Best AI tools for< Automate Client Intake >

SimplyConvert is an award-winning legal tech platform designed to streamline client intake processes, manage client relationships, and enhance case management for law firms. Founded by a mass tort lawyer and developed by legal specialists and programmers, SimplyConvert automates various aspects of the legal workflow, from client intake to case resolution, providing real-time analysis and insights. The platform offers features such as an automated client intake chatbot, a feature-rich CRM, referral management tools, client portal, reporting dashboard, and data management capabilities.

AllRize is a legal practice management software designed to streamline operations, enhance efficiency, and improve profitability for modern law firms. It offers a comprehensive solution built on Microsoft 365 platform, integrating CRM, marketing, matter management, and accounting. AllRize aims to provide total transparency, visibility, and control to law firms, helping them make informed business decisions and stay competitive in the legal market.

Gavel is a legal document automation and intake software designed for legal professionals. It offers a range of features to help lawyers and law firms automate tasks, streamline workflows, and improve efficiency. Gavel's AI-enabled onboarding process, Blueprint, streamlines the onboarding process without accessing any client data. The software also includes features such as secure client collaboration, integrated payments, and custom workflow creation. Gavel is suitable for legal professionals of all sizes and practice areas, from solo practitioners to large firms.

Bitskout is an AI Front Office platform designed for CPAs and professional services firms to enhance productivity and efficiency. It helps in managing client requests, customer onboarding, and information intake, allowing firms to double their bandwidth without the need for additional headcount. The platform leverages AI technology to streamline workflows, reduce manual tasks, and improve client interactions, ultimately leading to increased profitability and client satisfaction.

LawDroid is an AI legal assistant application designed to help legal professionals work smarter and more efficiently. It serves as a force multiplier, enabling users to accomplish more tasks without additional overhead. LawDroid offers features such as case law research, drafting emails and letters, and document analysis. It also provides benefits like intake new clients, data-driven decisions, automate documents, human in the loop automation, and building scalable tools. The application is used by students, faculty, and legal professionals to streamline legal processes and improve client experiences.

Gideon Legal is an automated intake and document automation software designed to help law firms manage client journeys from contact to contract and intake to eSign. It uses bots, built-in integrations, and no-code technology to maximize revenue and streamline operations by automating client workflows.

CaseGen is an AI communication platform designed exclusively for personal injury law firms. It offers an AI-powered phone intake agent and text messaging service that handles client interactions 24/7, capturing leads and delivering seamless, professional service. The platform helps law firms manage new intake calls, handle client inquiries, block unwanted sales calls, and more, ensuring no lead is missed outside office hours. CaseGen aims to revolutionize how law firms retain new clients and engage with key parties involved in the legal process by providing cost-effective, consistent, and scalable solutions.

Uxer is a personalized automation assistant powered by advanced computer vision and AI, designed to make automation easy and accessible for everyone. It automates tasks across various platforms and becomes smarter with each interaction. Uxer eliminates the need for complex coding and selectors, allowing users to automate workflows using simple commands or everyday language. The application caters to a wide range of users, from non-technical individuals to advanced users, offering features like personalized smart agent, platform independence, and natural language processing.

Vee is an intelligent conversational AI tool that serves as a virtual consultant for businesses, effectively handling outbound calls, client support processes, and more. By combining groundbreaking artificial intelligence technology with real-world conversational experience, Vee ensures business efficacy and seamless customer interactions. With a rich history of successful implementations across various industries, Vee is a trusted partner for companies looking to streamline their operations and enhance customer satisfaction.

Human Circles AI is a generative AI tool designed to enhance the quality and relevance of your social and professional circles. By leveraging advanced AI algorithms, the platform helps users in networking, engagement, fundraising, career guidance, hiring, business development, alumni networking, and strategic partnerships. With a focus on precision networking and smarter engagement, Human Circles AI aims to facilitate meaningful connections and interactions across various categories. Trusted by leading AI experts and industry veterans, the tool offers a Chrome extension for seamless integration and personalized networking experiences.

