Manual, Repetitive Work Everywhere
Your team spends hours every day on scheduling, intake forms, reminders, data entry, and follow-up, work AI should be doing in seconds.
Transform Your Practice. Automate Every Process. With AI.
iSurge reviews every workflow in your practice, front desk to back office, and re-engineers it with AI automation. End-to-end transformation for dental, medical, CPA, legal, and professional service businesses ready to run leaner, faster, and smarter.
Built for Professional ServicesUS-BasedResults in 60 Days24+ Years Enterprise Experience
The Problem
Your Practice Is Running on Manual Processes Built for a Pre-AI Era
The bottleneck isn't your team's effort, it's the process design. Every untouched workflow is silent drag on growth, margin, and quality of care.
Disconnected Tools and Workflows
Phones, EHR/PMS, CRM, email, billing, spreadsheets, all running in silos. Information falls through the cracks and so does revenue.
Capacity Capped by Headcount
Every new patient or client means more admin load. You can't scale without hiring, and good staff is hard to find and harder to keep.
No Visibility Into What's Leaking
You know the practice can run better, but you can't see exactly where time, money, and opportunities are being lost.
What We Do
AI Automation Across Every Part of Your Practice
We don't bolt one tool onto a broken process. We review every workflow, front desk, clinical/professional ops, billing, back office, and push AI automation to the max.
Front Desk & Patient Intake
AI receptionist handles calls, scheduling, intake forms, insurance verification, and reminders 24/7, across phone, web, SMS, and chat.
Lead Capture & Conversion
Every inquiry from web, ads, and referrals is responded to in seconds, qualified, and routed, automatically. No lead sits cold.
Patient & Client Communication
Two-way SMS, email, and voice agents handle confirmations, reschedules, recalls, billing reminders, and FAQs in your voice.
Recall, Reactivation & Retention
AI continuously works your existing database, lapsed patients, dormant clients, post-treatment recalls, and brings them back.
Back-Office & Document Automation
Charting, claims, invoices, statements, contracts, onboarding paperwork, AI extracts, classifies, and routes documents end-to-end.
CRM, EHR & Workflow Integration
We connect every system you already use and orchestrate the workflows between them. No more manual hand-offs or duplicate entry.
Custom AI Agents
Purpose-built AI agents for treatment plan follow-up, financial counseling, client triage, internal Q&A, and anything else specific to your practice.
Reporting & Performance Insights
Live dashboards on calls, conversions, no-shows, collections, and team productivity, so you finally see what's actually happening.
Full Process Re-Engineering
We map every workflow in your practice and rebuild it AI-first. Not point tools, a complete operating system for how the practice runs.
How It Works
A Clear Path From Manual to AI-First
1
Free Transformation Audit
We walk through every workflow in your practice, front desk, scheduling, intake, clinical/professional ops, billing, follow-up, and identify exactly where AI automation will create the biggest impact.
2
We Re-Engineer & Build
Our team designs your AI-first operating model and ships it in 3–4 weeks. Receptionist agents, workflow automations, integrations, dashboards, built around your tools and your team.
3
We Optimize & Push Automation to the Max
Every month we measure, refine, and unlock the next workflow. The system gets smarter, more of your practice gets automated, and your team is freed to focus on patients and clients.
Pricing
Simple, Transparent Pricing
Every business is different, so we start with a free audit to understand yours. Then we quote a one-time build fee based on exactly what you need, followed by a flat monthly retainer to keep everything running and growing.
Step 1, The Build
Custom AI Build
Scoped to your business. No guesswork.
Every practice, firm, and agency runs differently. We don't believe in one-size-fits-all pricing for the build, so we start with a free 15-minute audit to understand your workflows, your pain points, and where revenue is leaking. Then we deliver a detailed scope and a fixed build quote before you commit to anything.
- Free audit, we map your revenue leaks and automation opportunities
- Fixed quote, you know the exact build cost before you commit
- Live in 3–4 weeks, fast deployment, no months-long projects
After Your Build Is Live
Choose Your Monthly Retainer
We monitor, maintain, and optimize your system every month. Scale up as your business grows. Cancel anytime, no contracts.
Essentials
Maintain and monitor one core automation
Starting at
$500/month
What's included:
- Ongoing monitoring and maintenance of your AI system
- Performance tracking and monthly reports
- Bug fixes and system updates
- Minor workflow adjustments (up to 2/month)
- Email and chat support (next business day)
- Monthly performance review call
Typical ROI
Most Essentials clients recover $3,000–$6,000/mo from a single automation
Most Popular
Growth
Full optimization, scaling, and support for your automation system
Starting at
$1,500/month
What's included:
- Everything in Essentials, plus:
- Ongoing optimization and A/B testing
- Unlimited minor workflow adjustments
- Add new automations quarterly (follow-up sequences, reactivation campaigns, new channels)
- CRM and pipeline optimization
- Priority support (same business day)
- Bi-weekly optimization calls
- Quarterly strategy review with founder
Typical ROI
Growth clients typically recover $8,000–$15,000/mo across multiple automations
Scale
Full-service AI operations for multi-location or high-growth businesses
Starting at
$3,500/month
What's included:
- Everything in Growth, plus:
- Multi-location support (up to 5 locations)
- AI-powered content creation (social posts, ad creatives, email campaigns)
- Paid advertising creative production
- Advanced custom integrations with your software stack
- New automation builds included quarterly
- Dedicated account manager
- Same-day priority support
- Monthly strategy sessions with founder
Typical ROI
Scale clients see $15,000–$40,000+ in recovered and new revenue monthly
How It Works
1. Free Audit
We analyze your business, identify automation opportunities, and show you the revenue you're leaving on the table.
