Medical practices lose 2–3 hours per clinician per day to charting. A primary care physician seeing 20 patients burns more time on SOAP notes than on any single clinical task — and that overflow pushes into evenings, accelerating the burnout driving physicians out of independent practice. Freed AI eliminates that overhead: it listens to patient encounters in real time, generates SOAP notes in each clinician's style, and at Premier tier pushes them one-click into any browser-based EHR. 25,000+ clinicians are already on it, which means practices that haven't adopted it yet are losing evenings to a problem that's already solved.
The consultant play is implementation. Walk a 3–10 provider practice through setup, calibrate each clinician's note style across two test encounters, configure EHR push for browser-based systems, and deliver a training library that gets everyone proficient inside a week. Setup fee: $750–$1,500 per practice. Monthly retainer — template updates, new-hire onboarding, quarterly workflow review — adds $200–$400/mo of recurring revenue from a client type that almost never churns because the tool is now embedded in their daily workflow.
The tools
Freed AI
Freed AI is the anchor of this stack. It listens during patient encounters — in-person or telehealth — transcribes the conversation, and generates structured SOAP notes in the clinician's preferred format for their specialty. HIPAA and SOC 2 Type II compliant; audio is auto-deleted immediately after transcription (only encrypted text is stored). 90+ language support for multilingual patient populations.
The EHR push — which moves notes into any browser-based EHR in one click — is Premier tier and the main reason practices upgrade from Core. Your implementation sequence: start them on Core at $79/mo for the first month so they experience the charting-time recovery before asking for budget approval on Premier. The upgrade sells itself the first time a clinician manually copies a note into their EHR.
Price: Starter $39/mo (40 notes/month cap). Core $79/mo: unlimited notes. Premier $104/mo billed annually or $119/mo monthly: unlimited notes + one-click EHR push + ICD-10 code suggestions + referral letters + visit summaries. Groups/enterprise: custom. 7-day free trial on all paid plans; 50% student discount on individual monthly plans. What to charge: $750–$1,500 per practice setup (specialty configuration + template calibration + EHR push setup + staff training). Monthly retainer: $200–$400/mo (new-hire onboarding, template updates, quarterly workflow review).
Jotform
Jotform handles patient intake — the documentation layer before the encounter that most practices still run on paper or clunky EHR forms. A configured Jotform intake form collects insurance information, chief complaint, medication list, and consent in advance, which means the clinician walks into the room with context already documented. Jotform's Gold tier ($99/mo annual) includes HIPAA compliance features, required for any practice handling protected health information.
Build 3–5 specialty-specific intake forms: new patient, follow-up, telehealth, procedure consent, and medication review. This is a one-time deliverable that often surfaces as a standalone engagement before you bring in Freed AI — and it creates the working relationship that leads to the scribe implementation.
Price: Free Starter plan: 5 forms, 100 submissions/mo, 5 AI Agents. Bronze $34/mo annual ($39 monthly). Silver $39/mo annual ($49 monthly). Gold $99/mo annual ($129 monthly) — includes HIPAA compliance features required for PHI. What to charge: $500–$1,200 for intake form buildout (5 specialty forms + HIPAA configuration + staff training); include in the implementation package or sell standalone as the foot-in-the-door engagement.
Loom
Loom is the training delivery layer. Clinical staff can't always make a live training session — they're seeing patients. Asynchronous video with Loom solves this: record a walkthrough of Freed AI setup, a separate video per specialty template, and a "how to edit a generated note" tutorial. Staff watch during gaps. Questions come back as Loom comment threads, not scheduling back-and-forths.
The retainer hook: every new clinician who joins the practice needs onboarding. A Loom training library means new-hire onboarding takes 30 minutes of the clinician's time without your direct involvement — and that's worth $200–$400/mo on its own.
Price: Free Starter: 25 recordings per person, 5-minute recording limit. Business $15/user/mo billed annually ($20/user/mo monthly). Business + AI $20/user/mo billed annually ($24/user/mo monthly). What to charge: Include Loom training library production in the implementation fee; one Business seat at $15/mo is your only ongoing tool cost.
Claude
Claude handles documentation outside the clinical encounter — referral letters, patient instruction documents, prior authorization language, and practice communications that Freed AI doesn't generate. Build a Claude Project for the practice with their communication style, specialty vocabulary, and common template types. The assistant runs it; clinicians review and send.
The expansion play: once Freed AI is running smoothly, pitch a "documentation upgrade" — a Claude Project with 10–15 pre-built templates for the communication types staff drafts manually. A solo physician spending 20 minutes per day writing prior authorization letters is the obvious starting case.
Price: Free tier available. Pro $20/mo ($17/mo billed annually). What to charge: Include Claude Project setup in the implementation package; the template library ($500–$1,000 add-on) is a separate deliverable with concrete ROI.
