# SimpleIntake — AI receptionist, chatbot and intake pipeline built for therapy group practices.

> Source: Receptionist Index — https://receptionistindex.com/simpleintake (structured, researched, re-verified)
> Facts last verified: 2026-10-15

SimpleIntake is an AI intake system for therapy practices that answers calls and website chats, qualifies inquiries and books consultations. It bundles a voice receptionist, two-way SMS and email, contact forms and a visual intake pipeline in one HIPAA-compliant tool.

| Fact | Value |
| --- | --- |
| Website | https://simpleintake.ai/ |
| Price | from $297/month |
| Free tier | No |

No free plan and no free trial is published; the only way in is the $297/month plan, and the site's single call to action is booking a demo.

## What it costs at your call volume

**Cost at 100 calls a month** · Partly — $297 a month on Everything Included for 100 calls of 2.5 minutes (250 billed minutes). Billing increment not stated: computed per second (2.5 min a call). If they round each call up to the minute (3 min), it is $297. Everything Included is bought through sales.

> $297/month + $20/mo usage credit toward calls, texts, and AI
> — https://simpleintake.ai/#pricing · Pricing section, "Everything Included" plan card price cell

**Cost at 500 calls a month** · Partly — $327 a month on Everything Included for 500 calls of 2.5 minutes (1250 billed minutes). Billing increment not stated: computed per second (2.5 min a call). If they round each call up to the minute (3 min), it is $337. Everything Included is bought through sales.

> $297/month + $20/mo usage credit toward calls, texts, and AI
> — https://simpleintake.ai/#pricing · Pricing section, "Everything Included" plan card price cell

**What it bills by** · Partly — A flat $297 monthly subscription covers the software, while calls, texts and AI are metered separately per minute, per message and per email against a $20 monthly credit.

> You only pay for what you use beyond the $20 monthly credit. Communication and AI usage is billed per message, per minute, or per email.
> — https://drive.google.com/file/d/1w4m9W7iwW-_Q_0rd-0PmjHfMeDJOwfhE/view · Usage fees sheet linked from the pricing FAQ, intro paragraph top right

**Past your allowance** · Yes — Calls keep being answered past the included credit; the vendor bills the extra usage at the same published per-use rates on a bill separate from the subscription.

> You're billed for the extra at the same simple per-use rates with no surprises. Usage is billed separately from your $297 subscription.
> — https://simpleintake.ai/#faq · FAQ accordion, "What happens if I go over $20?"

## What it does on the call

**Books appointments** · Partly — The voice AI or chatbot books the consultation call onto the practice's own built-in booking calendar during the conversation, but it does not book therapy appointments in an EHR.

> The AI Receptionist or chatbot can book consultation calls directly with you or your intake coordinator. However, it does not connect with your EHR or book appointments for therapy.
> — https://simpleintake.ai/#faq · FAQ accordion, "Can SimpleIntake book consultation calls?"

**After-hours rules** · Yes — The receptionist answers around the clock, and the vendor will route an existing number to it either permanently or only for nights and weekends, so after-hours behavior can differ.

> You can also forward your existing number to the AI Receptionist (24/7 or just nights/weekends). We'll help you design the ideal call routing setup for your practice.
> — https://simpleintake.ai/#faq · FAQ accordion, "Do I need a new phone number for the AI receptionist?"

**Human receptionists as backup** · No — When the AI cannot answer something it does not reach a person on the call; it takes a message and emails the practice, leaving the follow-up to the practice's own team.

> If a question comes up it can't answer, it takes a message and notifies you (or your team) by email.
> — https://simpleintake.ai/#faq · FAQ accordion, "What if the AI doesn't know the answer?"

**Asks your questions** · Yes — Contact forms are built around the practice's workflow and collect insurance and presenting-concern details, and the AI qualifies inquiries on the call before booking.

> Custom forms built around your practice's specific workflows — insurance info, presenting concerns, therapist preferences, and more.
> — https://simpleintake.ai/#features · How It Works tab panel, "Custom Contact Forms"

**Answers about your business** · Yes — The assistant is trained on the practice's own FAQs, accepted insurances and availability, and the knowledge base can be updated by the practice at any time.

> SimpleIntake learns your practice — your brand voice, your FAQs, your accepted insurances, your availability.
> — https://simpleintake.ai/#faq · FAQ accordion, "Can I customize the AI's responses?"

**Texts your callers** · Yes — Two-way SMS and email run through one shared inbox, with automations sending an instant text reply and later nudges, and staff replying in the same thread.

> One unified inbox for every client conversation. Your team handles SMS and email from a single place — no switching apps, no missed messages, no dropped balls.
> — https://simpleintake.ai/#features · How It Works tab panel, "Two-Way SMS & Email"

## What you get after the call

**Call summary by text** · Partly — Every call is transcribed and logged in the pipeline, and the practice is notified by email when the AI takes a message; an SMS summary after each call is not described.

> Transcribes and logs every call
> — https://simpleintake.ai/#features · How It Works tab panel, "AI Receptionist" feature bullets

**Recordings and transcripts** · Partly — The vendor states every call is transcribed and logged, giving a readable record, but nowhere says audio recordings can be played back afterwards.

> Transcribes and logs every call
> — https://simpleintake.ai/#features · How It Works tab panel, "AI Receptionist" feature bullets

## What it connects to

**Google Calendar** · No — Google Calendar and Outlook are never named.

> SimpleIntake includes booking calendars, replacing Calendly, Acuity or other similar solutions.
> — https://simpleintake.ai/#faq · FAQ accordion, "Can SimpleIntake book consultation calls?"

