Clear answers.
A thoughtful start.

Team workspaces are available in the web app with approval-based access. The iOS and Android apps are coming soon. Individual mobile subscriptions will be offered through the App Store and Google Play; availability and pricing will be shown at launch. Explore Teams or Solo.

LiaisonIQ is a Physician Relationship Management platform built around practice context: knowing the care team, remembering conversations, and keeping follow-up visible. Territory tools, visit preparation, and shared history support that work. Read why we built it this way.

Yes. You can bulk-import clinics and visits from CSV using downloadable templates, so switching tools doesn't cost you your relationship history. Referral data is shared as aggregate monthly counts (typed into the app or pulled from a Google Sheet configured by the Workspace Owner); liaisonIQ does not accept patient-level referral records. You can also export your data at any time.

liaisonIQ ships fifteen specialty configurations plus a General Healthcare default: physical therapy / rehab, chiropractic, dental, cardiology, ambulatory surgery centers (ASC), ophthalmology, pain management, oncology / infusion, vein clinics, dermatology, home health, hospice / palliative care, behavioral health, pharma / life sciences, and medical device.

Setting your specialty changes more than a label. It changes the field labels across the app (a PT workspace sees Partner where a pharma workspace sees Target), which of referrals, orders, leads and samples apply, the practice types target discovery searches for, and the role and clinical focus the AI is briefed with. Owners set it in Workspace Admin → Plan → Policies. Read more about how specialty changes the playbook.

liaisonIQ licenses are managed at the Workspace level. A workspace is your central hub for data and intelligence.

• Solo workspaces: For individual physician liaisons; mobile availability is coming soon. Billed only via In-App Purchase (IAP) through the Apple App Store or Google Play — there is no web or Stripe billing path for solo.
• Team workspaces: For multi-rep organizations. The Workspace Owner subscribes via web checkout (Stripe) at app.liaisoniq.app. The owner buys the seats (minimum two), and that subscription covers all member seats — invited reps and View Only users do not purchase separately.

Request team access with your contact and business details. After approval, return with the approved email to create your account and begin the 15-day trial. No credit card is required to start. Workspace billing and seat management are handled on the web.

A Workspace is the top-level entity that holds your subscription, team members, and overall data. Within a Workspace, you can add multiple Location Sites. This allows organizations to segment data by physical office, region, or clinical specialty while maintaining unified billing and reporting.

Team access requires approval. Your 15-day trial starts when you create your approved account, not when you request access. No credit card is required to start. Team plans cost $49.99 USD per seat per month, with a 2-seat minimum ($99.98/month before taxes). Review your seat count and total before subscribing. Individual mobile plans are coming soon; pricing will be shown at launch. See plans and availability.

liaisonIQ includes several AI-powered tools to support your field work:

• Visit Prep & Coach: Generates talking points, a prep checklist, and focus areas before each clinic visit based on your visit history and notes.
• liaisonIQ Assist: An AI chat assistant you can ask questions with your territory data as context — pending tasks, recent visits, clinic background.
• AI Route Planning: Suggests an optimized visit order for your day based on location, priority, and follow-up urgency.
• Liaison Coach: Scenario practice and objection handling prompts to help you prepare for tough conversations.
• AI Territory Agent: Runs automatically once a day per workspace across three lenses — Competitor Watch, Relationship Risk, and News & Market — and surfaces findings in an Opportunity Feed and Activity Timeline you can act on (add to pipeline, schedule a visit, or dismiss).
• Liaison IQ Pro (AI role-play): Rehearse a visit against an AI that plays the practice in character — ten scenarios across three difficulty tiers, from the front-desk contact to a competitor-loyal physician — then get a debrief scored on your opening, objection handling, clinical relevance, confidence, and whether you asked for a next step. Available as an add-on module.
• Plan My Day: An AI planning conversation for a single day that pulls together your calendar, open tasks, and accounts overdue for a visit, then proposes a plan you can refine by chatting.
• Smart detour suggestions: While you're on a route, nearby untracked or lower-priority targets are surfaced so you can add a quick stop with one tap.

AI features are powered by Google Gemini and, for the Territory Agent's news monitoring, Tavily's news search API. Outputs are suggestions only — always review before acting. Do not input patient names, diagnoses, or other protected health information (PHI) into AI prompts.

liaisonIQ offers several integration options:

• Google Sheets sync: Share aggregate monthly referral counts from a linked Google Sheet. Patient-level data is not accepted.
• Outbound webhooks: Configure webhooks to push liaisonIQ events (visit logged, clinic added) to any external endpoint — including Zapier, Make.com, or your own systems.
• Data import: Bulk-import clinics and targets from a CSV to populate your territory quickly.

liaisonIQ does not offer native two-way sync with Salesforce or HubSpot. You can connect to these tools via Zapier or Make.com using the webhooks integration.