2. Custom Build Quote
You receive a detailed scope and a fixed build price. No surprises. You approve before we start.
3. Pick Your Retainer
Once your system is live, choose the retainer level that fits your business. Upgrade, downgrade, or cancel anytime.
Why iSurge
Why Businesses Trust iSurge
Industry-Specialized
We work exclusively with professional service businesses. We know your workflows, your patients and clients, your revenue model.
Outcome-Based
You pay for results, not buzzwords. If the transformation doesn't reduce manual work and grow capacity, it doesn't make sense. We stand behind our work.
Done-for-You
We build it, launch it, run it, and optimize it. Your team doesn't learn new software. You just see the results.
Enterprise-Grade Expertise
Our founder brings 24+ years of enterprise process transformation and finance architecture. This isn't a side project, it's our craft.
The Outcome
What a Fully AI-Automated Practice Looks Like
When every workflow is re-engineered with AI, the practice itself transforms, not just one task.
Admin Hours Reclaimed
40–60%
of front-desk and back-office time freed up by AI agents and workflow automation.
Faster Response Times
Seconds
instead of hours, across calls, leads, intake, and patient/client messages.
Capacity Without Hiring
2–3x
more patients or clients handled by the same team, with higher service quality.
Directional ranges based on enterprise automation benchmarks. Your audit will produce numbers specific to your practice.
Results in 60 Days, Or You Don't Pay for Month Two.
We're confident because the same enterprise process-transformation discipline that powers Fortune 500 operations is what we apply to your practice. Your audit is free, and our guarantee means your risk is zero.
About
Built by a Process Transformation Expert, Not an AI Startup
iSurge was founded by Praveen Dani, a 25-year veteran of enterprise process transformation, business automation, and finance architecture. A Fellow Chartered Accountant (CA), Cost Accountant (CMA), and 7x SAP-certified professional, Praveen has spent over two decades designing and automating business processes for Fortune 500 companies, eliminating inefficiencies, streamlining operations, and building systems that run themselves. He holds certifications in SAP S/4HANA Financial Accounting, Management Accounting, Enterprise Architecture, and Generative AI at SAP, along with advanced credentials in AI business strategy, responsible AI leadership, and workplace transformation from SAP and PMI-accredited programs.
That background is what makes iSurge different. Most AI agencies are built by developers who learned business last week. iSurge is built by someone who has optimized business processes across global enterprises for 25 years, and now applies that same discipline to the practices, firms, and agencies that need it most. Every automation we build is designed around one question: does this recover revenue or save time? If it doesn't, we don't build it.
iSurge is based in the United States with a dedicated engineering team that builds, deploys, and maintains every automation. You work directly with Praveen, not a sales rep, not a call center.
Free Guide
The iSurge AI Automation Playbook
A practical, no-fluff guide for practice owners: the exact workflows to automate first, the AI stack we deploy, and the ROI benchmarks we hold ourselves to. Delivered straight to your inbox.
AI Automation Playbook
FAQ
Common Questions
Most automations are live within 3–4 weeks of your audit call.
No. We build, manage, and optimize everything. You just see the results in your calendar and revenue.
It depends on your specific needs, that's why we start with a free audit. A single automation might run a few thousand dollars; a full front-office system will be more. You'll receive a detailed scope and fixed quote after your audit, with no obligation to proceed.
Yes. Many clients start with Essentials after their first build, then upgrade to Growth within 60–90 days as they see results and want to scale. You can change your retainer tier any month.
No. The build is a one-time project fee. Retainers are month-to-month. We earn your business every month by delivering results, not by locking you in.
Our 60-day guarantee applies: if your system doesn't deliver measurable results within 60 days of launch, you don't pay for month two of your retainer.
Our guarantee: results in 60 days or you don't pay for month two. We put our fee at risk because the math works.
Yes. We follow strict data security protocols and sign NDAs with every client. Your patient and client data is never shared.
Dental practices, medical offices, CPA and accounting firms, law firms, insurance agencies, real estate brokerages, and home service businesses.
See What an AI-First Version of Your Practice Looks Like
A focused 30-minute call. We review your current workflows and show you exactly which ones AI can take over, and what that unlocks for your team, your patients, and your margins.
No contracts. No commitments. Just clarity.