AI Readiness Assessment · For healthcare clinics and law firms
Find where your practice is leaking hours and money.
In one 60-minute call we map where the work piles up, then hand you a written report that ranks the tools worth paying for, each with its cost, setup time and estimated hours back, and a 4-day plan your team can follow to turn on the first fixes.
$999 flat · full refund if fewer than 3 tools pass
Not ready? Start with a free 15-minute callWe check every recommendation against the systems you already run.
- Microsoft 365
- SimplePractice
Product names and logos are trademarks of their owners. Real Simple Solutions is not affiliated with, endorsed by, or a partner of any of these companies.
Sample report, pages 2 & 8: executive summary and financial impact. Fictional practice.
Built for owners who run the practice, not IT.
This is for practice owners, office managers, and managing partners who keep hearing about AI but haven't seen it save an hour in their own office. You don't need to be technical. You get an AI consultant's answer to one question: what's worth your money?
AI for clinics
- Front desk buried in calls, reschedules, and no-shows
- Intake forms re-typed into the EHR
- Billing and claims follow-up eating a full-time role
- Reminders and recalls that only go out when someone remembers
AI for law firms
- Intake calls and web leads waiting until someone has time
- Conflict checks and new-matter setup done by hand
- Routine letters, engagement agreements, and summaries drafted from scratch
- Client status updates that turn into phone tag
It's not a fit if:
- You want custom software built. That's a separate engagement (see Fractional CAIO follow-on).
- You're a solo practice with one main bottleneck. The free 15-minute call will probably get you further.
- You need a compliance or security audit. This assessment looks at your operations. It doesn't certify anything.
Three ways practices get stuck on AI, and what we do about each.
Most owners we talk to are in one of these three places.
They buy something nobody uses.
“They have me locked into a one year contract for services that DO NOT WORK!”
Dental practice, on Reddit, 2025 Every tool in the report comes with its monthly cost, contract terms, setup time and estimated hours back before you sign anything. If a feature you already pay for does the job, we say so first.
They wait, because nobody says where to start.
“I'm drowning in admin tasks for my practice … not sure where to start.”
Therapy practice owner, on Reddit, 2026 One call maps where your hours go. The report ranks what to do first and what to ignore, and you leave with a 4-day plan your team can follow to turn on the first fixes.
They hire, or they lean on the one person who knows how everything works.
“And when that person leaves, and they inevitably leave, your system grinds to a halt.”
Personal injury firm owner, on Reddit, 2025 We find the repetitive work that sits on one or two people and price the tools that could take it off their plate. The goal is lighter work for the team you have, not a smaller team.
Quotes are from public posts, testimony and interviews by practice owners and staff. They are not our clients.
We start with your bottlenecks, not with the tool.
Here's what lands in your inbox.
This is a sample built for a fictional practice, so you can see the format before you buy.
ROI from the numbers you gave us
Pages 2 & 8 of 9
AI Readiness Assessment
- Prepared for:
- Sample Practice
- Assessment date:
- March 2026
- Business type:
- 4-provider outpatient clinic, 9 staff
- Primary focus:
- Front-desk phones, intake, and claim follow-up
Executive summary
- The pain
- The front desk spends the day on reminder calls, re-typing intake forms, and chasing claims.
- The outcome
- Four tools take reminders, intake entry, claim checks, and after-hours calls off the desk.
Financial impact
- Total monthly tool cost
- $560
- Weekly time returned
- 16 hrs
- Monthly net ROI
- ~$1,500
Illustrative, fictional practice. Net ROI values saved hours at $30/hour, a typical loaded front-desk cost (wage plus benefits), minus tool cost.
Quick wins, top-left: start here
Impact–effort matrix
Pages 3 & 7 of 9
Impact
Quick Wins
Major Projects
Fill-Ins
Ignore These
Effort to set up
- 1Appointment reminders
- 2Intake form re-entry
- 3Claim status calls
- 4After-hours calls
- 5Prior authorization submissions
- 6Connecting the phone system to the EHR
- 7Post-visit review requests
- 8Website inquiries
What comes after quick wins
- Prior authorization submissions. They need payer and EHR connections.
- Connecting the phone system to the EHR, so calls open the right chart.
Every tool priced and timed
Recommended solutions
Pages 5 & 6 of 9
Appointment reminders
Text appointment reminders
- Cost/month
- $60
- Setup
- 1 day
- Saves (hrs/week)
- 4
- Contract:
- Month to month
- BAA / client data:
- Signed BAA offered
Intake form re-entry
Online intake forms that write to the EHR
- Cost/month
- $80
- Setup
- 2 days
- Saves (hrs/week)
- 5
- Contract:
- Month to month
- BAA / client data:
- Signed BAA offered
Claim status calls
Clearinghouse with automatic claim-status checks
- Cost/month
- $120
- Setup
- 1 day
- Saves (hrs/week)
- 4
- Contract:
- Annual, auto-renews
- BAA / client data:
- Signed BAA offered
After-hours calls
After-hours medical answering service
- Cost/month
- $300
- Setup
- 2 days
- Saves (hrs/week)
- 3
- Contract:
- Month to month
- BAA / client data:
- Signed BAA offered
Didn't pass
Website chatbot. Most new inquiries already come in by phone, so it would add a monthly cost without saving hours or bringing in new revenue.
