HIPAA Compliant

Stop losing clients between inquiry and first session

Operations orchestration for ABA therapy practices. Get clients and staff ready at the same time — without the spreadsheet your whole practice depends on.

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KeepSight
Dashboard
Intake Workbench
Clients
Waitlist
Staff
Recruiting
Staffing Plans
Your Practice

Intake Workbench

15 clients across 4 stages
+ New Inquiry
2 clients approaching 48-hour follow-up SLA
New Inquiries 4
Martinez FamilyNEW
In-Home · Dr. Shah referral
Chen Household12h
Clinic · Website inquiry
Davis, Aiden
In-Home · Employee referral
Thompson, Lily
Clinic · Self-referral
Documents Pending 2
Patel, RohanSLA 4h
Waiting on CDE report
Williams, Maya2 of 6
Insurance card needed
On Waitlist 6
Garcia, SofiaHigh
In-Home · 18 days
Kim, Daniel
Clinic · 12 days
Brown, Emma
In-Home · 9 days
Johnson, Liam
St. Peters · 6 days
Ready to Assign 3
Anderson, NoahGO
Auth approved · BCBA needed
Taylor, Ava
Auth approved · Pending RBT
Wilson, James
Staff matched

Your practice runs on a spreadsheet that lives in one person's head

Four departments touch every family that comes through your door — intake, case management, recruiting, and training.

When they're in sync, a client moves from inquiry to active services in weeks. When they're not, families wait months, staff sit idle, and your coordinators spend their days cross-referencing tabs in a spreadsheet that breaks if someone sorts the wrong column.

If your intake coordinator is out sick tomorrow, could anyone else pick up where they left off?

Clients drop off during intake

Every qualified lead that goes quiet during document collection or waitlist limbo represents hours of work already invested and revenue that never materializes.

Departments plan in isolation

Case management authorizes a client but recruiting doesn't know they need to hire. Training clears an RBT but nobody updates the waitlist. Coordination only happens in meetings.

One person holds it all together

The spreadsheet, the email threads, the mental model of who needs what — it's all concentrated in one person. That's not a process. That's a single point of failure.

One place where every department sees the same truth

KeepSight replaces your spreadsheet with a coordination layer purpose-built for ABA operations. Not a practice management suite — just the part that keeps things from falling through the cracks.

Track every family from first contact to active services

See exactly where each client sits in your pipeline, what documents are still outstanding, who's been waiting longest, and what needs to happen next. Automatic SLA tracking means overdue follow-ups surface themselves — nobody has to remember.

Match staff readiness to client demand

Know who's hired, who's still in training, and who's ready for assignment. When a BCBA has capacity and a client needs services in their area, you see it. No more spreadsheet VLOOKUP to figure out who's available.

Give each department their own workbench

Intake sees their queue. Case management sees authorizations. Recruiting sees open requisitions. Everyone works from their own prioritized list — but changes ripple across the system instantly. When training clears an RBT, the waitlist knows.

HIPAA compliant
BAA available
Built for ABA practices
Encrypted at rest & in transit
Role-based access controls
Full audit logging

See if KeepSight fits your practice

20-minute conversation. No pitch deck. We'll ask about your intake workflow and tell you honestly whether we can help.

Or email directly: jack@keepsight.io