Further AI is an AI application designed to revolutionize insurance operations by providing AI Teammates for various tasks such as quote generation, policy checking, and renewal follow-ups. The platform aims to enhance efficiency, reduce errors, and automate repetitive tasks in the insurance industry. Further AI offers innovative solutions for insurance brokers, general agents, and insurers, allowing them to scale their business without the need for additional hiring. By leveraging AI technology, users can streamline workflows, automate client calls, navigate portals, and extract data from complex documents with ease and accuracy.

spektr is an AI application that offers hyper-configurable compliance and onboarding solutions. It provides automated KYC/AML checks, continuous compliance monitoring, case management, alert automation, and AI-powered platform features to streamline compliance processes for enterprises. The platform is designed to handle routine tasks, enrich client data, and integrate various compliance tools and data sources. spektr is certified for ISO/IEC 27001:2022 and GDPR compliance, ensuring data security and privacy. It offers no-code and API integration options for flexible customization and seamless integration with existing systems.

Timely is an AI-powered time tracking software designed to automate time tracking, bill clients accurately, and enhance productivity. It offers features such as automatic time tracking, memory tracker, timesheets, project dashboard, and efficient task management. Timely is trusted by thousands of users across various industries to provide accurate time data for informed decision-making and improved business operations.

Tango is a comprehensive platform that automates contracts and payments for small and medium professional services practices and consultancies. It offers clear scope management, self-service contracts, eSignatures, automated billing, and easy payment options. Tango helps streamline client management, automate payment collection, and simplify contract renewal processes. Trusted by over 600 practices, studios, and agencies, Tango is designed to save time, reduce scope creep, and improve overall business efficiency.

Mesha is an AI-powered accounts receivable software solution that automates invoice follow-up processes. It offers powerful tools to streamline billing, automate payments, and enhance client communication. Mesha's AI capabilities, led by Marcus, help businesses save time, improve cash flow, and boost productivity. With features like client response tracking, automated email reminders, and white-label client portals, Mesha simplifies invoicing tasks and enhances the overall client experience.

AI Automation Agency is a platform that offers AI development services to businesses, focusing on optimizing processes, automating workflows, and elevating overall business performance. Their intelligent solutions include custom chatbots, AI tools, personalized integrations, lead generation, CRM automation, and sales funnels. The agency aims to streamline operations, improve communication, and drive business growth through efficient automation and smart solutions. With a team of experienced tech experts, they help businesses automate workflows, increase productivity, and focus on core objectives for measurable success.

Responsive.ai is a foundational software designed for financial advice, aimed at maximizing advisor productivity through workflow automation, client engagement tools, and AI-powered insights. The platform offers solutions like Prioritize for enhancing relationships and revenue growth, Enable for managing documents and integrations, and Dash for creating seamless digital experiences. Responsive empowers advisors with an API-first ecosystem to deliver advice-led financial services and elevate enterprise value.

Handoff AI Estimating is an AI tool designed to help contractors and residential construction businesses automate their operations with the power of Artificial Intelligence. The application provides instant AI estimates, client management system, winning AI proposals, digital invoicing, and integration with top construction suppliers. Handoff aims to streamline the estimating process, improve accuracy, and accelerate business growth for remodelers, handymen, and fix and flip professionals.

Bizware AI is an all-in-one AI-powered platform designed to help businesses automate their sales and marketing processes, attract and close more customers, and build long-lasting client relationships on autopilot. The platform offers a wide range of features such as social media management, website chat widget, forms & surveys, automated nurture sequences, email & SMS marketing, phone system & autodialer, CRM & sales pipeline management, invoicing & payments, review & reputation management, and reporting & analytics. Bizware AI aims to streamline sales, generate more leads, build brand reputation, impress existing customers, and automate various tasks to help businesses grow efficiently.

MiClient.ai is an AI-powered Sales automation SaaS that offers a Lead Management System Software to streamline the deal closure process for businesses. It provides a comprehensive CRM software with CPQ capabilities, enabling users to manage their pipeline, create deals, send proposals, co-review deals with customers, and close contracts with e-signatures. MiClient.ai aims to boost sales efficiency by automating client interactions, speeding up proposal sending, eliminating quoting errors, and maximizing revenue through intelligent pricing strategies.

