BackboneAI combines the operational tools of a coaching practice with the coaching intelligence needed to keep client work moving forward.
Profiles, ownership, history, and goals live together — so anyone on the practice can pick up the thread of a client’s coaching without digging through five tools.
Publish a booking page, offer free intro consults, and let clients request the times that work — with conflict detection keeping the calendar honest.
Share a public page for free intro consults.
They grab an intro slot — no account required.
Meet in person or over video — your choice.
Turn a good fit into an active client in a click.
Package up your work as session packs, multi-session programs, or ongoing retainers — then let booked sessions draw down automatically against the right balance.
Prepaid blocks of sessions that draw down one at a time as they’re booked.
Structured, multi-session engagements with a clear arc.
Ongoing monthly coaching that renews on schedule.
Clients get a private space to prepare, complete what you assign, message you, and handle the business side — without the email back-and-forth.
A real coaching tool engine — not just static forms. Assign wheels, custom scored instruments, and intake clients complete in the portal, then review the results you can actually see.
Coach-facing intelligence that helps you prepare, debrief, and synthesize — grounded in each client’s actual coaching record, while you stay fully in control.
A grounded brief before each session — what changed, open commitments, and a suggested focus.
Instrument-aware summaries the moment a client completes a tool.
Ready-to-use questions to open the next conversation.
Ask AI about a client and get answers grounded in their record — not the open internet.
Radar overlays across re-takes, turned into a clear read on what’s changing.
For admins and billers: summarize the billing position and prioritize the work queue.
Built on Anthropic’s Claude. Personally identifying information is scrubbed before any model call, and the coach stays in control — AI output is support, never a diagnosis or a replacement for your judgment.
Document each session, sign and lock the record, and keep the open threads — unsigned notes, missed sessions, and follow-ups — in front of you.
Once a note is signed it becomes an immutable record, so your documentation stays trustworthy over time.
Capture what happened and what’s next, right after the session.
Once signed, a note becomes an immutable record.
See every note still waiting to be signed.
Mark, track, and account for missed sessions.
Carry actions and commitments into the next session.
Manage packages, balances, statements, billing workflows, and payment readiness in one place — with revenue and practice dashboards that show how the practice is really doing.
A running list of what’s ready to send and review.
Clear, itemized statements for every client.
Track credits and balances with a clean audit trail.
See what’s outstanding and how long it’s been open.
Understand revenue, activity, and practice health at a glance — role-aware for admins, coaches, and billers.
Everyone sees what they need and nothing they shouldn’t — with practice-level isolation and a shared sense of time across every dashboard.
Practice setup, team, packages, and oversight across every coach.
Their own clients, sessions, notes, tools, and AI-assisted prep.
Statements, balances, the billing work queue, and payment readiness.
Every record is scoped to your practice — no cross-practice bleed.
Set your practice timezone once, and every dashboard renders in practice-local time.
See how the whole coaching relationship fits in one place.