Your office is busy.
Let AI handle the rest.

We help dental offices, med spas, insurance agencies, and professional practices save time and money with AI that actually works — not another app you'll never use.

No contracts. No jargon. Just results.

Sound familiar?

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Missed calls = missed revenue

30% of calls to professional offices go unanswered. Every missed call is a patient, client, or lead walking to your competitor.

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Your staff is buried in busywork

Scheduling, data entry, follow-ups, reminders — your team spends more time on admin than on the work that actually matters.

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After hours? You're closed.

Clients and patients don't stop needing you at 5pm. But your phones do. That's revenue you're leaving on the table every night and weekend.

There's a better way.

AI can answer your phones 24/7, book appointments, handle routine questions, follow up with leads, and take busywork off your team's plate — so they can focus on patients and clients, not paperwork.

The problem? Most AI tools are generic, confusing to set up, and weren't built for your industry. That's where we come in.

What we do

We don't sell software. We show up, learn your business, and implement AI that fits how you actually work.

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AI Phone & Chat

24/7 call answering, appointment booking, and patient/client questions — handled instantly, in your brand voice. Nights, weekends, lunch breaks covered.

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Workflow Automation

Automate scheduling, reminders, follow-ups, data entry, and document processing. We integrate with the tools you already use — OpenDental, Mindbody, Clio, Applied Epic, and more.

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Smart Operations

AI-powered review requests, lead follow-up sequences, no-show recovery, and reporting — so you know what's working and what's not.

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Team Training & Support

We train your staff to work alongside AI — not fight it. Plus ongoing local support when things change or you want to do more.

Built for professionals like you

Every industry has different software, workflows, and regulations. We build solutions tailored to yours.

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Med Spas

Speed-to-lead automation, after-hours booking, treatment follow-ups, and review management.

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Insurance Agencies

AI call handling with insurance terminology, AMS integration, claims intake, and certificate requests.

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Dental Offices

Patient scheduling, insurance verification, recall reminders, and after-hours phone coverage.

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CPA & Accounting

Client document collection, tax season overflow handling, and automated client communication.

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Financial Advisors

Prospect follow-up, meeting scheduling, compliance documentation, and client reporting automation.

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Law Firms

Client intake automation, missed-call recovery, document processing, and case status updates.

Don't see your industry? Let's talk — we probably can help.

How it works

No long contracts, no complex onboarding. Most offices are up and running in under two weeks.

1

Discovery

We visit your office (or hop on a call), learn your workflows, and identify where AI can save you the most time and money. Free, no obligation.

2

Build & Integrate

We set up and customize AI tools for your specific practice — integrated with your existing software. Your team gets hands-on training.

3

Launch & Optimize

Go live with monitoring and support. We track performance, fine-tune, and make sure you're getting real results — not just a new tool collecting dust.

Enterprise AI expertise, small business focus

Our team has spent years building enterprise-grade AI and data systems at Fortune 500 tech companies. We've seen firsthand how the right technology transforms businesses — and how the wrong approach wastes everyone's time.

We started OfficePal because local professional offices deserve the same AI advantages that big companies have — without the enterprise price tag or the "figure it out yourself" approach of most software tools.

Based in Orange County, we work directly with your office. Not a call center. Not a chatbot. Real people who understand your business and make sure the technology actually works for you.

Questions we hear a lot

It depends on what you need. Most offices start between $500–$2,000/month with a one-time setup fee. We'll give you a clear quote after the free consultation — no hidden fees, no surprises. The goal is always a positive ROI within the first few months.

No. AI handles the overflow — nights, weekends, lunch breaks, and repetitive tasks. Your team handles the relationships, the judgment calls, and the work that requires a human touch. Think of it as giving your staff a superpower, not a pink slip.

Not for you. We handle all the technical work — setup, integration, testing, training. You just tell us what you need. Most offices are fully up and running in one to two weeks with minimal disruption.

We get this concern — early AI was rough. Today's AI handles routine questions and scheduling naturally. For anything complex, it routes to your team immediately. We customize the AI to your practice's voice and protocols, and you can listen to every interaction. Most clients are surprised how natural it sounds.

We take this seriously. All implementations follow industry-standard security practices, and for healthcare offices, we ensure HIPAA-compliant configurations. Your data stays yours — we don't sell it, share it, or use it for anything other than serving your practice.

That's exactly why we exist. Generic tools fail because they're not customized for your industry or integrated with your software. We don't hand you a login and wish you luck — we build it specifically for your practice and make sure it works before we step back.

No long-term contracts required. We offer month-to-month service after the initial setup. We keep clients by delivering results, not by trapping them in agreements.

Let's see what AI can do for your office

Book a free, no-pressure consultation. We'll look at your current workflow, identify quick wins, and show you exactly what's possible — whether you work with us or not.

  • ✓ Free 30-minute consultation
  • ✓ Custom recommendations for your industry
  • ✓ No obligation, no hard sell
  • ✓ In person (OC area) or video call