Awesome MLOps is a curated list of tools related to Machine Learning Operations, covering areas such as AutoML, CI/CD for Machine Learning, Data Cataloging, Data Enrichment, Data Exploration, Data Management, Data Processing, Data Validation, Data Visualization, Drift Detection, Feature Engineering, Feature Store, Hyperparameter Tuning, Knowledge Sharing, Machine Learning Platforms, Model Fairness and Privacy, Model Interpretability, Model Lifecycle, Model Serving, Model Testing & Validation, Optimization Tools, Simplification Tools, Visual Analysis and Debugging, and Workflow Tools. The repository provides a comprehensive collection of tools and resources for individuals and teams working in the field of MLOps.

PatchWork is an open-source framework designed for automating development tasks using large language models. It enables users to automate workflows such as PR reviews, bug fixing, security patching, and more through a self-hosted CLI agent and preferred LLMs. The framework consists of reusable atomic actions called Steps, customizable LLM prompts known as Prompt Templates, and LLM-assisted automations called Patchflows. Users can run Patchflows locally in their CLI/IDE or as part of CI/CD pipelines. PatchWork offers predefined patchflows like AutoFix, PRReview, GenerateREADME, DependencyUpgrade, and ResolveIssue, with the flexibility to create custom patchflows. Prompt templates are used to pass queries to LLMs and can be customized. Contributions to new patchflows, steps, and the core framework are encouraged, with chat assistants available to aid in the process. The roadmap includes expanding the patchflow library, introducing a debugger and validation module, supporting large-scale code embeddings, parallelization, fine-tuned models, and an open-source GUI. PatchWork is licensed under AGPL-3.0 terms, while custom patchflows and steps can be shared using the Apache-2.0 licensed patchwork template repository.

Botright is a tool designed for browser automation that focuses on stealth and captcha solving. It uses a real Chromium-based browser for enhanced stealth and offers features like browser fingerprinting and AI-powered captcha solving. The tool is suitable for developers looking to automate browser tasks while maintaining anonymity and bypassing captchas. Botright is available in async mode and can be easily integrated with existing Playwright code. It provides solutions for various captchas such as hCaptcha, reCaptcha, and GeeTest, with high success rates. Additionally, Botright offers browser stealth techniques and supports different browser functionalities for seamless automation.

AutoNode is a self-operating computer system designed to automate web interactions and data extraction processes. It leverages advanced technologies like OCR (Optical Character Recognition), YOLO (You Only Look Once) models for object detection, and a custom site-graph to navigate and interact with web pages programmatically. Users can define objectives, create site-graphs, and utilize AutoNode via API to automate tasks on websites. The tool also supports training custom YOLO models for object detection and OCR for text recognition on web pages. AutoNode can be used for tasks such as extracting product details, automating web interactions, and more.

DevOpsGPT is a revolutionary tool designed to streamline your workflow and empower you to build systems and automate tasks with ease. Tired of spending hours on repetitive DevOps tasks? DevOpsGPT is here to help! Whether you're setting up infrastructure, speeding up deployments, or tackling any other DevOps challenge, our app can make your life easier and more productive. With DevOpsGPT, you can expect faster task completion, simplified workflows, and increased efficiency. Ready to experience the DevOpsGPT difference? Visit our website, sign in or create an account, start exploring the features, and share your feedback to help us improve. DevOpsGPT will become an essential tool in your DevOps toolkit.

ParaGenie is a script designed to automate the process of paraphrasing articles using the undetectable.ai platform. It allows users to convert lengthy content into unique paraphrased versions by splitting the input text into manageable chunks and processing each chunk individually. The script offers features such as automated paraphrasing, multi-file support for TXT, DOCX, and PDF formats, customizable chunk splitting methods, Gmail-based registration for seamless paraphrasing, purpose-specific writing support, readability level customization, anonymity features for user privacy, error handling and recovery, and output management for easy access and organization of paraphrased content.

Riona-AI-Agent is a versatile AI chatbot designed to assist users in various tasks. It utilizes natural language processing and machine learning algorithms to understand user queries and provide accurate responses. The chatbot can be integrated into websites, applications, and messaging platforms to enhance user experience and streamline communication. With its customizable features and easy deployment, Riona-AI-Agent is suitable for businesses, developers, and individuals looking to automate customer support, provide information, and engage with users in a conversational manner.

