White-labeled for your ABA practice

Never lose track of
another referral.

Relay keeps your intake team on top of every lead, document, assessment, authorization and follow-up — automatically — from the first inquiry to a client's first day. Fully branded as your practice and shaped around your exact intake process.

No credit card • See a live, interactive demo below

app.relayitcrm.com/dashboard
Relay

Good morning, Dana

⌘K  Search clients DR
3
Need attention today
4
New leads this week
12
Active in pipeline
40%
Referral → started
!2 families awaiting documentsThe Riveras and The Okafors — insurance card missingReview →
1 assessment needs follow-upMarcus B. — assessment completed 5 days agoReview →
3 authorizations pendingSubmitted to payer, awaiting responseReview →
1 client ready to startSofia M. — schedule first sessionReview →

Lead Pipeline

12 prospective clients

Click any client card to open their full profile.

Client Profile

Viewing: The Riveras

Tasks & Alerts

Assigned to your team
Call the Rivera family about insurance cardMissing document · flagged by RelayDROverdue
Follow up on Marcus B. assessment resultsAssessment completed 5 days agoJLToday
Check authorization status — The OkaforsSubmitted to payer 8 days agoDRToday
Send intake packet to the Nguyen familyAuto-resolved when packet was submittedJLDone
Confirm first session — Sofia M.Client marked ready to startDRFri

Automated Follow-Ups

Running on autopilot
Insurance card reminder — The Riveras
Auto-sent 2 days ago · no response yet → staff task created
Awaiting
Intake packet nudge — The Okafors
Scheduled to send tomorrow if not completed
Scheduled
Welcome + next steps — Nguyen family
Sent automatically when intake was marked complete
Sent
Assessment scheduling — Marcus B.
Sent 5 days ago · family replied, task closed
Sent

New Client Intake

What families see & fill out
RA Relay ABA — New Client IntakeSample: this form carries your practice name, logo & colors ✦ White-labeled
📎 Drag & drop your insurance card & documents — or browse
Relay auto-detects what's missing and follows up for you

Thanks, Rachel! 🎉

Your intake is in. Relay ABA will reach out shortly — and if anything's missing, we'll follow up automatically. You won't have to chase anyone.

→ Just added to the practice's Relay pipeline as a  New Lead

Conversion Analytics

Last 90 days

Your own pipeline numbers — see exactly where prospective clients drop off.

Built for ABA. Ready for behavioral health.

Relay started inside an ABA practice — so it fits the way you run intake. The same pipeline works just as well for home health and other behavioral health teams juggling referrals, documents, and authorizations.

ABA Therapy Behavioral Health Home Health Mental Health & Counseling Multi-Service Groups
How it works

Nothing falls through the cracks

Your team shouldn't have to remember every follow-up. Watch how Relay handles one missing insurance card — start to finish — without anyone chasing it.

👤
Family
Parent starts intake online
Relay
Detects the insurance card is missing
Relay
Sends the family a friendly follow-up automatically
2 days later
Still incomplete — no response
Relay
Creates a task for staff to make a personal call
📄
Family
Submits the document
Relay
Task resolves itself — client moves forward

The system remembers so your team doesn't have to.

Before & after

From scattered to one clear pipeline

The messy gap between a referral and a first session, finally organized.

Today, without a system

Spreadsheets nobody keeps updated
Follow-ups buried in email chains
Sticky notes and manual reminders
Forgotten callbacks
No clear owner for the next step
"Wait… what happened with that family?"

With Relay

One pipeline everyone can see
Automatic follow-ups at the right time
Clear ownership on every step
Tasks and alerts for what needs attention
Complete history for every client
Conversion visibility, start to finish
The platform

Everything intake, in one place

Relay is the CRM for the operational gap between "we got a referral" and "the client started." Built for ABA — and just as at home in home health and other behavioral health practices. Not an EHR. Not billing. Not scheduling. Just intake, done right.

Lead Management

Capture every inquiry the moment it comes in and always know exactly where each lead stands.

Intake Tracking

See exactly what each family has completed and what's still missing — no more digging.

Automated Follow-Ups

Follow up automatically when families haven't completed a required step — no chasing required.

Tasks & Alerts

Give every team member a clear, prioritized list of exactly what needs attention today.

Assessment Tracking

Track assessment progress without hunting through inboxes and shared drives.

Authorization Tracking

Know what's been submitted, what's pending, and what needs follow-up with the payer.

Conversion Analytics

Understand how many referrals actually become clients and pinpoint exactly where prospective clients drop out of your pipeline — using your own numbers, not made-up benchmarks.

See it live
Made yours

It's your brand. We just run behind it.

Relay isn't a generic tool families see with someone else's name on it. Every touchpoint — your intake forms, your emails, your portal — is white-labeled to your practice and shaped around the exact way you run intake. Your families only ever see you.

Your logo & colors Your practice name Your intake steps Your forms & emails Your follow-up rules
See it set up for your practice
RARelay ABAYour name, front and center
Same platform · every practice looks 100% their own
Ready-to-use

A polished intake packet, in your name

Every practice on Relay gets a clean, family-friendly intake packet — customized with your branding and your required steps. Families know exactly what to do, and Relay tracks what's still missing.

  • Welcome letter, family & child info, insurance, referral, consent
  • A clear document checklist so nothing gets forgotten
  • Fully white-labeled to your practice — your logo, name & colors
Download the sample packet (PDF) Try the intake form

Sample template. Your live packet is customized during setup.

Your morning in 30 seconds

Log in. See what needs attention. Handle it. Move on.

No more starting the day wondering what slipped. Relay opens to a clear, prioritized view of exactly what needs you — and nothing that doesn't.

Book a Demo
Good morning, Dana
3 items need your attention
📄Families awaiting documents2
🧩Assessment needs follow-up1
🗂Authorizations pending3
New leads this week4
Automation

The system remembers so your team doesn't have to

Set the rules once. Relay watches every client and takes the next step on its own.

When
A lead hasn't been contacted
Relay does
Creates a task for staff
When
Intake incomplete after 48 hours
Relay does
Sends a follow-up
When
A required document is missing
Relay does
Sends a reminder
When
An assessment is completed
Relay does
Creates the next-step task
When
An authorization is pending
Relay does
Schedules a follow-up
When
A task goes overdue
Relay does
Escalates it
Pricing

Pricing that scales with your size

Plans grow with your team — starting at $199/mo. Each includes a one-time implementation fee that covers white-label setup, onboarding, and training so you're up and running fast.

Not sure which plan fits your practice? Book a demo and we'll help you choose. Custom pricing available for larger organizations.

Book a demo

See Relay on your own intake process

A short, no-pressure walkthrough. We'll show you exactly how Relay keeps every prospective client moving — using examples that look like your practice.

15 minutes, tailored to you
No generic pitch — we map it to your intake steps.
See your pipeline, live
Watch how leads, documents and authorizations flow through Relay.
Honest answers
We'll tell you if it's a fit — and if it isn't.

You're all set 🎉

Thanks — we've got your request. Someone from the Relay team will reach out within one business day to schedule your walkthrough.

Keep every client moving forward.

See why ABA intake teams choose Relay to make sure nothing gets lost between inquiry and first day.