Orbit is a simple all-in-one CRM for therapists in private practice, and it covers the business side only: inquiries, consult scheduling, referral relationships, and invoices. Its one AI assistant, Hiro, drafts fast replies to new inquiries, keeps admin from piling up, and drafts reminders on unpaid invoices. Nothing sends without your approval. Free for 250 contacts, no card.
Building a practice is slow, careful work. Inquiries arrive while you are in session and cannot answer. Referral partners forget you have openings. Admin stacks up in the ten-minute gaps between appointments, then follows you home.
A clear boundary first: Orbit is not a clinical records system and holds no session notes. It manages the business of the practice, who inquired, who referred, what is unpaid, and what needs doing next, so the practice side takes less of you.
Hiro is one assistant inside the app. For a low-volume practice it can:
Monday is back-to-back sessions, and Hiro drafts replies to two inquiries with consult slots you actually have. Tuesday: you ask it to turn the inbox into a short list you clear in one gap.
Wednesday: you ask Hiro for a brief before coffee with a practitioner who refers to you. Thursday: it drafts a note to the colleague who sent two referrals last winter, mentioning your current openings. Friday: a polite reminder goes out on the one unpaid invoice. You reviewed every word between sessions.
You hold space for everyone else all day. Orbit holds the admin.
No. Orbit is a business CRM for the admin side of private practice: inquiries, consult scheduling, referral relationships, tasks, notes, and invoices. Clinical documentation belongs in your dedicated clinical tools.
When an inquiry arrives, Hiro can draft a professional reply and offer a real consult slot, ready for you to approve between sessions. Email is built into Orbit, so it logs on the contact. Nothing sends on its own, and there is no phone or voice feature.
You decide where it points. Many practice uses are referral partners and admin, not clients, and every draft waits for you to approve, edit, or dismiss. Orbit is approval-gated, so nothing is ever sent on its own.
Yes. Hiro drafts personal notes to referring practitioners who have gone quiet, grounded in your real history with them, at most one a month each. Staying remembered is most of referral work, and you approve every note before it sends.
The free CRM needs no credit card: 250 contacts, one pipeline, unlimited tasks, calendar, notes, a built-in email inbox, and a booking page. Pro at $14/mo lifts the limits, and AI is included on every plan with free monthly credits.
Free for 250 contacts, no credit card. Inquiries answered, referrals remembered, invoices followed up, all with your approval.
Free forever plan. No credit card. No spam.