GPT Computer Assistant (GCA) is an open-source framework designed to build vertical AI agents that can automate tasks on Windows, macOS, and Ubuntu systems. It leverages the Model Context Protocol (MCP) and its own modules to mimic human-like actions and achieve advanced capabilities. With GCA, users can empower themselves to accomplish more in less time by automating tasks like updating dependencies, analyzing databases, and configuring cloud security settings.

Wingman AI allows you to use your voice to talk to various AI providers and LLMs, process your conversations, and ultimately trigger actions such as pressing buttons or reading answers. Our _Wingmen_ are like characters and your interface to this world, and you can easily control their behavior and characteristics, even if you're not a developer. AI is complex and it scares people. It's also **not just ChatGPT**. We want to make it as easy as possible for you to get started. That's what _Wingman AI_ is all about. It's a **framework** that allows you to build your own Wingmen and use them in your games and programs. The idea is simple, but the possibilities are endless. For example, you could: * **Role play** with an AI while playing for more immersion. Have air traffic control (ATC) in _Star Citizen_ or _Flight Simulator_. Talk to Shadowheart in Baldur's Gate 3 and have her respond in her own (cloned) voice. * Get live data such as trade information, build guides, or wiki content and have it read to you in-game by a _character_ and voice you control. * Execute keystrokes in games/applications and create complex macros. Trigger them in natural conversations with **no need for exact phrases.** The AI understands the context of your dialog and is quite _smart_ in recognizing your intent. Say _"It's raining! I can't see a thing!"_ and have it trigger a command you simply named _WipeVisors_. * Automate tasks on your computer * improve accessibility * ... and much more

PR Pilot is an AI-powered tool designed to assist users in their daily workflow by delegating routine work to AI with confidence and predictability. It integrates seamlessly with popular development tools and allows users to interact with it through a Command-Line Interface, Python SDK, REST API, and Smart Workflows. Users can automate tasks such as generating PR titles and descriptions, summarizing and posting issues, and formatting README files. The tool aims to save time and enhance productivity by providing AI-powered solutions for common development tasks.

Air Script is a versatile tool designed for Wi-Fi penetration testing, offering automated and user-friendly features to streamline the hacking process. It allows users to easily capture handshakes from nearby networks, automate attacks, and even send email notifications upon completion. The tool is ideal for individuals looking to efficiently pwn Wi-Fi networks without extensive manual input. With additional tools and options available, Air Script caters to a wide range of users, including script kiddies, hackers, pentesters, and security researchers. Whether on the go or using a Raspberry Pi, Air Script provides a convenient solution for network penetration testing and password cracking.

Labelbox is a data-centric AI platform for enterprises to develop, optimize, and use AI to solve problems and power new products and services. Enterprises use Labelbox to curate data, generate high-quality human feedback data for computer vision and LLMs, evaluate model performance, and automate tasks by combining AI and human-centric workflows. The academic & research community uses Labelbox for cutting-edge AI research.

OpenAdapt is an open-source software adapter between Large Multimodal Models (LMMs) and traditional desktop and web Graphical User Interfaces (GUIs). It aims to automate repetitive GUI workflows by leveraging the power of LMMs. OpenAdapt records user input and screenshots, converts them into tokenized format, and generates synthetic input via transformer model completions. It also analyzes recordings to generate task trees and replay synthetic input to complete tasks. OpenAdapt is model agnostic and generates prompts automatically by learning from human demonstration, ensuring that agents are grounded in existing processes and mitigating hallucinations. It works with all types of desktop GUIs, including virtualized and web, and is open source under the MIT license.

This repository contains custom recipes for H2O Driverless AI, which is an Automatic Machine Learning platform for the Enterprise. Custom recipes are Python code snippets that can be uploaded into Driverless AI at runtime to automate feature engineering, model building, visualization, and interpretability. Users can gain control over the optimization choices made by Driverless AI by providing their own custom recipes. The repository includes recipes for various tasks such as data manipulation, data preprocessing, feature selection, data augmentation, model building, scoring, and more. Best practices for creating and using recipes are also provided, including security considerations, performance tips, and safety measures.

pgai simplifies the process of building search and Retrieval Augmented Generation (RAG) AI applications with PostgreSQL. It brings embedding and generation AI models closer to the database, allowing users to create embeddings, retrieve LLM chat completions, reason over data for classification, summarization, and data enrichment directly from within PostgreSQL in a SQL query. The tool requires an OpenAI API key and a PostgreSQL client to enable AI functionality in the database. Users can install pgai from source, run it in a pre-built Docker container, or enable it in a Timescale Cloud service. The tool provides functions to handle API keys using psql or Python, and offers various AI functionalities like tokenizing, detokenizing, embedding, chat completion, and content moderation.

