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Clinical Practice Solutions

Intake that understands therapeutic fit.

Behavioral Intake Matching is IPA's live clinical-practice product — an AI-assisted matching engine and admin console that routes clients to the right clinician using the same assessment discipline we apply in coaching and org work: structured capture, scored fit dimensions, and routing rules a psychologist would recognize.

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The Problem

Keyword intake fails therapeutic fit.

Most behavioral health intake matches on insurance, modality, and availability. That produces reassignment churn, early dropout, and clinicians spending the first sessions recovering from a bad fit instead of doing the work.

Behavioral Intake Matching uses clinical assessment logic at intake scale — capturing what matters in how a client presents, scoring fit against provider profiles, and routing accordingly. AI makes that operable at volume; the frameworks keep it from becoming keyword matching with a chatbot skin.

Same Method, Different Lane

One of four surfaces — not a separate company.

Work-Trait Narrative Coaching serves executives and teams. Core Work Focus and Authority & Lineage serve organizational assessment. Behavioral Intake Matching serves clinical practices. All follow the same spine: structured capture → scored dimensions → intervention rules → re-assessment.

Why a clinical-practice product?

High-volume intake is where bad matching is most expensive — reassignment churn, early dropout, clinicians recovering from misfit in session one. This is where IPA's assessment methodology first had to run at software scale.

How it connects to IO work

The same psychologist-built logic that routes a client to the right therapist also informs how we assess executives, teams, and organizations. Clinical practice is the proving ground; organizational consulting is the direction of travel.

Full tool map across all lenses →

Platform Components

Two tools, one integrated system.

Built for behavioral health groups and agencies — matching engine plus the admin console that runs it day to day.

Matching Engine

Behavioral client–provider matching

Intake captures clinically meaningful behavioral data and routes each client to the provider most likely to be a strong fit — first time, not after a failed assignment.

Admin Console

Practice operations & workflow

The administrative layer that makes matching operational at scale — intake oversight, assignment management, provider profiles, and the workflow intelligence practice owners actually need to run the system day to day.

Validated Frameworks

Psychology-grounded, not AI guesswork

The matching logic is built on established behavioral and psychodynamic frameworks — including attachment-based models — not generic LLM prompts or keyword taxonomies dressed up as intelligence.

Deployment

Licensed & white-label ready

Available for licensing to individual practices, group practices, and agencies. White-label deployment for organizations that want the capability under their own brand.

Who It's For

Any operation where getting the match wrong is expensive.

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Therapy & Behavioral Health

Where agencies need it most

Group practices, solo practitioners scaling intake, and behavioral health agencies that need better first-match rates and less admin overhead on reassignment.

Also Applies To
  • Community mental health agencies
  • Multi-site therapy groups
  • Substance use and dual-diagnosis programs
  • High-volume telehealth intake operations
Product Roadmap

What's live — and what's next.

The matching engine is in production. Organizational assessment frameworks are deployable for client engagements.

Live

Behavioral Intake Matching

Production matching engine and admin console — available for licensing to practices and agencies.

Coaching · Live

Work-Trait Narrative Coaching

Structured narrative assessment for executive and team development programs — same assessment family, different surface.

Org · Deployable

Core Work Focus & Authority & Lineage

Structured org and team assessment modules — schema, scoring engine, intervention rules for facilitated or licensed deployment.

How we think about assessment →
Licensing

From demo to deployment.

I
Conversation

We learn your intake workflow, matching problem, and scale requirements.

II
Demo

Walkthrough of the matching engine and admin console in a live context.

III
License

Agreement scoped to your organization — use rights, support, and updates.

IV
Deploy

Configuration, onboarding, and ongoing support as your practice scales.

Request Access

Interested in licensing Behavioral Intake Matching?

Tell us about your practice and matching problem. We'll schedule a demo and discuss licensing options.

Product names and self-serve access coming soon. All inquiries handled directly.