YOUR AGENCY
RUNS ON PEOPLE
every renewal, callback, and follow-up, remembered for you.
We build AI back offices for home care, senior care, and healthcare staffing agencies. Not a template. We map where your operation leaks and build for that, one AI employee at a time. Governance and privacy decided first, because in this industry a wrong answer is a fine with your license number on it. In English, Spanish, or both.
Want your score first? The AI Reality Check takes ten minutes.
Built by an operator who ran healthcare and wellness operations with 90 staff across three countries. Claude Partner Network member, Claude Certified Architect in progress.
Industry benchmarking data: Activated Insights 2025 Home-Based Care Benchmarking Report, HCAOA, Home Care Pulse. Your agency knows these numbers because your agency is living them. The staffing crisis is real. The back-office drag making it worse is optional.
THE JOB NOBODY SIGNED UP FOR
You got into this to take care of people. Somewhere along the way the job became chasing a CPR card that expires Thursday, re-asking for a document a caregiver already sent to someone's inbox, praying the surveyor does not pull the one file with a lapsed credential, and watching your coordinators spend their day firefighting instead of filling shifts. The expiration dates live in one system, the documents live in another, and the truth lives in nobody's.
Meanwhile every applicant you respond to slowly is an applicant your competitor responded to fast. In a market where over half of agencies turn away revenue for lack of staff, the agency with the fastest, cleanest hiring machine and the tightest compliance file does not just run smoother. It takes the referrals everyone else could not staff.
IT STARTS WITH THE BUSINESS BRAIN
One knowledge base holding your policies, procedures, service lines, payer rules, credential requirements, and voice. Every AI employee draws from it, so every answer comes from what you actually approved, not from what a generic bot guesses. The Brain comes first, then the staff, then the scale. The order is the whole product.
THE AI WORKFORCE FOR HOME CARE
You already pay for scheduling, visit verification, and billing. This is everything those platforms hand back to your staff. It works alongside the system you already run. It does not replace it. Every AI employee below is trained on your Business Brain, tested on your real documents, and signed off by your team at 9 out of 10 quality before it goes live.
One pipeline from ad click to active caregiver: pre-screening that answers applicants in minutes 24/7, self-scheduled interviews, e-signed onboarding packets for W2 and 1099 tracks, document upload, and automatic follow-up to every applicant who stalls. Nobody falls through a crack because a human was busy.
An AI employee that watches every license, screening, CEU, and certification across your entire roster, chases renewals by email, text, and voice starting 60 days out, escalates what goes unanswered, and automatically pulls anyone non-compliant from the staffing pool before they ever reach a client. It reads uploaded documents, extracts the expiration dates, and keeps an audit-ready view current every single day. The surveyor walks in; you exhale.
Every family inquiry answered in minutes, in English or Spanish, after hours included. Assessments booked, questions handled from your approved answers, and no missed call left dead. The revenue you lose today is not from lack of demand. It is from slow response.
Referral sources nurtured, shift confirmations sent, no-shows flagged, quiet referral partners reactivated, reviews requested at the right moment and routed the right way.
Every leadership call becomes decisions, owners, and deadlines in your inbox before you refill your coffee. Nothing agreed on a Tuesday dies by Friday.
Invoice follow-up drafted from your records, in your voice, on schedule, so aging receivables get chased without a human dreading the task.
For the staff who will never open a chat window, we wrap the AI in simple tools they will actually use: upload a document, confirm a shift, check a status. Adoption is designed in, not hoped for.
ENGLISH, SPANISH, OR BOTH
Every pipeline, reminder, alert, and response runs in each caregiver's and each family's language, matched automatically. In this industry that is not a feature. That is half your workforce and half your market. We lead with it because we have led bilingual teams for two decades.
GOVERNANCE FIRST, BECAUSE THIS IS HEALTHCARE
Over 70% of home care agencies rank compliance as their number one business concern. We treat it that way. Data handling is decided before anything is built: what systems the AI can touch, what it can never see, permissions, retention, and where required the compliance posture including a BAA. We have run operations in regulated environments where getting this wrong is not an inconvenience, it is a fine with your license number on it. Nothing touches regulated data until the compliance posture is signed.
MEASURED MONTHLY, IN NUMBERS YOUR LEADERSHIP CAN READ
Every engagement reports these four, every month, board-ready.
WHAT AI DOES NOT DO HERE
It does not provide care. It does not make clinical judgments. It does not replace your coordinators; it replaces the chasing, typing, and checking that keeps them from coordinating. Your people make every judgment call, sign off on every AI employee, and own the system when we leave. Independence is the deliverable. A dependency is not.
START SMALL. PROVE IT. THEN SCALE IT.
The AI Reality Check.
Free, ten minutes, scored against companies your size.
The Readiness Call.
Thirty minutes, no fee, a straight answer on whether your operation is ready.
The Blueprint.
We embed for two to three weeks and map every leak: recruiting, credentialing, follow-up, reporting. You own the plan either way.
The build.
One AI employee at a time, in the order that pays fastest.
FROM FIRST PROOF TO FULL ENGINE
Ninety minutes with your leadership team. Before the session we collect your actual materials: your transcripts, your policies, your credential documents. Then we demonstrate AI employees running on them, live, in front of the people who need to see it. Skepticism does not survive watching its own work get done.
A complete diagnostic of your operation: department mapping, readiness scoring, governance recommendation, and a build-ready plan naming which AI employees to build, in what order, with governance decided before anything is built. Written so any competent team could execute it, with or without us.
Done with you. Your Business Brain installed and validated. Your first AI employees built, tested, and signed off by your team. Role-based training by department, an internal AI Champion certified, and a full handoff package. You get the system and the capability, not a dependency.
The system compounds. New AI employee builds or upgrades monthly, the Brain kept current, spend governed, and a monthly performance report in board-ready form, with a quarterly roadmap that includes what to take in-house.
The whole engine, built by our team: every department brain, the full AI employee roster, the automations, the field app layer, the training program, and the governance stack. Phased payments tied to phase gates. Every phase ends with something running.
Multi-office or franchise umbrella? The same system deploys across every location, with each office keeping its own pipelines and its own numbers. If your real opportunity is a branded platform of your own across your locations or network, ask about the partnership track on the Readiness Call.
WANT THIS TAUGHT TO YOUR TEAM?
Sherist trains leadership teams and takes stages. Live, practical, and built on real operations, not theory. From executive AI briefings to hands-on team training by department.
Training and Keynotes →YOUR COORDINATORS SHOULD COORDINATE CARE. NOT CHASE PAPERWORK.
The agencies that win the next five years will not be the ones that finally hire enough admin staff. They will be the ones that stopped needing to.
THE READINESS CALL
Thirty minutes. No fee. A straight answer.
Bring your situation, your questions, and your Reality Check results if you have them. In thirty minutes with Sherist you will know three things: where your company actually stands, which engagement fits, and what order the work happens in.
And if the honest answer is that you are not ready yet, you will hear that too. We would rather tell you to wait than sell you a start you cannot sustain.
No deck. No pitch theater. A conversation between operators.
Readiness Call
30 Minutes
Video call
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If the right next step is the Proof Session for your leadership team, we scope it on this call.