Yes. You can dictate your visit notes directly into the app using your device's microphone. AI then processes your notes to suggest follow-up tasks and expense entries, reducing administrative time after each stop. If you dictate in a language other than English, the app can optionally auto-translate the transcript to English while retaining the original-language transcript. Audio is sent to a speech-to-text provider (currently Groq or Google) to transcribe it, and we do not store the audio. Do not dictate patient-identifiable information (PHI) — liaisonIQ is not a HIPAA-covered platform for standard plans.

liaisonIQ integrates with the national NPPES NPI Registry, letting you search for outpatient practices in your territory by name, specialty, or location and add them directly to your clinic list — without leaving the app.

liaisonIQ includes several territory management tools: a Territory Heatmap (visualize visit density and coverage gaps), a Territory Mapper (define and manage geographic segments), and the ability to assign sites and territories to individual reps (team plans). Territory requests can be submitted by reps and approved by owners or admins.

Team workspaces include a manager console showing workspace pulse, forecast and signals, plus:

• Team performance: rep-by-rep activity and outcomes, with per-rep drill-down.
• Referral attribution: which visits and outreach preceded a practice starting or increasing referrals.
• Momentum & at-risk signals: which accounts moved up, which slid, your average days from a new account's first visit to its first referral, and a short ranked list of practices whose relationship health is degrading.
• Territory intelligence & whitespace radar: coverage, hotspots, and the high-volume practices nobody on the team has visited yet.
• Competitive intelligence: competitor mapping, gap analysis, and catchment demographics.

Analytics are advisory summaries of recorded activity — attribution in particular is inferred from timing, not a verified causal claim. Available to Workspace Owners and Admins. See which numbers are worth running a team on.

liaisonIQ is designed for business-to-business healthcare outreach and relationship management — it is not a HIPAA-covered entity for standard plans, and we do not offer Business Associate Agreements (BAAs).

The platform does not require or store Protected Health Information (PHI). You should not enter patient names, dates of birth, diagnoses, procedure codes, or other HIPAA-defined PHI into liaisonIQ or its AI features. liaisonIQ manages relationships with practices and providers, not patient records.

We implement security controls including data encryption at rest and in transit, audit logging, and access controls appropriate for healthcare professional environments. If your use case requires a BAA, please contact us to discuss whether a custom arrangement is possible.

You can export data using the app’s export tools. Workspace owners may request a complete workspace export or deletion. Cancelling a subscription does not itself delete your account or data. See the Privacy Policy for retention details, or contact support@liaisoniq.app.

Depending on the feature, AI may use text you submit and relevant workspace context, such as practice details, visit notes, tasks, or territory information, to prepare a response. Speech-to-text uses a transcription provider. Review the AI Usage Policy and Privacy Policy for provider, processing, and retention details. Do not include patient-identifiable information in AI inputs.

Team workspaces support the following roles:

• Owner: Full workspace admin — manages members, billing, sites, territories, and targets configuration.
• Co-Owner: Full administrative rights over members, sites, and team data, granted by the owner — up to 3 per team. Billing responsibility stays with the original owner unless ownership is explicitly transferred.
• Admin: Team management access — can invite members and manage roles and sites.
• Field Rep: Standard field rep — can log visits, manage targets, track referrals, and use AI features.
• View Only: Read-only seat assigned by the owner — can view team data but cannot create or edit records. On a team workspace, no separate subscription is required.

Go to Workspace Admin → Members → Invite. You can invite members by email and assign them a role (Medical Rep or Light User). Invited members receive an email with instructions to join your workspace. Mobile releases are coming soon; team access is available on the web. Team member subscriptions are covered by the owner's plan.

A Solo workspace is for individual physician liaisons and field reps — one owner, no team members, billed via App Store or Google Play. A Team workspace supports multiple members (owner + reps + light users), is billed centrally via Stripe web checkout, and includes owner dashboards, shared clinic databases, territory management, and rep activity analytics.

liaisonIQ is designed for legitimate field rep use. Reasonable usage limits apply to AI requests and data exports (exports limited to once per hour). Automated scraping, bot traffic, or bulk API abuse is prohibited. See our Fair Usage Policy for full details.

We follow a warning → temporary throttling → suspension escalation path for abusive usage. Legitimate high-volume use cases (large enterprise teams, integrations) can be discussed with our team — contact contact@liaisoniq.app.