See every intake request, and which reached a first appointment.
Built for a group practice with several clinicians and an intake coordinator, in one office, several, or by telehealth across the state, whoever runs the marketing. TruLata reads your Google accounts, each office's Business Profile and the intake requests from your own site's forms, runs the watching and the drafting on a schedule whether anyone is at the intake desk, and shows you what each request became.

Is this built for a group mental health practice?
Yes. It is built for a group practice or clinic with several clinicians, whether they work from one office, several offices, or by telehealth across the state, and a practice that runs all three fits the same way, each office and the telehealth program read on its own. The marketing may sit with the owner between supervision and a caseload, with the practice manager beside payroll and credentialing, or with a marketing lead, and each of them gets the same screen. The search, the ads, the content and the counting run on a schedule whether anyone had time this week, every intake request is counted from your own site, and one screen shows what happened and what it cost.
A group practice is chosen twice. First the client chooses the practice: they search on a phone, read the practice's pages and its rating, and check whether you take their insurance, whether there is an office near them or telehealth, and how soon someone can see them. Then your intake coordinator makes the match: a clinician whose focus fits the request, an opening that fits the client's week, and a way to pay that works for both. A request that comes through your own site's form is yours alone, written to your lead sheet the moment it lands, and the coordinator starts from that row.
Growth in a group practice is open hours filled. When a new clinician joins with an empty schedule, the practice needs requests for the kind of work that clinician does, in the office or the state where they see clients, and the ads and the pages have to follow. So the screen puts each intake request in front of the coordinator the day it lands, with the office or telehealth choice and the page it came from on the row, and asks one question when the coordinator is done with it: what did it become.
A group practice is chosen twice
First, the client chooses the practice
- Searches on a phone, reads the practice's pages and its rating
- Checks insurance, an office nearby or telehealth, and how soon someone can see them
Then, the coordinator makes the match
- A clinician whose focus fits the request
- An opening that fits the client's week, and a way to pay that works for both

A group practice is chosen twice.
What does the screen read for a group practice?
It leads with intake requests. When someone submits the intake request form on your site, the form handler appends the row to a lead sheet server-side and emails your intake team, and the Leads view reads that sheet newest first, with the service asked about and the office or telehealth on each row. Where your form asks for insurance, preferred times or a clinician the client asked for by name, the answers are written to the sheet with the rest of the submission and read on the row. Keep the form to scheduling details: the coordinator needs the request, not the reason for it. Mark each request from the screen, contacted, quoted, won or lost, or not a lead with the reason, an existing client, spam, a wrong number or out of area. Won is the client who came to a first appointment.
Google Business Profile gives rating, reviews and listing performance through a manager invitation you can revoke, one listing at a time, so each office's listing stays its own. Search Console gives the queries you appeared for, impressions, clicks and average position, two to three days behind; for a group practice those queries are the service and the place, counseling near me, couples counseling in a named town, a therapist who takes a named plan, telehealth therapy in your state, and the positions are Search Console's own averages, not a rank tracker. GA4 adds sessions, sources, pages and key events, hours behind intraday, and a visit that arrived from a clinician's directory profile shows as its own referral source. Google Ads shows spend, conversions and cost per conversion by campaign, so where each office or the telehealth program runs its own campaign, each has its own row.
Where your practice runs on a CRM or booking platform, the Jobs view reads what it records live, and shows a coming-soon card rather than a number until the data is trustworthy. Every source here is a marketing or lead record. Client records, session notes and billing stay in your EHR or practice-management system today; a source with an API can be connected during setup. Card data is never read. Your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them. An intake call counts as a request where your CRM records it, and a call-tracking platform with an API is connected during setup where you run one. The page loads last night's snapshot the moment you open it and pulls live numbers behind it when that snapshot is older than five minutes.