**Outlook** · No — Google Calendar and Outlook are never named.

> SimpleIntake includes booking calendars, replacing Calendly, Acuity or other similar solutions.
> — https://simpleintake.ai/#faq · FAQ accordion, "Can SimpleIntake book consultation calls?"

**Calendly** · Yes — Booking runs on SimpleIntake's own calendar, which it positions as a replacement for Calendly or Acuity and syncs to the intake coordinator's calendar

> SimpleIntake includes booking calendars, replacing Calendly, Acuity or other similar solutions.
> — https://simpleintake.ai/#faq · FAQ accordion, "Can SimpleIntake book consultation calls?"

**Your trade’s software** · No — The vendor states plainly that it sits alongside practice-management systems rather than connecting to them, naming SimplePractice, TherapyNotes and Jane as tools it does not integrate with.

> then your team takes it from there in whatever system you already use (SimplePractice, TherapyNotes, Jane, or anything else). No integration needed.
> — https://simpleintake.ai/#faq · FAQ accordion, "Does it integrate with my EHR?"

## Trying it, starting and leaving

**Free trial or free plan** · No — There is no free plan or trial anywhere on the site; the only published way in is the $297 monthly subscription, booked after a demo call.

> No setup fees. No long-term contracts. Cancel anytime.
> — https://simpleintake.ai/#pricing · Pricing section subheading above the single plan card

**Sign up without a sales call** · Partly — Every call to action on the site books a demo, and the configuration is done for you by the vendor's team after a signup survey and an onboarding call rather than self-setup.

> After you sign up and fill out our onboarding survey, our team configures SimpleIntake for your practice.
> — https://simpleintake.ai/#setup · Simple Setup section, step 1

**Setup fee** · No — The vendor states there are no setup fees, and done-for-you setup is listed as a feature included in the single $297 monthly plan.

> No setup fees. No long-term contracts. Cancel anytime.
> — https://simpleintake.ai/#pricing · Pricing section subheading above the single plan card

**Contract and cancelling** · Yes — Billing is month to month with no long-term commitment and cancellation any time; the site does not say whether canceling needs a call or can be done in the app.

> No setup fees. No long-term contracts. Cancel anytime.
> — https://simpleintake.ai/#pricing · Pricing section subheading above the single plan card

## Which languages it speaks, and how it sounds

**Hear it before you buy** · Partly — A recorded demo video shows the receptionist handling a call, and a live demo can be booked, but there is no public number a buyer can call to hear it.

> Watch how our AI receptionist handles calls, qualifies potential clients, and books consultations — all without human intervention.
> — https://simpleintake.ai/#demo-video · Demo Video section intro paragraph

## Your phone number and where it works

**Keep your number** · Yes — The practice keeps its current number and phone system and forwards calls to the SimpleIntake number, either all the time or only after hours.

> you can keep your current number and phone system. We recommend using the SimpleIntake number for all new inquiries.
> — https://simpleintake.ai/#faq · FAQ accordion, "Do I need a new phone number for the AI receptionist?"

**Canada** · No — Canada, the UK, the EU and Australia are never mentioned.

> Join 43+ therapists across the country who have streamlined their intake process with SimpleIntake.
> — https://simpleintake.ai/ · Closing call-to-action section below the FAQ

**Australia** · No — Canada, the UK, the EU and Australia are never mentioned.

> Join 43+ therapists across the country who have streamlined their intake process with SimpleIntake.
> — https://simpleintake.ai/ · Closing call-to-action section below the FAQ

## Who it is built for

**Industries it is set up for** · Yes — The whole product is built for therapy and counseling practices, with intake forms, scripts and pipeline stages shaped around presenting concerns, insurance and therapist preference.

> AI-powered intake system for therapists
> — https://simpleintake.ai/ · Hero section eyebrow label above the headline

**HIPAA, with a signed BAA** · Yes — A Business Associate Agreement is signed with every practice on the single plan, and HIPAA compliance is listed as an included feature rather than an upgrade.

> We sign a Business Associates Agreement (BAA) with every practice we work with to ensure full HIPAA compliance.
> — https://simpleintake.ai/#faq · FAQ accordion, "Is SimpleIntake HIPAA compliant?"

## Getting set up and getting help

**Setup help** · Yes — The vendor configures the receptionist, forms and website chatbot for you, then walks the practice through an onboarding call before going live; no timeline to first answered call is given.

> We provide a done-for-you onboarding experience. We'll help you with each step, including configuring the AI receptionist, setting up your forms, adding the chatbot to your website and more.
> — https://simpleintake.ai/#faq · FAQ accordion, "Do I need technical skills to set this up?"

**Support** · Partly — Support is staffed by people but offered over email only on the single plan; no phone line, live chat or published support hours appear anywhere on the site.

> Real human support (email)
> — https://simpleintake.ai/#pricing · Pricing card feature list, last bullet

## What changed

- 2026-10-15 — Capabilities · Free tier · Plan limits · Price · Terms

## Corrections

If you represent SimpleIntake, or anything here is wrong or out of date, send a correction with a source. The operations this site accepts from an agent are listed at https://receptionistindex.com/.well-known/agents.json — that catalog needs no key to read, and each entry states its own auth.