For Private-practice therapist · 8 Grok Bots

A therapy back office that returns referrals, drafts notes, and gets sessions billed

8 Grok Bots for a private practice: capture every referral, draft same-day progress notes, draft treatment-plan updates you review, fill the week, draft superbills and reminders, and stay in touch with your own clients — all as drafts you review and sign.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·3 domain specialists·Success metric: Same-week documentation and billed-session rate·Category: Healthcare
The problem it targets

Running the practice between sessions — returning referral calls, writing progress notes from memory late at night, keeping treatment plans and outcome measures current, juggling the week's schedule, and drafting superbills and balance reminders — so referrals go cold, notes fall behind the documentation deadline, and unbilled sessions sit uncollected because there is no time to sit down and do the paperwork between clients.

What you get

From day one

1

Every referral, call, text, and inquiry logged the moment it lands, in the person's own words, and screened for fit against your scope and waitlist — so no referral is lost between sessions.

2

Same-day progress notes drafted from your own session summary, treatment plans and outcome measures kept current, plus a proposed weekly schedule with confirmation and reminder messages ready for you to send.

3

Superbills and invoices drafted the day a session is done, staged reminders for outstanding balances, a one-page weekly caseload digest with every number linked to its source, and disclosed newsletter drafts to your own opted-in clients.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Referral Intake

intake
read-only
Watches & prepares — never sends
Capturing every referral/call/text/form into the intake log; fit and waitlist screen
Approves: duplicate flag; fit-decline escalation
3

Clinical Notes

drafter
specialist
Drafts for your review — you approve before anything leaves
SOAP/DAP progress notes from your session summary, inferences flagged
Approves: every note before you sign it
4

Treatment Plan Drafter

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafts treatment-plan updates and outcome-measure tracking for your review, stale-measure flags
Approves: you review every plan-update draft before it enters the record
5

Session Scheduler

coordinator
Drafts for your review — you approve before anything leaves
Proposed weekly schedule; drafted confirmations and reminders
Approves: every message; every booking
6

Billing & Superbills

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted superbills/invoices and staged balance reminders
Approves: every send; any money movement
7

Practice Reporter

reporter
read-only
Watches & prepares — never sends
Weekly digest: sessions, no-shows, outcome trends, unbilled sessions
Approves: none (nothing leaves the practice)
8

Outreach & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Intake→Notes→Drafter→Scheduler→Superbills→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every message, note, treatment plan, and superbill waits for your review and, where clinical, your signature.
  • ×It never diagnoses, decides care, or finalizes a record on its own; the licensed clinician reviews and signs every clinical document.
  • ×It never moves money, files an insurance claim, or books a session without your decision.
  • ×It uses only your own records and your own opted-in clients and referrers; it never uses an audience you do not own or reaches anyone who has not opted in, and it never looks up a client outside your records.
Same-week
documentation and billed-session rate
How you'll know it's working

One number, measured over time

Share of sessions with a progress note completed within the documentation window, and share of completed sessions invoiced or superbilled within the target window

Before day one

What you fill in — the bots never guess these

intake-log
the header contract for the intake log every bot reads and writes.
progress-note
your own note structure and clinical wording.
fee-schedule
your session fees and CPT codes. Amounts come only from here.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

Explore Grok Bot training