Leo
Meet Leo

Less busywork.
More time for you.

Leo is your personal AI assistant in iMessage for the career-related busywork that follows clinicians from job to job: credentialing packets, license and DEA renewals, CME tracking, malpractice certificates and reimbursements. Tell him once. He fills the forms, gathers the documents and checks with you on the decisions.

Meet LeoSee how it works

iMessage
Today 9:41 AM

Leo: Your new hospital emailed a link to their credentialing application. Want me to fill it in with what I already have?

You: Yes, please.

Leo: Filled in, except a current malpractice certificate. Save your insurer portal login here and I'll download it.

Leo: Secure vault link to save your insurer portal login

Leo: I see you saved your insurer login. The certificate is attached, and the application is ready for your review. The attestation is yours to sign.

Credentials. Paperwork. Pay.

Career-related busywork, handled in iMessage.

Credentials. Packets, renewals and CME, handled.

Leo fills credentialing applications from what you've told him, starts license and DEA renewals, and keeps your CME hours in one place.

You: My state license renews soon. Can you start it?

Leo: Save your board portal login here, and I'll fill in the application.

Leo: Secure vault link to save your board portal login

Leo: I see you saved your board login. The application is filled in, and the attestation questions are yours to answer.

Paperwork. The forms in between, finished.

Reappointment forms, onboarding packets and repeated admin requests, completed from what you've already told him.

Leo: Your hospital's reappointment form arrived in Gmail. I filled in everything from your profile except one peer reference.

You: Use the same reference as last time.

Leo: Added. The form is ready for your review before it goes in.

Pay. Reimbursements, accounted for.

Leo notices conferences on your connected calendar and offers to file the reimbursement, with the request drafted for your OK.

Leo: I saw a medical conference on your calendar last week. Want me to submit it for reimbursement?

You: Yes, please.

Leo: I found the registration receipt in your Leo documents. Any travel or hotel costs to include?

You: Just the registration this time.

Leo: Here's the request to your department admin, with the receipt attached. Want me to send it?

You: Send it.

Leo: Sent. I'll let you know when they reply.

He doesn't just remind you. He gets it done.

Leo texts you when something needs attention, asks before he acts, then does the work: filling forms, gathering documents and following up until it's finished.

Tell him once

Add your CV, licenses, DEA, malpractice and CME certificates once. Leo reuses them on every packet, so you stop typing the same details.

An inbox that notices

Connect Gmail and Leo notices credentialing requests as they arrive, then picks up the work or emails an insurer or admin for you, with your OK.

A browser of his own

Leo works in a cloud browser set up just for you. Save a portal login through a secure link, and he can sign in and work through the forms.

What it looks like in iMessage.

Credentialing packets, filled in

When a credentialing request lands in your connected Gmail, Leo offers to fill it in with what you've already told him: work history, licenses, DEA, references. He asks only for what's missing, and can fetch a malpractice certificate from your insurer's portal or email them for it.

iMessage
Today 9:41 AM

Leo: Your new hospital emailed a link to their credentialing application. Want me to fill it in with what I already have?

You: Yes, please.

Leo: Filled in, except a current malpractice certificate. Save your insurer portal login here and I'll download it.

Leo: Secure vault link to save your insurer portal login

Leo: I see you saved your insurer login. The certificate is attached, and the application is ready for your review. The attestation is yours to sign.

Renewals started, not just remembered

Leo texts you ahead of a license, DEA or certification deadline, then offers to start the renewal. He signs in with the login you saved securely, fills out the application and stops wherever you tell him to.

iMessage
Today 9:41 AM

Leo: Your DEA registration is up for renewal. Want me to start the application with your saved login and details?

You: Go ahead. Stop before payment.

Leo: Filled in and stopped at payment. One check first: is your practice address still the same?

You: Yes, same address.

Leo: Thanks. It's ready to submit. Tell me when, and I'll pay the fee with your saved card.

Your CME in one place

Message Leo your CME certificates as you earn them. He keeps your hours in one place, checks them against your state's requirements and tells you what's left well before the deadline.

iMessage
Today 9:41 AM

Leo: Your state CME deadline is 45 days out. From the certificates you've sent me, you're at 28 of 40 hours.

You: What am I missing?

Leo: 12 hours, and 2 of them need to cover a topic your board requires. Want a few accredited courses that fit?

You: Sure.

Leo: Here are three that cover the required topic. Message me your certificates when you're done, and I'll add them.

The paperwork in between

Onboarding packets, repeated admin forms, requests for the same documents. Leo works in his own cloud browser, so he can get through the hospital portals and dated web forms that are painful on a phone.

iMessage
Today 9:41 AM

You: My new group sent onboarding paperwork through their portal. Can you get it done?

Leo: On it. Save your login for their portal here, and I'll sign in and work through the forms.

Leo: Secure vault link to save your onboarding portal login

Leo: I see you saved the portal login. All 6 forms are submitted from your profile. The compliance training is yours to take, so I'll check in a week before it's due.

Reimbursements, accounted for

Keep receipts, CME allowances and reimbursements next to your other career documents. Leo tallies what you've used, drafts the request and follows up. Bring an offer or contract and he'll help you compare pay, RVUs and terms, too.

Exploring next: mileage and write-off tracking for 1099 clinicians.

iMessage
Today 9:41 AM

You: Did I use my CME allowance this year?

Leo: $1,200 of $2,500 so far. The $650 review course receipt in your Leo documents hasn't been submitted yet.

Leo: I drafted the reimbursement request to your department admin with the receipt attached. Want me to send it?

You: Yes, send it.

Leo: Sent. Once it's approved, you'll have $650 left for this year.

Private, precise, and in your control.

Logins skip the chat.

Portal logins and sensitive IDs go through a secure one-time link, not your texts. They're encrypted, and the AI model never sees them.

You make the call.

Leo acts on what you ask for and checks with you before attestations, payments and anything new. Pause or disconnect an account whenever you want.

Facts stay labeled.

Leo keeps what you've told him separate from what he's checked, and a submitted form separate from an accepted one.

A shorter to-do list.
Just a text away.

Meet Leo