR systems effortlessly. If you are using a system we have not yet integrated, rest assured we will add it to our roadmap.
How quickly can I see results?
Many of our clients notice immediate improvements in workflow efficiency once automation is set up, often within the first week of use.
How quickly can I see results?
Many of our clients notice immediate improvements in intake efficiency once integration is set up, often within the first week of use.
How quickly can I see results?
Many of our clients notice immediate improvements in workflow efficiency once automation is set up, often within the first week of use.
Do you offer client support?
Yes, we provide white glove onboarding to ensure a smooth process for integrating Confidante AI. After onboarding, we maintain regular check-ins with your team to ensure all workflows are operating effectively.
Do you offer client support?
Yes, we provide hands-on support to guide you through setup and ongoing regular touchpoints along the way.
Do you offer client support?
Yes, we provide white glove onboarding to ensure a smooth process for integrating Confidante AI. After onboarding, we maintain regular check-ins with your team to ensure all workflows are operating effectively.
Is there a free trial available?
We don’t offer a free trial, but every new practice is covered by a Three-Month Satisfaction Guarantee. If our AI Intake Coordinator doesn’t meet your expectations in the first 90 days, we’ll work with you to resolve issues — or you can cancel with no further obligation.
Is there a free trial available?
We are currently in our Pilot Program period. Pilot participants receive lifetime "most favored nation" pricing on all our products.
Is there a free trial available?
We don’t offer a free trial, but every new practice is covered by a Three-Month Satisfaction Guarantee. If our AI Intake Coordinator doesn’t meet your expectations in the first 90 days, we’ll work with you to resolve issues — or you can cancel with no further obligation.