LeadDash · One connected behavioral health practice platform

HIPAA-compliant · Built by a licensed clinician

From first inquiry to final claim. One connected behavioral health practice.

LeadDash connects the client journey from growth and first response to scheduling, clinical care, billing, and follow-through — without forcing your team to work around disconnected systems.

Book a personalized demo Explore the interactive demo

Book a guided walkthrough or explore the interactive demo with fictional practice data.

demo.leaddash.io/dashboard

Real LeadDash public-demo dashboard showing the schedule, note tasks, appointments, and calendar for a fictional practice

As seen in

Everything in one place

One connected platform for the entire client journey.

LeadDash connects growth, access, clinical care, and revenue operations so your team can work from the same story — not a pile of disconnected systems.

Clinical Care & EHR

Keep charts, assessments, treatment plans, and behavioral-health documentation connected to the client journey from the start.

Scheduling & Access

Give clients a clear next step with scheduling, reminders, and intake workflows connected to your front door.

Growth & Follow-through

See inquiries, referral sources, ownership, and next actions in one connected operating view.

Communication & Chart Context

Keep HIPAA-compliant phone, SMS, email, and fax activity tied to the client chart, so every follow-up starts with the right context.

Reviews & Reputation

Build a stronger referral-ready presence with review workflows that remain part of the same growth system.

Websites & Conversion

Create clear practice websites, landing pages, and conversion paths that feed directly into your operating workflow.

How it works

From first inquiry to care — with context intact.

See how one client can move through LeadDash without their story being rebuilt at every handoff.

A person reaches out

A referral, ad, website, call, or text opens a conversation with your practice.

The next step is clear

The 24/7 Receptionist, scheduling, and timely follow-up help turn interest into a useful next step.

Care begins informed

The appointment and the details already gathered can stay with the client as clinical work begins.

The practice stays connected

Care, billing, communication, and operating signals stay closer together, so the team can follow through.

24/7 Receptionist

Every call gets a helpful next step.

While you are in session or away from your desk, LeadDash answers in a warm, professional voice, learns what the caller needs, and guides them toward the right next step.

Answers day or nightNew, returning, and after-hours callers reach a helpful voice instead of voicemail.

Screens and routes with your rulesIt confirms who is calling and why, then handles new intakes, existing clients, and urgent matters the way you set up.

Books, confirms, and keeps contextAppointments and call details are captured in LeadDash so the next person has the context without a callback or retyping.

Included with CompleteUp to 5 users at one flat rate

Receptionist call demoSee the handoff

From first call to clear next step. Hear how the receptionist guides a caller, then carries the details into the LeadDash workflow.

DashNotes™

Get your notes done faster with a built-in AI note-taking assistant.

DashNotes™ helps turn a recorded session into a structured clinical draft, so you can spend less time starting from a blank note and more time focused on the client in front of you.

Record in person, by telehealth, or dictate from your workflow
Start with SOAP, DAP, BIRP, GIRP, free-form, or your practice templates
End the recording and create a draft note without rebuilding the session from memory

Explore DashNotes

LeadDash DashNotes clinical note workflow with therapy-specific note styles, appointment details, and recording controls

LeadDash DashNotes recording state with controls to pause, end, and draft a note

Behavioral health EHR

A real behavioral health EHR — not a reset button.

Charts, progress notes, scheduling, and client history are ready whenever you want your records in LeadDash. The client story can arrive with the information your team already gathered.

Therapy-first note styles including SOAP, DAP, BIRP, and GIRP
Client history and shared context in one place
Diagnosis, coverage, and treatment plans

See everything in the EHR

Real LeadDash public-demo client chart showing fictional client overview, visits, measures, clinical and billing tabs, schedule, balance, coverage, and diagnosis

Connected communication

Every client interaction, where it belongs.

LeadDash keeps the conversations and documents that shape care close to the client chart. With a HIPAA-compliant phone and fax system, your team can follow the full context instead of chasing it across separate inboxes.

Save phone activity and call-transcript controls directly in the client chart
See texts, emails, calls, and automatic reminders together in one communication history
Receive HIPAA-compliant faxes and file documents to the right client chart

Less hunting. More context. Every touchpoint stays easier to find for the person who needs to respond next.

Explore the phone system Explore HIPAA-compliant fax

LeadDash client chart communication timeline showing texts, emails, voicemail transcript controls, reminders, billing notices, and client context

HIPAA-compliant fax

LeadDash fax workspace showing a received document waiting to be filed on a client chart

Received documents can be filed on the chart.

Built-in Telehealth

Connected care, wherever it happens.

Start a virtual visit right inside LeadDash, then keep the session, clinical context, and DashNotes workflow together—without switching to a separate video tool.

Built directly into the LeadDash practice platform

Bring the client conversation and care context into the visit

Move from the visit into DashNotes without changing tools

Included with LeadDashNo additional telehealth fee.

Explore Telehealth

LeadDash TelehealthIn session

Fictional therapist participating in a LeadDash Telehealth session

Dr. Lina

Fictional client participating in a LeadDash Telehealth session

Jordan M.

A better system to build on

Move your practice into LeadDash.

LeadDash is built to run the complete behavioral health practice—not sit beside another system. Your launch is shaped around the workflows, people, and client experience you want to bring together.

Map what matters

Align team roles, scheduling, intake, documentation, communication, billing, and client follow-up around how your practice works.

Set up LeadDash

Configure the connected EHR, phone, fax, templates, and workflows your team will use before launch.

Go live together

Bring your team into one system with guided support and a rollout plan that fits your practice size.

Plan your LeadDash launch

One connected journey

From first inquiry to final claim. One connected practice.

LeadDash connects the front office, care, and revenue work in one system. The chart follows the client journey—and shows where the biggest handoffs disappear. Included in price means included in the listed platform subscription—not a separate feature fee.

