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One decision at a time.

Every one of these takes a single technology decision a small practice actually faces, names the real options, and walks through what each one costs and what breaks. Written from the work, not from a vendor page.

Field Note9 min read

AI Intake for a DFW Professional Office: Chatbot vs Intake Form

Two different purchases that get sold as the same thing

A chatbot answers questions. An intake system captures the people who are ready to become clients and puts them where your staff already works. Most small offices buy the first and needed the second. Here is how to tell which one you are being sold, what each costs, and what breaks.

Facing one of these decisions right now?

Tell me what you are trying to fix. If the honest answer is that you do not need to buy anything, that is what you will hear.

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