The CryptoToken-Sender-Airdrop-Staking-Liquidity repository provides an ultimate tool for efficient and automated token distribution across blockchain wallets. It is designed for projects, DAOs, and blockchain-based organizations that need to distribute tokens to thousands of wallet addresses with ease. The platform offers advanced integrations with DeFi protocols for staking, liquidity farming, and automated payments. Users can send tokens in bulk, distribute tokens to multiple wallets instantly, optimize gas fees, integrate with DeFi protocols for liquidity provision and staking, set up recurring payments, automate liquidity farming strategies, support multi-chain operations, monitor transactions in real-time, and work with various token standards. The repository includes features for connecting to blockchains, importing and managing wallets, customizing mailing parameters, monitoring transaction status, logging transactions, and providing a user-friendly interface for configuration and operation.

The Modal Python library provides convenient, on-demand access to serverless cloud compute from Python scripts on your local computer. It allows users to easily integrate serverless cloud computing into their Python scripts, providing a seamless experience for accessing cloud resources. The library simplifies the process of interacting with cloud services, enabling developers to focus on their applications' logic rather than infrastructure management. With detailed documentation and support available through the Modal Slack channel, users can quickly get started and leverage the power of serverless computing in their projects.

HumanLayer is a Python toolkit designed to enable AI agents to interact with humans in tool-based and asynchronous workflows. By incorporating humans-in-the-loop, agentic tools can access more powerful and meaningful tasks. The toolkit provides features like requiring human approval for function calls, human as a tool for contacting humans, omni-channel contact capabilities, granular routing, and support for various LLMs and orchestration frameworks. HumanLayer aims to ensure human oversight of high-stakes function calls, making AI agents more reliable and safe in executing impactful tasks.

RPA Framework is an open-source collection of libraries and tools for Robotic Process Automation (RPA), designed to be used with Robot Framework and Python. It offers well-documented core libraries for Software Robot Developers, optimized for Robocorp Control Room and Developer Tools, and accepts external contributions. The project includes various libraries for tasks like archiving, browser automation, date/time manipulations, cloud services integration, encryption operations, database interactions, desktop automation, document processing, email operations, Excel manipulation, file system operations, FTP interactions, web API interactions, image manipulation, AI services, and more. The development of the repository is Python-based and requires Python version 3.8+, with tooling based on poetry and invoke for compiling, building, and running the package. The project is licensed under the Apache License 2.0.

Midscene.js is an AI-powered automation SDK that allows users to control web pages, perform assertions, and extract data in JSON format using natural language. It offers features such as natural language interaction, understanding UI and providing responses in JSON, intuitive assertion based on AI understanding, compatibility with public multimodal LLMs like GPT-4o, visualization tool for easy debugging, and a brand new experience in automation development.

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I automate GPT creation, saving + 99% time and securing data, preventing someone steal your idea.

Expert in Alteryx, Power BI, Power Automate, Python, MySQL, Salesforce, & Tableau

Your AI bridge to the Internet of Things! Easily connect, control, and automate your smart devices with voice or text commands. 🏠💎

Trained on learn.microsoft.com content including Azure Functions, Logic Apps, DAX, Dynamics365, Microsoft 365, Compliance, ODATA, Power Agents, Apps, Automate, BI, Pages, Query, Power Platform Administration, Developer, Guidance

Auto-analyzes business documents, then offers further actions.

Advises on automating HR processes with GPTs, focusing on practicality and industry trends.

This GPT automatically fills YC application for you based on website or Pitch Deck

Automates DCF Analysis with internet-sourced data and summary table.

I'm a software engineer specializing in AutoHotkey scripting for Windows.

Automates URL submissions via an API post OAuth.

Improves efficiency and productivity through automation solutions.

Improves efficiency and productivity through automation solutions.

Performs a task

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Automatically evaluates uploaded lesson plans against educational standards. Upload text or a PDF.

I create Playwright test cases for specific URLs.