Swipe right to compare SimplePractice, TherapyNotes, and Jane →

The client journey		SimplePractice	TherapyNotes	Jane
1. First hello24/7 Receptionist + integrated practice phone and two-way texting	✓	×	×	×
2. Grow the leadCRM, lead pipeline, routing, and automated nurture	✓	×	×	×
3. Book & onboardOnline booking + intake sent automatically	✓	×	×	✓
4. Deliver careBehavioral-health EHR + Telehealth included in platform price	✓Included in price	×Not in platform price	×Not in platform price	×Not in platform price
5. Finish notesAI note-taking included in platform price	✓Included in price	×Not in platform price	×Not in platform price	×Not in platform price
6. Get paid & growInsurance billing and claims	✓	✓	✓	✓Paid add-on
7. Submit claimsPer-claim fee for electronic insurance claims	$0per submitted claim	25–50¢per submitted claim	14¢per electronic claim	30–50¢per submitted claim

One system to win the client, support the client, and keep the practice moving.

Dr. Ashley Bryant, licensed therapist and founder of LeadDash

⚕

Why we built it

Built by a clinician, not a tech company

"I got tired of my tools not talking to each other. So I built one that does."

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: growth, access, clinical care, and follow-through in one place, so a practice can grow 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.

Dr. Ashley Bryant

Licensed therapist · Founder of LeadDash

In their words

Don't just take our word for it.

Dr. Derek Collins

Founder, The Diversion Center · Atlanta, GA

Tremaine Wills

CEO, TW Media and Education · Newport News, VA

Carlos Green

Relationship Coach, Power Couples Rock · Lilburn, GA

Coach Casandra Henriquez

Love Coach for Professional Women · Fort Lauderdale, FL

Pricing

Straightforward pricing. No per-seat surprises.

Start with a complete clinical foundation, then add the connected front office and growth tools when your practice is ready.

Built-in Telehealth HIPAA-compliant EHR Scheduling + client communication Month to month

Core

$99/month

50% off your first month

Founding Member rate · For 1 user

A complete clinical foundation for a solo provider: EHR, Telehealth, scheduling, secure communication, and a client pipeline in one starting point.

A clinical starting point for independent providers.

HIPAA-compliant behavioral health EHR
Built-in Telehealth for virtual visits—no separate add-on fee.
Scheduling, secure client messages, and a client pipeline
Electronic insurance claims
—DashNotes and the 24/7 Receptionist are included with Complete

See Core in action Ready to start? Choose Core

No credit card needed to book a demo. Your Founding Member rate is activated when you sign up.

Launch with confidence.

Add one-time implementation support when you want a configured launch—not another project for your staff.

Complete Guided Setup $1,500 one time Up to 5 users · focused 10-business-day launch

Growth Team Launch Custom one-time scope Up to 12 users · sized to your workflow and rollout

Discuss your launch

Plan-aligned implementation

One-time setup that fits your rollout.

Complete receives a focused launch path. Growth receives more configuration time for a larger team, more roles, and a more complex rollout.

CompleteGuided Setup · 10 business daysMap your core workflow, configure your starting point, and train up to five users.

GrowthTeam Launch · scoped to your practicePlan the timeline around up to 12 users, team roles, routing, workflows, and rollout needs.

Both plansLaunch with a clear operating foundationFinish with team training and a practical path for day-one adoption.

Every plan is month to month. Founding Member pricing is available while founding spots remain. Book a demo to identify the right starting point.

Questions

The things practice owners ask first.

Is LeadDash a connected platform or an EHR?+

LeadDash is a connected behavioral health platform. It brings growth, access, clinical records, scheduling, billing, and communication closer together so the team can work from one client story rather than separate apps.

How does moving to LeadDash work?+

LeadDash is designed to be the connected system for your practice. Your implementation is scoped to your plan and team; together, we map priority workflows, configure LeadDash, and set a launch plan that fits your practice.

Is LeadDash 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 answers your practice phone around the clock in a warm, professional voice, helps callers reach the right next step, and keeps the conversation connected to the rest of your operating workflow.

How are urgent calls and existing clients handled?+

The Receptionist can confirm who is calling and why, then handle new inquiries, existing clients, and urgent matters according to the rules you set for your practice.

Can callers book and receive intake forms online?+

Yes. LeadDash supports online booking and an automated intake path so the right next step can be sent without your team rebuilding the process by hand.

Are Telehealth and DashNotes included?+

Built-in Telehealth is included with every LeadDash plan, with no separate Telehealth add-on fee. DashNotes is included with Complete, along with the 24/7 Receptionist and up to five users at one flat monthly rate.

Do I pay a fee for every electronic insurance claim?+

LeadDash does not charge a per-claim submission fee for electronic insurance claims. Confirm any payer-specific requirements or third-party costs that apply to your practice during your demo.

How does White-Glove Setup work?+

White-Glove Setup is optional one-time implementation support, not another monthly plan. Complete Guided Setup is a focused 10-business-day launch for up to five users. Growth Team Launch is scoped around your team size, roles, workflow complexity, and rollout needs.

Can calls, texts, emails, and faxes stay with the client chart?+

Yes. LeadDash brings HIPAA-compliant phone activity, including call-transcript controls, texts, emails, and fax filing into the client communication and chart workflows so your team can respond with the right context.

Am I locked into a contract?+

No. LeadDash is month to month, and you can cancel anytime. Founding Member pricing is available while founding spots remain.

Your practice already has enough moving parts. LeadDash connects them.

See how LeadDash can connect the client journey around your practice, and get your questions answered before you decide.

Book a personalized demo Explore the interactive demo

Book a guided walkthrough or explore the interactive demo with fictional practice data.

Book a demo