What runs while your clinicians are in session, and what waits for a person?
Every mapped Google Ads account is watched every morning. At 7:05 Eastern the ads change watch reads each account's change history and its user list, sets our own writes and routine noise aside, and raises a material change made by anyone else the same morning, including a recommendation Google applied on its own. A setting switched on under any login, or a new address given access, reaches the team the next morning rather than at the end of the month. Where we manage your search campaigns on all tiers, a budget or bid change is made within the limits set for your engagement and lands in the account's own change history, so moving spend toward the office or the service where clinicians have open hours is a decision with a record behind it.
On Launch, Growth and Command, the content engine researches and drafts, on your cadence, the articles a client reads before requesting an intake: what happens at an intake appointment, how a practice matches a client with a clinician, how in-network and out-of-network coverage work, what a telehealth session is like. Each topic passes a demand gate on real search volume and what already occupies the result page, the research cites current sources, the dedupe reads the titles already published on your site, and each piece is filed as a Google Doc in your Drive with a featured image. Auto-publish is a per-client setting and approval is optional, which matters when a clinical director reads every sentence before it goes out. On Growth and Command, Meta ads run alongside search.
On Command, the outbound engine sources prospects weekly to the target profile set with you, which for a group practice is the people who refer: primary care and pediatric practices, school counselors, college student services, employee assistance programs, and the solo practices that refer out when their own schedules are full. It finds a deliverable address for each one or routes it to a contact-form path and drafts an introduction into a review-first queue; a person releases each email, or the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time. Replies are classified and shown, and not-interested or bounced addresses are suppressed from further sends.
Every day at 7:20 Eastern, where your forms feed the sheet, the lead watch runs five checks across the sheet, GA4 and Ads, so a dead tag, a blind ad account or an intake form that stopped submitting is flagged the next day rather than at the end of the quarter. Every night at 12:01 Central a fallback snapshot is baked, and a failed pull leaves the previous page up. What stays with a person is the judgement: the limits on spend, and anything that answers a client. A content piece with auto-publish off waits as a draft until someone approves it, and appointment reminders and messages to current clients stay with your EHR today. From the screen you can set a lead outcome, request a website change, and request a content, keyword, category or targeting change; each lands with the team as a logged ticket, and the engine's writes to your ad accounts and your site go through their APIs and land in each account's own change history.
Whether anyone is at the intake desk
- 7:05am ET: ads change watch, every mapped account
- 7:20am ET: lead watch, five checks
- Your cadence: content research and drafts, on Launch, Growth and Command
- Weekly: referring offices sourced, on Command
- 12:01am CT: fallback snapshot
- A material change in any office's ad account, raised the same morning
- A dead tag or an intake form that stopped submitting, flagged the next day
- A Google Doc in your Drive, waiting for your clinical director where auto-publish is off
- An introduction in a review-first queue, every send logged
- Last night's page, never a blank one
Can I see it before anyone contacts the practice?
Yes. Open the demo at demo.trulata.com. It opens with your name and email, and the follow-up is an email, not a call. It runs on a fictional company called Meridian, every number in it is illustrative, and it is the same engine code every client dashboard runs. Open the Leads view, the Google Ads view and the search view, and you are looking at the screen a group practice gets, with your sources in place of Meridian's.
Then read it against your own practice. You have clinicians with open hours to fill, an intake coordinator who makes the match, and clients who reach you through a search, a directory or a referring office. That is the practice the product is built for, one office or several, with or without a telehealth program; the multi-location page shows how each office stays readable on its own instead of folded into a total. Part of it runs on your own numbers during setup: the first pull, the answer-engine baseline and the ads watch run on your accounts in the first two weeks, before most of the engines are switched on.
Read the search view the way it is built. Ranking is not earning, and a position there is Search Console's average for that query rather than a rank tracker's guess. A position is not a first appointment on a clinician's calendar. That is why the screen counts the intake requests your own forms took, office by office, and why proving which dollar made the phone ring starts from your own records.

