Done-for-you patient follow-up that guarantees an ROI or it’s free.

Our program finds every overdue hygiene patient and unscheduled treatment plan in your PMS, then hands them to our experienced human coordinators to proactively call, text and book them for you.

Book a demo $20,000 in 90 days, guaranteed
Devyn Grillo, founder and CEO of CaseLift
Devyn Grillo
Founder & CEO, CaseLift
$632,000+ booked for dozens of practices
Perry Family Dentistry Norberto Cantu Dentistry Scripps West Dental Robeck Dental Moses Lake Family Dentistry

“The dental marketing agency I built ran ads for 150+ practices, where I kept seeing the same pattern: the fastest way to grow isn’t actually new patients. Your biggest gold mine is the 100’s of patients who already know, like, and trust you but are sitting unscheduled in your PMS. So we built CaseLift to win them back.”

Devyn Grillo
Founder & CEO
Dr. Greg Grillo, DDS
Clinical Advisor · 25+ years practicing
Laura, CaseLift coordinator Judy, CaseLift coordinator Mary, CaseLift coordinator Miranda, CaseLift coordinator

Your patients talk to our Native English, dental-experienced coordinators:
Laura, Judy, Mary and Sarah.

Your patients didn’t leave. Nobody followed up.

Data shows patients say yes after 4 to 10 touch points. Yet most practices stop after 1 to 3. CaseLift solves this gap with our personalized, long-term patient follow-up engines.

The opportunityShare of all bookings, by number of follow-ups
0%25%50%75%100%123456789101112Number of follow-up touchpoints
50%book after 4 to 10 follow-ups
The realityPractices still following up, by attempt
0%25%50%75%100%1st2nd3rd4th5th6thFollow-up attempts
44%stop after just one attempt
92%have stopped entirely by the 4th attempt

Sources: Salesforce · Velocify · industry benchmarks. Curves are illustrative; the callouts carry the sourced figures.

Software finds your unscheduled patients. Humans win them back.

The CaseLift Recovery Engine™. Four steps, zero work for your team.

01

We sync your PMS.

CaseLift connects to your PMS and pulls every overdue hygiene patient and unscheduled treatment plan. Your PMS connects the same day.

02

You set the rules.

You choose the filters, the hours and how patients are booked. You approve the list before anyone is contacted.

03

We follow up until they say yes.

A real coordinator calls, texts, emails and answers every reply, as your practice. You can see every conversation in a transparent inbox.

04

We book for you.

Patients are booked or handed to your front desk by live transfer, following your rules. Every booking is tied to the production it created.

Product illustrations use demo data.

Your team’s part: 1 to 2 hours of onboarding, once A few minutes a week after that

Save your front office dozens of hours per month and get up to 5X higher booking rates.*

*CaseLift data shows up to 5X higher booking rates of unscheduled patients than industry averages.

Practices across the country are getting patients back.

Verified from CaseLift attribution reports, as of October 2026
The CaseLift Guarantee

$20,000 back on your schedule in 90 days. Or we keep working for free until we do.

Every booking is tracked in your PMS, so you can see exactly what we put back on your schedule. Month to month.

Book a demo
Free bonuses included

CaseLift Analytics™

170metrics on your practice,
synced live from your PMS
  • Ask CaseLift AI anything about your data, and get an answer
  • Fee Optimizer: grow profit by seeing your fees vs. your market
CaseLift Analytics Practice Overview: net production, collections, KPI tiles and a production chart

CaseLift helps you get more patients to say yes.

An all-included suite of cutting-edge conversion tools that turn the patients we bring back into accepted treatment.

Digital Treatment Plans.

Patients say yes at home, with cost and financing answered up front.

Consult Recording.

Know exactly why a patient said no, and the chart note writes itself.

Case Acceptance Academy.

Every coordinator runs the same proven case conversation.

Product illustrations use demo data.

Frequently asked questions.

We already use Weave, Adit or Solutionreach. Why add CaseLift?

Keep them. Those tools send reminders. CaseLift calls, texts, answers replies and books. Run us alongside your current tool for 90 days, and the attribution report shows exactly who booked which patients.

Who actually talks to my patients?

A live, U.S.-based CaseLift coordinator. They read every reply, answer the patient’s question and get them scheduled. Every message goes out as your practice, and patients never see the CaseLift name.

Will it say something wrong to my patients?

A human coordinator reviews every message. For your first two weeks we run in approval mode, so nothing sends until your team okays it.

My PMS is full of old and duplicate treatment plans.

We filter by date (12 to 18 months by default, and you can tighten it), keep one plan per patient, exclude exploratory plans, and you approve the list before anyone is contacted.

We’re short-staffed, or booked out for months.

That’s the point. Your team touches nothing, and we book recovered patients into the openings your schedule actually has, as far out as it takes.

What’s included besides the follow-up?

Every plan includes CaseLift Analytics, with 170 practice metrics live from your PMS, and the Fee Optimizer, which compares your fees to your market code by code. Treatment Engine practices also get digital treatment plans, consult recording and the Case Acceptance Academy for your team, at no extra cost.

Which PMS do you work with?

Dentrix, Eaglesoft, Open Dental, Curve and many others, including PracticeWorks and older systems through our integration partner. Setup takes 1 to 3 days. See every supported PMS.

Is CaseLift HIPAA compliant?

Yes. We sign a Business Associate Agreement at signup, before we touch any patient data, and all data is encrypted at rest and in transit.

What does it cost?

Most practices invest less than a part-time front desk hire. We’ll walk through pricing with your numbers on the demo. Every plan is month to month and covered by the $20,000 guarantee.

How fast does it start working?

Most practices are live within 7 days. Your PMS connects the same day, and first bookings typically land in the first week.

Ready to grow your production?

Book a 20 minute demo and we’ll show you how much we can win back for you.

Book a demo $20,000 in 90 days, guaranteed