AI reporting assistant for dental marketing agencies — Answer any client question
before the call ends.
Leo is your AI conversion analyst. Ask about a client’s calls, leads, bookings or revenue in plain English and get the answer with the chart that proves it.
SEO is your strongest channel at 812% ROI — 19 new patients from $2.4K spend. Google Ads converts faster but costs 3× more per patient.
What Leo does across your accounts.
Ask about any client by name
Type the question the way you would say it out loud — no filters, no report builder, no saved views to maintain per account.
Answers arrive report-ready
Leo replies with the chart behind the number, so what you asked for a client call can go straight into the client’s report.
No switching between client dashboards
Calls, leads, bookings and revenue are already joined up for every account you manage, so a question about one client does not mean opening one client.
SEO is your strongest channel at 812% ROI — 19 new patients from $2.4K spend. Google Ads converts faster but costs 3× more per patient.
Stop building the monthly report
to answer one question.
Client asks how last month went, and you say you will pull it and come back. By then the moment has passed. Leo answers while you are still on the call, with the chart already attached.
It reads the same data your white-label dashboard shows, so what Leo tells you and what your client sees can never disagree.
Get a DemoCan Leo answer across all my clients at once?
Yes. Ask about one account by name, or ask a question that spans the accounts you manage — which clients had their best month, where booking rates moved, which channels are working across the book.
Is Leo included in my plan?
Yes. Leo is included in your PatientLoop plan at no extra cost. It is in beta and rolling out across accounts now.
Can Leo change anything in a client account?
No. Leo reads data and answers questions. It does not edit campaigns, leads, settings or patient records, so there is no risk in letting an account manager ask it anything.
More for agencies
Everything else PatientLoop gives an agency running dental accounts.
Get a demo.
See Leo and the rest of PatientLoop in action. No commitment.