01 · Align
Start with a shared view of the territory.
Maya and her manager review coverage and decide which practices need attention.
The relationship in practice
One practice relationship.
Supported by a whole team.
An illustrative story: Maya plans with her team, shares what she learns, and keeps a promise visible through the handoff.
Chapter 1 of 4
02 · Share context
Let the whole team hear what matters.
The nurses ask for a clearer guide. Maya records the question and the agreed next step.
03 · Coordinate
Build a useful response together.
The team plans outreach to selected practices, drafts a resource, and reviews it before sharing.
04 · Follow through
A handoff keeps the promise intact.
When a colleague covers Maya’s visits, shared history helps them bring the guide back and continue the conversation.
Illustrative story spanning multiple visits. Trust grows over time. Your team reviews suggestions and next steps.
Inside LiaisonIQ
Shared context. Visible in the app.
See how the workspace brings team priorities, territory coverage, and visit history together.
App screens shown below. Team workspaces are available on the web with approval-based access.
See where the team needs support.
Review visits, active reps, and practices needing attention before deciding what to do next.
View full-size screenshot of See where the team needs support. (opens in a new tab)↗
Keep the territory in view.
See practice coverage on the map and use shared territory context to plan the next visit.
View full-size screenshot of Keep the territory in view. (opens in a new tab)↗
Give the next liaison the context.
Visit details and notes help teammates pick up the conversation with care.
View full-size screenshot of Give the next liaison the context. (opens in a new tab)↗See Assist and more app tools
Prepare with practice context.
Assist supports the talking points behind a useful visit. Your team reviews its suggestions and applies its judgment.
View full-size screenshot of Prepare with practice context. (opens in a new tab)↗
Find the tools behind the teamwork.
Open the workspace tools for analysis, planning, discovery, and administration from one directory.
View full-size screenshot of Find the tools behind the teamwork. (opens in a new tab)↗Built around relationship work
Support for the details
that make a difference.
Plan with the whole territory in view.
Discover practices, assign sites, and review coverage so your team can coordinate visits with purpose.
Keep practice context with the relationship.
Shared clinic records, visit history, and follow-up tasks help colleagues continue the conversation.
Learn together over time.
Review team activity alongside aggregate referral trends. Timing-based connections offer context, not proof that a visit caused a referral.
Explore more team capabilities
Referral analytics & rollups
Roll up referral activity across the team and review it alongside recorded visits and outreach — by practice, provider, territory, and rep.
Integrations & webhooks
Share aggregate referral counts through Google Sheets, push events to external systems, and connect to Salesforce or HubSpot through Zapier and Make.com.
Rep field tools
Every team member gets the same solo-grade toolkit — AI visit prep, route planning, voice notes, and quick actions built for life in the field.
Estimated dollar KPIs for leadership
Optionally report $ tied up, $ opportunity value, $ growth, and $ lift across the team using a shared per-referral rate — so leadership can review modeled value alongside activity; these estimates are not verified revenue.
Workspace specialty configuration
Set the workspace specialty once and it propagates to everyone — field labels, the practice types target discovery searches for, which of referrals, orders, leads and samples are in play, and the role and clinical focus the AI is briefed with. Fifteen configurations across outpatient, post-acute, pharma and device.
Momentum & at-risk signals
See which accounts moved up and which slid period-over-period, your average days from first visit to first referral, and a ranked short list of practices whose relationship health is degrading — five names a manager can act on before Monday, not a ninety-row report nobody opens.
Competitive intelligence
Map the competitors working your territory, run gap analysis on the zones nobody is covering, pull catchment demographics, and build a profile on a specific competitor before a rep walks into an account they already own.
Whitespace radar
High-volume practices in your territory that nobody on the team has visited, rolled up for owners. The growth number that sits underneath all the retention ones.
Liaison IQ Pro — AI role-play for ramping reps
New hires practice against an in-character practice contact across ten scenarios and three difficulty tiers, then get a debrief scored on opening, objection handling, clinical relevance, confidence, and closing attempt. Managers who can't ride along with every rep can still review the debriefs and see where someone is losing the room.
Migration & referral data
Bulk-import clinics and visits from CSV with downloadable templates, and share aggregate monthly referral counts by typing them in or connecting a Google Sheet. Rolling a team onto a new tool shouldn't mean abandoning the history that makes it useful.
Feature Directory
Every team member can browse what LiaisonIQ can do, gated by role, right from the Tools tab — including why a locked feature is locked and exactly what unlocks it.
Plans & availability
A shared workspace, clearly priced.
Team Workspaces · Web
Give your team a shared home.
$49.99 USD / seat / month
2-seat minimum · $99.98/month before taxes. Monthly billing is managed by the workspace owner. Review your seat count and total before subscribing.
- Shared practices, visits, and follow-up tasks
- Territory tools and campaign planning
- Team dashboards and aggregate referral reporting
Request access, receive approval, then create your account to begin a 15-day trial. No credit card required to start.
Getting your team started
Bring the history that makes the work useful.
Import clinics and visits from CSV, invite colleagues, and organize sites and territories.
Who manages access and billing?
The owner manages workspace billing and access. Up to three co-owners can manage members, sites, targets, and team data. Billing remains with the owner unless explicitly transferred.
What can team members do?
Admin and field-rep roles support team management and outreach work. Light users have read-only access. Available actions depend on role and plan.
Where does referral reporting fit?
Review aggregate counts alongside outreach. Timing-based associations do not establish causation, and modeled dollar values are estimates rather than verified revenue. Patient-level referral records are not needed.
Keep every promise connected.
Bring your team’s way of working. We’ll walk through how LiaisonIQ can support it.