Start with one task
Tell Leo what you want help with. You can begin with a form, a checklist, a pay question, your CV, or a few details about yourself.
Leo asks for the information needed for the next step. You can correct a detail as you go, rather than repeating the same intake for every request.
Put your records to work
Your CV, license details, work history and supporting documents give Leo a starting point for preparing forms and organizing requests.
Use the vault to manage documents and the web workspace to review ongoing work. Connect email or calendar when it is useful for a task and you choose to grant access.
Let Leo work in the portals
Leo has a cloud browser set up just for you. He can sign in to licensing boards, hospital portals and insurer sites, fill out applications, upload your documents and download certificates.
Save a login through a secure one-time link. It's encrypted, never appears in your texts, and the AI model never sees it. Some sites also ask for a code or identity check that only you can complete.
Keep the follow-through together
Leo keeps track of missing documents, draft replies and questions that still need an answer, and texts you when a deadline is coming up or a decision needs you.
Connect Gmail and Leo notices new credentialing requests as they arrive. With your instruction, he sends the request and follows the reply.
Review the work and make the decisions
Check draft forms, answers and documents before submission. Confirm any information that requires your own attestation.
You decide what Leo can access and share. A saved record provides context; sending, submitting or making a new commitment still needs your instruction.
Common questions
What can I ask Leo to help with?
Career-related busywork: credentialing packets, license and DEA renewals, CME tracking, malpractice certificates, onboarding forms, reimbursements and questions about your pay. Leo isn't for charting or patient messages.
How does Leo keep my information private?
You talk to Leo in iMessage, and Leo's service reads your texts to do the work, so keep passwords and patient information out of them. Portal logins and sensitive IDs go through a secure one-time link and are encrypted before they're stored. You choose which accounts to connect, and you can pause or disconnect them at any time.
Where do I talk to Leo?
Start through the signup flow and set up your iMessage connection. The web workspace gives you a place to review work, connections and documents.
Can I change the details Leo uses?
Yes. Review and correct the professional details you have shared, and tell Leo when your circumstances or preferences change.