Unlimited team members.
Pay only for your caseload.

A lead is an inbound inquiry — from the findabatherapy directory, your branded contact form, or a website embed — held as a light qualification card: guardian and child names, contact info, insurance carrier, city, source, and notes. Inquiries are free until you convert them. A client record is the full chart: complete intake fields plus forms, e-signature, portal, documents, and tasks. You create one deliberately — convert a lead or add a client directly — and open client records are the only thing you ever pay per.

Inquiries are free until you convert them. Every open client record is $2.50/month (Core) or $3.50 (Pro) — first 10 included. Archive a record and billing stops; restore anytime to view it, which counts it for that month. Your invoice lists every record by name — no meters to watch, no surprise jumps. A smaller month simply costs less.

File them in your archive. Archived records are filed away and never billed — and old or closed families can be created straight into the archive, never billed until opened. If a family comes back, restore the record in one click to view the chart; it simply counts for that month.

No — never. A basic listing is free and search ranking is neutral for everyone; paying never buys placement above another agency. Paid tiers get faster lead routing, richer profiles, and analytics — never gatekeeping.

The first 50 paying agencies lock their rate for life. It's not a discount — you pay the standard Core or Pro price — it's a rate lock: when list prices go up later, yours never does.

Never. Unlimited team members on every paid plan. Your BCBAs, your office manager, your billing person — everyone works in the same place at no extra cost. You pay for caseload, not headcount.

The DocuSign model: you send a secure, tokenized signing link by email or text. The family clicks it, fills the form, and signs on their phone — no account, no password, no app. The portal (Pro) adds a persistent logged-in checklist on top of that, so families can see everything outstanding and upload documents themselves.

Core organizes your intake — your team pushes forms and one-shot signing links, and tracks everything in the pipeline. Pro makes families do half the work for you: each family gets a persistent portal checklist (upload insurance card, sign consent packet), plus automations tied to onboarding stages, intake analytics, unlimited templates, and priority findabatherapy lead routing.

30 days free on Core or Pro, no card required. Run your real intake through it. If you don't subscribe, you drop back to the Free plan — your data stays and you can export it anytime.

Yes. All data is encrypted at rest and in transit, and we sign BAAs with paid customers on request.

Your data is preserved and you can export it anytime. No contracts, no cancellation fees — monthly or annual, leave whenever you want.