A position is not a first appointment on a clinician's calendar.
Which tier fits a group practice?
Starter includes the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. The content engine runs on Launch, Growth and Command. Meta ads run on Growth and Command. The outbound engine, the one that sources referring offices, runs on Command. Command adds the outbound engine, ad creatives and your full marketing team, always on, is scoped per engagement and carries no number on this site.
Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command, which is the number to check for a practice where the owner, the practice manager and the intake coordinator each sign in. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month with nothing metered, and an annual commitment takes twenty to twenty-five percent off the monthly. The pricing page carries the same figures.
By tier
- Content engineLaunch, Growth and Command
- Meta adsGrowth and Command
- Outbound engine, for referring officesCommand
- Seats, for the owner, the practice manager and intakethree on Starter, three on Launch, ten on Growth and unlimited on Command
Can your team run it for my practice?
Yes. Command adds the outbound engine, ad creatives and your full marketing team, always on, scoped per engagement, and the managed strategy retainer sits on top of any tier with strategy, optimization and the approvals on our side, scoped with you. Every change we make lands in each account's own change history, which the same 7:05 Eastern watch reads and sorts as ours, and the practice manager gets the marketing off a desk that already carries payroll and credentialing. The managed page covers both.
TruLata is also a marketing services firm, and the software sits beside that work. If you want the work done as a service rather than run as a system, local services marketing is the hub, with search and paid search underneath it. The other practices and trades the product is built for are on the industries page.

What a group practice's screen reads, and how fresh it is.
| What | Where it comes from | How fresh |
|---|---|---|
| Intake requests | Your site's forms, appended to a lead sheet server-side and emailed to your intake team; the Leads view reads it newest first, office or telehealth on each row | Live |
| Rating, reviews, listing performance | Google Business Profile, one listing per office, with our Google account as a manager you can revoke | Refreshed with each pull; the header stamp says when |
| Spend, conversions, cost per conversion | Google Ads, by campaign, across every mapped account | Intraday lags hours; change history read daily at 7:05am ET |
| Jobs and job pipeline | Your CRM or booking platform, where the practice runs on it | Live; a coming-soon card until the data is trustworthy |
| Sessions, sources, pages, key events | Google Analytics 4, directory profiles shown as their own sources | Hours behind intraday |
| Queries, impressions, clicks, average position | Search Console; its own average positions, not a rank tracker | 2 to 3 days behind |
| The page itself | Snapshot on open, live pull behind it when older than 5 minutes, nightly bake at 12:01am CT | Header stamp says when the data was pulled |
An intake call counts as a request where your CRM records it, and a call-tracking platform with an API is connected during setup where you run one. Client records, session notes and billing stay in your EHR or practice-management system today, card data is never read, and your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them. Positions are Search Console's own averages. Every intake on the screen traces to your forms or your CRM.
Questions, answered.
Can each office and the telehealth program be read on its own?
Yes. Each Business Profile listing gets its own row in the connection map and is read one listing at a time, so one office's rating stays its own. Where each office or the telehealth program runs its own campaigns, its spend and cost per conversion sit on their own campaign row, and the office or telehealth choice on each lead row says where the request is headed. <a href="/product/use-cases/multi-location-multi-truck">The multi-location page</a> covers the setup.
Can the intake coordinator see which clinician a client asked for?
Where your intake form asks, yes. The answer is written to the lead sheet with the rest of the submission and read on the row, beside the service, the office or telehealth, and the preferred times. The coordinator sets what each request became on the same row, so first appointments can be counted by office and by service.
Do you count intake calls?
An intake call counts as a request where your CRM or booking platform records it, and a call-tracking platform with an API is connected during setup where you run one. The requests the screen counts on its own are submissions from your website's forms, written to a sheet server-side as they land and read newest first.
Does it read client records?
The sources are the ones on this page: your Google accounts, each office's Business Profile, your website forms, and your CRM or booking platform where the practice runs on one. Client records, session notes and billing stay in your EHR or practice-management system today; a source with an API can be connected during setup. Card data is never read.
What do we have to connect?
Manager invitations on your Google Analytics property, your Search Console site, your Google Ads accounts and each office's Business Profile listing, each one revocable in your own console. Our team connects your CRM or booking platform, your email platform and your website forms from the inside with the access you grant during setup, and we never hold your passwords.
What does it cost for a group practice?
Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. Every tier is month to month with nothing metered, and a managed strategy retainer sits on top of any tier, scoped with you rather than priced on this site; <a href="/product/managed">the managed page</a> says what our team takes on.
See it running
before you decide.
The demo is the real product on a fictional company, with your name and email in front of it. Pricing is three published tiers.
Open the live demo See pricing
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- Refreshed when you open itLive data on page load, never a monthly PDF
- Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
- Seen in AI answersHow often ChatGPT, Gemini, Claude and Grok name you, measured
- Every send loggedProspect emails leave from a review-first queue, and every send is logged.

