Faster ABA client intake
Lumary Intake keeps referrals, onboarding and authorizations on one Salesforce-based record, so families move from first inquiry to first session with less paperwork.
Get families started faster
From the first inquiry to the first session, intake stays organized in one place, so families aren't left waiting and your team isn't chasing paperwork.
Inquiries and waitlists managed from first contact
Forms, consents, and documents completed online by families
Insurance details and authorization requests started early
Secure family access through the parent portal
A smooth handoff from intake to assessment and scheduling
From referral to first session
How Community Autism Services connected intake across nine states
“The transparency within the system gives me clear insight into the work my teams are doing and has cut down the time to produce financial reporting by more than half.”
What our customers say
With the support of Lumary's dedicated implementation team, we've successfully integrated operations across multiple businesses onto a single, streamlined platform. Lumary's real-time reporting allows our team to focus on Unison's mission of delivering the best care to the clients, staff, and partners we serve.
Frequently asked questions
What is ABA client management software?
ABA client management software helps providers manage intake, onboarding, and authorizations in one connected platform.
How does ABA practice management software improve intake workflows?
By automating paperwork, capturing digital documentation, and managing authorizations, providers can start services faster and reduce admin time.
Can ABA client management software help with compliance?
Yes — Lumary ensures accurate record-keeping and supports compliance with payor and regulatory requirements.
Does Lumary integrate client management with scheduling and billing?
Yes — Lumary unifies ABA software for client management, scheduling, and billing to create a single source of truth.
How does automation in ABA management software reduce admin time?
Automation eliminates manual data entry, ensures accuracy, and frees staff to focus on delivering quality care.
Ready to simplify intake?
See how Lumary handles intake, authorizations and client records for your ABA practice.