Fill your calendar. Run your practice. One platform.
LeadDash markets your practice, answers every call 24/7, and books every client onto your calendar. Works with any EHR, or use the full one built in.
Everything you need to run and grow your practice.
Whether you are a solo therapist or scaling a group practice, LeadDash replaces every disconnected tool you are currently paying for.
Clinical EHR & Notes
Write progress notes in half the time using built-in clinical documentation templates for SOAP, DAP, BIRP, and GIRP.
Online Scheduling
Let clients book 24/7 with automated reminders and intake forms. Eliminate phone tag and no-shows.
CRM & Lead Pipeline
See every inquiry from first contact to booked session. Automated follow-up sequences ensure no lead slips through the cracks.
Email & SMS Automation
Nurture leads on autopilot with pre-built therapy-specific email and SMS sequences. Convert inquiries while you sleep.
Reviews & Reputation
Automatically request and manage client reviews, so you build your reputation and get found by more clients.
Website & Funnels
Launch a professional practice website without a developer. Unlimited pages, funnels, and landing pages included.
You do not have to switch EHRs.
Love the EHR you already use? Keep it. Add the marketing, the 24/7 receptionist, and the pipeline on top of what you have today. A full HIPAA-compliant EHR is included the moment you want to bring your records home, on your timeline, not ours.
Keep your current EHR
Nothing to migrate. Start using LeadDash around the system you already trust.
Add marketing and the receptionist
Fill your calendar, answer every call, and follow up. No records have to move.
Migrate when ready, or never
Bring your records into LeadDash on your schedule, or leave them right where they are.
Every part talks to every other part.
A lead from your marketing becomes a booked appointment, becomes a chart, becomes a follow-up, without you moving anything between tools. That is the difference between a stack of apps and one platform.
Bring them in
Answer and schedule
Chart and treat
Retain and grow
One patient. One unbroken path.
Watch a single new patient move through LeadDash without you touching a thing.
They find you
Your ad, website, or landing page brings someone in and captures who they are and what they need.
They book on the spot
Online booking or your 24/7 receptionist turns that interest into a scheduled appointment, day or night.
It lands in your records
The appointment, the client details, and the source all flow into LeadDash, ready to chart against.
You run your practice
Notes, follow-up, and reviews all happen in the same place, so nothing slips and no one goes cold.
Every appointment, every clinician, one view.
See who is booked, who showed, and whose note is done, across your whole practice, in one view. This is the EHR side, ready when your records live in LeadDash.
- Confirmed appointments at a glance
- Per-clinician filtering
- Note status tracked automatically
A real EHR, not notes bolted onto a marketing tool.
Charts, progress notes, scheduling, and patient history, ready whenever you want your records in LeadDash. Write in SOAP, DAP, BIRP, GIRP, or your own format.
- SOAP, DAP, BIRP, GIRP formats
- Full patient history in one place
- Diagnosis and treatment plans
The others do one part. LeadDash does the whole job.
SimplePractice, TherapyNotes, and Jane are solid EHRs. None of them market your practice, answer your phone, or fill your calendar. LeadDash does all of it in one place.
| What you get |  |
SimplePractice | TherapyNotes | Jane App |
|---|---|---|---|---|
| HIPAA-compliant EHR and clinical notes | ✓ | ✓ | ✓ | ✓ |
| Scheduling and client records | ✓ | ✓ | ✓ | ✓ |
| Built-in marketing and email/SMS automation | ✓ | – | – | – |
| 24/7 receptionist that answers and books calls | ✓ | – | – | – |
| Lead pipeline and CRM | ✓ | – | – | – |
| Website and landing page builder | ✓ | – | – | – |
| Reviews and reputation management | ✓ | – | – | – |
| One price for your whole team, no per-seat fees | ✓ | – | – | – |
One LeadDash subscription replaces the EHR, the scheduler, the phone line, the funnel builder, and the CRM you pay for separately today.
Comparison reflects publicly listed features as of 2026. Competitor names are trademarks of their respective owners.
I run a group practice across four states. For years I duct-taped a booking tool to a marketing tool to a records system, and I was the glue holding them together at the end of every night.
LeadDash is the platform I wished existed. The marketing, the 24/7 receptionist, and a full EHR, in one place, so you can grow your practice without drowning in tools. Built by someone who actually sits in the chair.
And this was never a product first. I ran my own practice on LeadDash for over three years, with my own clients, before we ever rolled it out to anyone else. It had to earn its place in my day before it earned a place in yours.
Don't just take our word for it.
One simple price. No per-seat surprises.
Start with the clinical core, or get the whole platform. Keep your current EHR or use ours, included either way.
Your clinical foundation. A full HIPAA-compliant EHR and CRM that goes head to head with SimplePractice and TherapyNotes, with the CRM they do not give you.
- HIPAA-compliant EHR with SOAP, DAP, BIRP, GIRP notes
- Scheduling, client records, and treatment plans
- CRM and lead pipeline
- 2-way SMS, email, and VOIP phone
- Missed-call text back
- Unlimited calendars
- Intake forms and basic automation
- No 24/7 receptionist
- No websites or marketing suite
No credit card on the call. We activate your discount when you sign up.
The full platform. Everything that fills your calendar and runs your practice, in one place. Keep your current EHR or use ours, included either way.
- Everything in Core
- 24/7 receptionist that answers and books
- Unlimited websites, landing pages, and funnels
- Marketing and email/SMS automation
- Social media planner and scheduler
- Google and Facebook ads reporting
- Reviews and reputation management
- Memberships and client communities
- Up to 5 users at one flat rate
- Weekly live Q&A with our team
No credit card on the call. We activate your discount when you sign up.
Everything in Complete, set up and ready to run. We build your receptionist, calendars, pipeline, and booking sites so you go live without lifting a finger.
- Everything in Complete, built for you
- 10-day custom setup
- 24/7 receptionist configured to your services
- Phone system and email set up
- Custom workflows and automations
- Booking and intake calendars built
- Lead and pipeline customization
- Team training call
- Weekly live Q&A with our team
Every plan is month to month, and you keep your current EHR or use ours on any tier. Book a demo and we will help you pick the right fit.
The things practice owners ask first.
Is LeadDash a full EHR, or just marketing?+
Both, in one place. You get clinical records, charts, notes, scheduling, and patient history, sitting in the same platform as your marketing and your 24/7 receptionist. That is the whole point. They share everything instead of living in separate apps.
Do I have to switch my EHR?+
No. Keep your current EHR and use LeadDash for the receptionist, marketing, and pipeline. A full HIPAA-compliant EHR is included whenever you want it, and you migrate on your schedule, not ours.
Is it HIPAA-compliant?+
Yes. LeadDash is built HIPAA-compliant from the ground up, because it was made by a licensed clinician who has to live by those rules every day.
What is the 24/7 receptionist, exactly?+
It is a receptionist that answers your practice phone 24/7 in a warm, professional voice. It books appointments and writes the details into your records automatically. You name it, and you set how it sounds.
Am I locked into a contract?+
No. LeadDash is month to month, and you can cancel anytime. We walk you through exactly how it works on the call.
Stop losing clients you never even hear about.
See the whole platform on a quick call, and get every question answered before you decide.
No pressure. Just a 15-minute walkthrough of the platform set up for your practice.