Now with Claude AI built-in

Everything you need to understand your clients

NPS surveys, sentiment analysis, and Claude AI-powered insights — purpose-built for attorneys, physicians, accountants, and consultants.

View pricing
Built for licensed professionals
Claude AI included — no API key required
Live in under 10 minutes
Dashboard
Sample preview · May 2026
+72
Excellent
NET PROMOTER SCORE
-1000+100
5
Responses
60%
Positive
4.4★
Avg Rating
Recent Responses
😊
Post-Appointment Satisfaction
2 hours ago
NPS 9
😊
Annual Client Feedback
3 days ago
NPS 10
😞
Post-Appointment Satisfaction
1 day ago
NPS 6
Trusted by professionals including
⚖️ Attorneys
🩺 Physicians
📊 Accountants & CPAs
💼 Financial Advisors
🦷 Dentists
🧠 Therapists
🏡 Real Estate Agents

Three things every professional services firm deals with.

Perceptly was built specifically to surface these — before they cost you clients.

🤷

You ask happy clients to leave a Google review.

They mean to. They forget. The review never comes — and your public rating gets shaped by the one unhappy client from 18 months ago.

😬

You ask unhappy clients nothing.

They leave a one-star review anyway — publicly, in front of every future client. By the time you find out, the damage is done.

💸

Your enterprise survey tool costs $400/mo for a chart.

And requires a “customer success call” every time you want to change a question. You're paying enterprise prices for something a solo practice should run in 10 minutes.

Perceptly fixes all three. Built for pros who don't have time for survey software.

The full feedback toolkit

📊
NPS Scoring & Dashboard
Track Net Promoter Score over time with trend charts and benchmarks.
  • Real-time NPS calculation
  • 8-week trend chart
  • Promoter / Passive / Detractor breakdown
  • Industry benchmark comparisons
60-Second Survey Builder
Create professional surveys with profession-specific templates in minutes.
  • NPS (0–10 scale) questions
  • Star rating (1–5) questions
  • Multiple choice questions
  • Short & long text questions
  • Live preview mode
📤
Multi-Channel Distribution
Share via any channel — no client account or app download required.
  • Direct link sharing
  • QR code for waiting rooms
  • Email & SMS distribution
  • Google & Yelp review routing
🔔
Real-Time Notifications
Know the instant a client responds. Follow up while it matters.
  • Instant email alerts per response
  • Up to 5 recipients (Pro)
  • Weekly digest emails
🎯
Sentiment Analysis
Every response automatically classified as Positive, Neutral, or Negative.
  • Auto sentiment tagging
  • Trend over 30/90 days
  • Sentiment pie chart
  • Filter responses by sentiment
📈
Analytics Dashboard
A complete view of your feedback data — updated in real time.
  • NPS & rating trend charts
  • Response volume chart
  • Top tags word cloud
  • CSV and PDF export
Review Platform Routing
Automatically route happy clients to leave public reviews.
  • Google Business Profile sync
  • Yelp profile integration
  • Smart routing — promoters only
🏷️
Response Tagging
Organize responses to surface recurring themes and patterns.
  • Custom tags per response
  • Filter by tag
  • Tag frequency analytics
📋
Export & Reporting
Take your data wherever you need it.
  • CSV export (all responses)
  • PDF summary report (Pro+)
  • Date range filtering

Live in minutes, insights in hours

No IT team. No 3-month implementation. Just sign up and start.

1
Build your survey
Choose a profession template. Add NPS, ratings, and open-text questions in minutes.
2
Share with clients
Send via email, SMS, or display a QR code in your reception area. No client account needed.
3
Get notified instantly
Receive an email alert the moment a client submits — with Claude AI summary included.
4
Track & improve
Monitor NPS trends, spot patterns, export reports, and watch your practice grow.
✨ Claude AI · Built-in · No API key needed

Your AI-powered feedback analyst

The Pro AI plan includes Claude by Anthropic — one of the world's most capable AI models — built directly into your dashboard. No extra setup, no API key, no extra cost. It's all included in your $149/mo plan.

🧠
AI Survey Builder
Describe your goals — Claude generates optimized questions for your profession and client type.
📋
Plain-Language Summaries
Every batch of responses summarized in clear, actionable language. No data science degree needed.
📡
Trend Detection
Claude identifies recurring complaints, praise themes, and emerging issues before they escalate.
💡
Actionable Recommendations
Not just insights — specific next steps tailored to your practice type and response patterns.
✨ Claude AI Insights — This Week
Key Takeaway
"Clients consistently praise your responsiveness and medical knowledge. The 1 negative response mentions wait times — consider adding online booking to reduce scheduling friction."
📈NPS increased 12 points vs. last month↑ +12
🔁Referral intent in 3 of 5 responsesStrong signal
⚠️Scheduling friction — new pattern detectedInvestigate
Powered by Claude · Anthropic · Built into Pro AI Plan

Built by an operator, not a marketer.

I'm Roman. For the last seven years I was the Operations Manager at a professional services firm — billing, collections, vendor management, day after day.

In every one of those years, I watched the same thing happen: smart, capable professionals losing clients over feedback gaps they didn't know existed. The happy ones never left a review. The unhappy ones always did. The tools that were supposed to fix this were enterprise software priced for enterprises.

I built Perceptly as the tool I wished we'd had at the firm. Honest NPS, sentiment, and Claude AI summaries — without the bloat, the sales calls, or the $400-a-month chart.

Roman Vaxman, founder · Read the full story →
RV

What we're hearing

Perceptly is in early access with a small group of professional services firms. Real client quotes will appear here as our early customers approve them — never fabricated, never stock.

Want early-access pricing? Contact the founder →

Works with the tools you already use

Connects with the platforms that matter most to professional practices.

🔵
Google Business
Sync reviews & profile
Yelp
Route happy clients
💳
Stripe
Secure billing
Claude AI
Built-in · Pro AI
📧
Email / SMTP
Survey distribution
📱
QR Code
Waiting room capture

Simple, honest pricing.

Start free. Upgrade when you need more. Cancel anytime, no retention calls.

Basic
For solo practices getting started.
$69/mo
  • 10 surveys per month
  • Sentiment analysis
  • QR code & email sharing
Pro
All the analytics, none of the AI.
$99/mo
  • Unlimited surveys
  • Full analytics
  • PDF export

Common questions

How is Perceptly different from Google Reviews?
Perceptly captures every client's feedback — not just the ones who happen to leave a public review. Then it automatically routes your happiest clients to Google or Yelp, so your public reviews actually reflect your work instead of being shaped by the loudest unhappy client.
Do my clients need an account?
No. Clients respond via a link, QR code, or email — no signup, no app, no friction. Most surveys are done in under 60 seconds.
Is my client data private and secure?
Yes. Client responses are stored encrypted and accessible only to your practice. We never share or sell data.
Can I cancel anytime?
Yes. Monthly plans cancel anytime from your dashboard. No retention calls, no “one last offer” emails.
Do you integrate with my practice management software?
We're actively building integrations with the major practice management platforms — starting with Clio for law firms. If you use a specific system, let us know and we'll prioritize accordingly.
Who built this?
Perceptly is built by Roman Vaxman, an operator with 10+ years running professional service operations — most recently seven years as Operations Manager at a law firm. Read the full story →

Ready to know what your clients think?

Start your 14-day free trial — no credit card required. Built by an operator, not a marketer.

Book a demo