A workflow that sells
From first practice conversation to ongoing retainer:
- Start with the charting pain. Ask: "How many hours does your team spend on documentation after clinic hours?" The answer is always more than they expected when they total it across the week. That number times the physician billing rate is the ROI case you don't have to manufacture.
- Identify EHR type in the scoping call. Freed AI's EHR push works with any browser-based EHR — Epic (browser version), Athena, Kareo, Practice Fusion, Elation, Modernizing Medicine. If the practice runs a desktop-only EHR, the Premier push won't apply — start on Core and frame the value around charting time saved.
- Calibrate one clinician first. Don't try to onboard the whole practice simultaneously. Pick the physician who's most motivated — the one working until 10pm on notes — run two test encounters to calibrate their specialty template and note style, and have them bring the numbers to the next staff meeting. That's your sales demo without a sales pitch.
- Configure Jotform intake forms in parallel. While the first clinician's Freed AI template is calibrating, build the intake forms in Jotform Gold. This shows progress at week two before the full Freed AI rollout is live.
- Record the Loom training library. Three videos: Freed AI setup overview (5 min), how to edit a generated note (5 min), how to use specialty templates (5 min). Every new staff member from that point onboards without your direct time.
- Build the Claude Project. Load the practice's communication samples and common template types. Show front-office staff how to draft a referral letter in 3 minutes. That demo converts the front desk into internal advocates for the monthly retainer.
- Deliver the month-one workflow report. Notes generated, estimated charting hours recovered, template adjustments made. This becomes the recurring retainer deliverable and the data for the case study you use to sell the next practice.
The money
A 5-clinician practice at Freed AI Premier costs $104/mo × 5 = $520/mo in tool fees, but recovers 10–15 hours per clinician per week in documentation time. At $200–$300/hr billing rates for physicians, that's $100,000–$225,000 in recoverable annual capacity at a 5-provider practice. Your implementation fee is recovered inside the first week.
Realistic package for a 3–8 provider practice:
| Deliverable | Rate | |---|---| | Workflow discovery and scoping call | $500–$750 flat (credited toward implementation) | | Freed AI setup (specialty templates + EHR push + clinician calibration) | $750–$1,500 | | Jotform intake form buildout (5 forms + HIPAA configuration) | $500–$1,200 | | Loom training library (3–5 videos + staff walkthrough) | $250–$500 | | Claude Project + template library | $500–$1,000 | | Monthly retainer (new-hire onboarding, template updates, workflow review) | $200–$400/mo |
Two practice implementations per month at setup fees, plus two clients on monthly retainer, produces $6,000–$8,000/mo in combined project and recurring revenue. Monthly retainers compound — you're not reselling into a new engagement each month.
For the broader meeting AI landscape and how Freed AI fits alongside general call intelligence tools, see AI meeting notes for consultants. For the full service-selling framework across verticals, see AI tools for consultants.
FAQ
Does Freed AI work with my clients' EHR?
Freed AI's one-click EHR push works with any browser-based EHR — Epic (browser version), Athena, Kareo, Practice Fusion, Elation, Modernizing Medicine, and most other cloud-based systems. The EHR push is a Premier tier feature. For practices on desktop-only EHR installations, clinicians copy-paste notes from Freed manually — still a significant time savings, just without the one-click automation. Confirm EHR type in your scoping call before promising the push integration.
Is Freed AI HIPAA compliant?
Yes. Freed AI is HIPAA and SOC 2 Type II compliant. Audio is automatically deleted immediately after transcription; only encrypted text is stored. This is the standard compliance question you'll get from every practice manager or compliance officer, and it has a clean answer. Note the distinction between Freed AI (designed for clinical use, HIPAA compliant) and general-purpose meeting tools like Otter.ai or Fireflies, which are not.
Can I implement Freed AI without a clinical background?
Yes. Implementation is technology configuration and workflow design — not clinical care. You're configuring specialty templates, running test encounters alongside clinicians to calibrate their note style, setting up EHR push, and building training materials. The clinicians provide the clinical expertise; you provide the operational architecture. Scope your engagement as "AI documentation tool implementation and training" and specify clearly that you're not providing clinical or medical advice.
What specialty templates does Freed AI support?
Freed AI supports specialty-specific templates that clinicians create from scratch or edit to match their documentation requirements. Common specialties include primary care, internal medicine, pediatrics, psychiatry, orthopedics, dermatology, urgent care, and telehealth. Freed improves note templates by observing how each clinician edits notes over time — two to three calibration encounters per clinician is the standard. After that, notes typically require minimal editing.
How do I find my first medical practice client?
Independent practices and small group practices (2–10 providers) are the best starting point. Look for physicians publicly discussing documentation burnout — physician LinkedIn groups, Physician Side Gigs Facebook community, and local medical society events. One warm introduction from a medical billing consultant, healthcare attorney, or practice management consultant can yield multiple referrals. A documented case study with real charting-hours-recovered numbers converts those referrals — every physician knows another physician complaining about notes.