Lead Intelligence pulls in every new inquiry — forms, lead ads, tracked calls. An AI setter texts, emails and calls in your practice’s name, qualifies the case and books the consult. Your team sees every conversation and can step in at any point.
New-patient inquiries only — existing patients stay with your front desk · Sign in →
Illustrative preview · sample data
What Lead Intelligence does
The moment a new lead lands, the AI setter opens the conversation by text and email and can place the first call — in your practice’s name, not ours, and only inside the hours you allow. A follow-up cadence by text and email carries it from there.
Website forms, Meta and Google lead ads and CallRail-tracked calls land in one lead book — deduplicated, with the source kept on every lead.
Each lead is scored Hot, Warm or Cold from what they actually said — with the reasoning and a recommended next step.
The AI offers real open times and books the consult into your practice management system — and keeps off the days your doctor is out.
Once someone on your team calls a lead, the AI stands down on it. Handoffs, callbacks and follow-ups land in one task queue.
How it works
Point your website forms, Meta and Google lead ads and CallRail tracking at Lead Intelligence. Every inquiry becomes one lead, deduplicated, with its source kept.
A text and an email go out as soon as your contact hours allow, in your practice’s name — and the AI can place the first call. Replies are answered and the case is qualified and scored.
The AI offers real open times and books the consult into your schedule. The lead moves along your pipeline — new lead, consult, closing, signed.
Texts, emails and call transcripts in a single thread that names the channel on every message — plus a built-in softphone and dialer for the calls a person should make.
A pipeline from new lead to consult to signed case, with consult fees, contracts and a follow-up scorecard for every person on the team. Role-based access keeps each role to its own work.
Part of the Dion suite — open it from the Dion console with one sign-in.
Start with your own numbers, or talk to us.
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