Your 4-day quick-wins plan
- Day one: Text reminders. Turn them on and connect the calendar.
- Day two: Intake forms. Build the form and map it to your EHR.
- Day three: Answering service. Set the after-hours script and train the front desk (30 min).
- Day four: Claim-status checks. Turn on automatic checks and review the first week's calls and no-shows.
- Book & pay
- Discovery call (60 min)
- We do the research
- Review call (30 min)
We record the call (with your OK) so the recommendations come from what you said, not from our assumptions. Your written report arrives within 3 business days of the discovery call, and the whole thing takes about 90 minutes of your time.
What $999 buys, and what each part is worth to you.
- 60-minute discovery call
- Someone outside the practice maps where the hours actually go, so you stop guessing.
- Written report: 3–7 tools matched to your bottlenecks
- A short list to act on, instead of a dozen vendor demos.
- Impact–effort matrix
- You see what to do first, and what to ignore.
- Cost, setup time and estimated hours back for every tool
- You know the price before you talk to a single sales rep.
- The tools that didn't pass, and why
- You also learn what not to buy.
- 4-day plan
- Day by day: what your team signs up for, connects and owns, so they can start without a new hire.
- Financial impact from your own numbers
- The math is shown, so you can check it yourself.
- 30-minute review call
- Your questions answered before you spend another dollar.
What the problem already costs
- Physicians report about 40 prior authorizations a week, taking 13 hours of physician and staff time (AMA survey, 2025).
- In a secret-shopper test of 500 U.S. law firms, 48% were essentially unreachable by phone (Clio Legal Trends Report, 2024).
Against that, $999 once.
Fewer than 3 tools pass? You get your $999 back.
Full refund.
A tool passes only if it
- brings in revenue,
- gives your team hours back,
- or improves the patient or client experience,
and only after we've
- priced it,
- timed the setup
- and checked it against the systems you already run.
The report marks every tool pass or fail and shows why. Think a “pass” doesn't hold up? Say so on the review call: if we can't show it meets the test, it counts as a fail. If fewer than 3 pass, ask within 7 days of your review call and you get the full $999 back, no argument.
- The report is yours.
- Use it with anyone, including another consultant or vendor.
- No commissions.
- We don't take referral fees from any tool we recommend.
- No records, no logins.
- We never need patient or client files, or a login to your EHR, practice management, or case management system. You tell us how the work runs.
- Data rule
- Any tool that would touch patient information must offer a signed BAA (business associate agreement), or it doesn't make the report. For law firms, every tool that would handle client information is checked against the confidentiality questions in ABA Formal Opinion 512. The report shows where each tool stands.
- One mention, no pitch.
- If you want help with bigger projects later, we offer an ongoing Fractional CAIO engagement, and your $999 is credited if you start within 30 days. We bring it up once on the review call, and that's all.See how Fractional CAIO works
Who you're working with
Real Simple Solutions works with clinics and law firms across the United States. We augment and automate the work that piles up around your team: phones, intake, scheduling, billing, and follow-up.
We work only with clinics and law firms, and every tool we recommend comes priced, timed, and checked against the systems you already run, or it doesn't make the report.
Real Simple Solutions · +1-631-223-7322 · support@realsimplesolutions.ai · Replies the same business day
Not sure yet? Start with 15 free minutes.
Tell us the one thing that eats the most time in your practice, and we'll suggest one tool that could help. There's no report, no cost, and no follow-up sequence.
Questions owners ask before booking
Do you set anything up?
No. We deliver the report and the 4-day plan. Your own team follows the plan to turn on the first fixes, and you sign up with each vendor directly.
Why pay before the discovery call?
The call is the work. What we learn from your answers is what the report is built on. Paying up front also means you get our full attention, not a sales pitch.
What if AI isn't the answer for us?
Then the report says so. Plenty of the best fixes aren't AI at all: a feature your current software already has, better reminders, or a template. Those count as tools too.
Can't I just ask ChatGPT?
For some questions it's a fine start. It can't ask follow-up questions about how your office actually runs, check a tool against your systems, or price the setup. The report is built from your answers, not from a prompt.
Do the recommended tools cost extra?
Yes. You pay each vendor directly, and the report shows every monthly cost and contract term before you sign up for anything.
Will the tools work with the systems we already run?
Checking that is part of the research. If a tool doesn't work with your setup, it doesn't make the report.
What happens to what we tell you?
The assessment is a conversation, not a data transfer. Please keep patient or client details off the call. The recording and transcript are used only to write your report.
How long until I get the report?
Within 3 business days of your discovery call. We schedule the review call when the report is ready.
Who's on the call?
On your side: you, plus anyone who knows where the work piles up, often an office manager, firm administrator or lead paralegal. On ours: the person who writes your report. The same person runs both calls.
Full refund if fewer than 3 tools pass.
Find out where the hours are going.
Book one call. Leave knowing what to fix first, what to skip, and a 4-day plan your team can follow to turn on the first fixes.
Or start with a free 15-minute call- $999 flat, paid at booking
- Full refund if fewer than 3 tools pass.
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