Ways we can work together

Pick the path that matches where you are.

Whether you want to read first, work through it together in a single session, have a coach on call, or a hands-on partner to keep building — there’s a way to start.

Two paths. Pick the one that matches where you are.

Whether you want to read first, work through it together in a single session, have a coach on call, or a hands-on partner to keep building: there’s a way to start.

Path 1 Advisory — when you want guidance

Read the guide

A plain-language guide on where to start with AI and how to stay HIPAA-safe. The AI you probably already have, three things to try this week, and the one signature that makes it compliant. Read it on your own. Bookmark it. Come back when you’re ready.

Freeself-serve, no signup
  • Where to find the AI in your existing office suite
  • Three small things you can try this week
  • How to make it HIPAA-safe with one signature
  • What to know about ChatGPT, Claude, Zoom AI, and Plaud
Read the guide

Get started

A 90-minute working session where we look at the tools you already pay for, and I show you one or two ways to start using AI this week. Solo or a small group of up to five. The point isn’t to teach you everything. It’s to take your first confident step.

$350 singleor $1,200 four-pack
  • 90-minute working session, 1:1 or small group
  • Walk through the tools you already pay for
  • One or two ways to start using AI this week
  • Follow-up email with prompts and resources we covered
Get started

Coaching

A monthly subscription that gives you an AI expert on speed dial. Ask questions over email or text. Send me prompts you’re trying. I’ll show you how to make them better. Get a HIPAA gut-check before you commit to a new tool. Includes a 30-minute check-in each month.

$395 / monthcancel anytime
  • Email and text Q&A, ~24-hour turnaround
  • One 30-minute check-in call each month
  • Prompt reviews: I’ll help you make them better
  • HIPAA gut-checks on tools and vendors
Start coaching
Path 2 Build — when you’re ready to put something into practice

First build

A 3 to 4 week fixed-fee engagement to design, build, and measure one AI-powered workflow: visit notes, weekly client summaries, billing review, family communication. We agree on success metrics upfront, build it together, train your team, and put measurement in place so you can see the value over time.

from $4,000fixed-fee, scoped after discovery
  • Discovery, audit, and success metrics agreed upfront
  • HIPAA-safe automation, designed and built
  • Team training and documentation
  • Ongoing measurement, so you can see the time it gives back
Scope a build

Custom automation series

For practices that finished their first build and want to keep going. We ship a new automation roughly every 4 to 6 weeks (a different workflow each time) with discovery, build, and training built in. Direct access during active builds. Three-month minimum, then continue or transition to ongoing support.

from $3,500 / month3-month minimum
  • A new automation shipped every 4–6 weeks
  • Discovery, design, build, and training each cycle
  • Direct access during active builds
  • Quarterly roadmap review
Talk through scope

Ongoing support

A monthly retainer for practices that have automations in place and want a partner to keep them running well. Office hours with your team, small builds and tweaks as needs come up, HIPAA check-ins, and training for new hires, without re-scoping every time something changes.

from $1,500 / monthscoped to your practice
  • Monthly office hours with your team
  • Small builds and tweaks as needs come up
  • HIPAA review check-ins
  • Training for new hires as you grow
Talk through scope

Not sure which fits? Book a free 30-minute call. We’ll figure it out together.

Want to talk it through?

The fastest way to figure out what makes sense for you is a 30-minute call. No charge, and you’ll walk away with at least one concrete next step.

Or email me directly: kate@careclarity.ai