How do I stop losing ABA families to slow intake?

Respond to every inquiry the moment it arrives — across every channel, day and night — and complete intake before a competitor does. Carelu automates that first response and the full intake so no family waits, admitting more families without adding front-desk staff.

How does an AI intake agent work for ABA therapy?

It answers calls, chats, forms, and texts; collects the family's information and documents; verifies insurance eligibility; schedules the first appointment; and routes anything needing a human to your team — with a full record on every family.

Is Carelu HIPAA compliant?

Yes. Carelu is HIPAA compliant and SOC 2 Type II, and signs a BAA with every provider.

Carelu vs. monday.com

Carelu vs. monday.com for ABA intake.

monday.com is the flexible work-management platform. Carelu is a care enablement platform — it doesn’t track your intake, it does it.

Teams love monday.com because you can shape it into anything — including an intake board with colorful statuses and automations. But a board is a place to track work, not a thing that does it. Every status still moves because a person moved it. Carelu is the front office that actually works the board for you.

What monday.com is

monday.com is a flexible work-management platform — customizable boards, statuses, automations, and views that teams configure into CRMs, intake trackers, and more. It's a canvas your team builds and operates. (Based on public information; verify current capabilities with the vendor.)

The difference

monday.com gives you a beautiful board to track intake. Carelu does the intake and updates the board for you.

Same job. Who actually does it?

The job	monday.com	Carelu
Answer a family at 9pm on a Saturday	Only if you built the automation — and it can't actually talk to them	Answers live, in seconds, on phone, chat, form, or text
Verify insurance benefits	Your staff, by phone, one family at a time	Done automatically at first contact
Collect documents & consents	You design the forms; you chase the family	Collected conversationally, chased automatically
Follow up with a family who went quiet	Fires the reminder you configured — to your staff	Re-engages the family directly, on its own
Qualify and route a new inquiry	Rules you build and maintain	Qualified and routed for you, every time
Keep the record complete and current	Only as complete as what your team types in	Fills itself from every conversation
Who does the intake work	Your team — the CRM just remembers it	Carelu — your team does the human calls

monday.com capabilities summarized at category level from public information — verify specifics with the vendor.

Option 1 · Combine them

Keep monday.com. Carelu works inside it.

Carelu connects to monday.com and does all the intake work — answering, qualifying, verifying, collecting documents — then syncs the complete, verified record straight into it. Your pipeline, your reports, your team’s habits: unchanged. They just fill themselves now.

Option 2 · Replace it

Or use Carelu as your CRM.

Don’t have a CRM you’re attached to? Carelu can be your system of record for families and intake — with a live queue, complete records, and status on everyone — so you skip the cost and upkeep of running monday.com entirely. Either way, the intake is done for you.

Common questions

Is Carelu a monday.com alternative?

For intake, Carelu can be your system of record. But many teams keep their monday.com boards and add Carelu — Carelu does the intake and syncs each family's status and record into monday.com automatically.

Does Carelu connect to monday.com?

Yes — through native integration and webhooks, so Carelu can create and update items on your boards as it answers, qualifies, and admits families.

We built our whole intake board in monday. Do we lose it?

No — keep it. Carelu populates it for you, so your team watches families move through the board without doing the manual data entry and follow-up behind each move.

See the full picture: Carelu vs. a CRM · all integrations

Stop running software. Start admitting families.

See Carelu run a full intake end to end — and drop the finished record into monday.com, or hold it as your own.

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