Best AI tools for< Document Client Progress >

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.

Everbility is an AI-powered clinical documentation tool designed for Allied Health Professionals. It helps in writing reports, synthesizing client notes, brainstorming ideas, and focusing on client care. The tool saves time by generating progress notes, letters, and assessment reports, while ensuring data privacy and compliance with regulations like HIPAA and Australian Privacy Principles.

AutoNotes is a leading healthcare AI Progress Note tool that offers AI-powered clinical documentation templates for generating SOAP Notes, DAP Notes, Treatment Plans, and more. It provides a user-friendly interface for therapists and healthcare professionals to create detailed and customizable clinical notes efficiently. With features like summarizing sessions, editing and downloading notes, and simple pricing plans, AutoNotes aims to streamline the documentation process in healthcare settings. The platform also offers advanced features like template customization, secure document storage, and dictation for voice-to-text conversion. Users can benefit from the platform's customization options, seamless integration with workflows, and responsive customer support.

Huudle is an AI account management copilot designed to enhance client alignment, progress tracking, and communication for creative teams. It participates in client meetings, reviews project documents, and engages in message threads related to the account's project. Using this data, Huudle assists account managers with key insights, tasks, project reporting, and follow-ups. By handling daily operations, Huudle allows account managers to focus more on their clients.

Agentive is an AI-powered tool designed for modern client audits, specifically tailored for small and mid-sized audit firms serving private, non-public companies. It automates document matching, detail testing, and provides AI prompts at client upload. The tool aims to streamline the audit process, enhance efficiency, and meet the unique needs of audit firms. Agentive is trusted by growing audit firms and offers customization options to delight clients and audit teams.

Canopy is an all-in-one practice management software for accounting and tax firms. It helps firms manage their clients, documents, workflow, time and billing, and more. Canopy is designed to help firms work more efficiently and effectively, so they can focus on providing better client experiences.

Legalit Tools is a legal technology platform offering AI-powered tools for legal professionals. It enhances legal research, document automation, client acquisition, and funding solutions, empowering lawyers to deliver superior services efficiently. The platform aims to streamline operations for legal professionals by providing tools for research, document creation, client relations, and more, ultimately improving efficiency and service quality. Legalit Tools is dedicated to transforming the legal industry through AI, with a focus on responsible use of tools and resources, user data protection, and maintaining confidentiality.

BixGPT is an AI-powered tool designed to supercharge product documentation by leveraging the power of private AI models. It offers features like AI-assisted release notes generation, data encryption, autodiscovery of Jira data, multi-format support, client notifications, and more. With BixGPT, users can create and manage release notes effortlessly while ensuring data privacy and security through the use of private AI models. The tool provides a seamless experience for generating release web pages with custom styling and analytics.

Bearly is an AI-powered tool that enhances your workflow by providing advanced AI capabilities. It integrates seamlessly with your existing workflow, allowing you to read, write, and create content with ease. With Bearly, you can interact with documents, analyze and ask questions, transcribe audio and video, access real-time web information, and generate meeting minutes. Its open AI platform provides access to various AI models, ensuring you find the perfect fit for your needs. Bearly prioritizes security, with zero logging, chat and document encryption, and a secure infrastructure to safeguard your data.

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.

Bit.ai is a powerful document collaboration platform that leverages AI technology to redefine efficiency and teamwork. It offers smart features like AI writing assistant, interactive living documents, wikis, workspaces, and client portal. Users can create, collaborate, and organize knowledge seamlessly in a scalable platform accessible from anywhere. Bit.ai revolutionizes the way teams work by providing real-time collaboration, multiple sharing options, and personalized templates. With a focus on smart communication and organization, Bit.ai empowers businesses, individuals, startups, non-profits, and educational institutions to enhance productivity and streamline workflows.

KLapper is a private and secure GenAI solution designed for law firms, integrating with Microsoft 365 Copilot to provide intelligence from various applications. It offers deep integration with Microsoft Teams and Word, ensuring seamless access within Microsoft 365. KLapper enforces robust security through mirrored DMS role-based access control and allows firms to deploy it securely within their own Microsoft Azure environment. Its Agentic AI capabilities automate administrative tasks, streamlining operations and reducing manual workload. The application assists in legal research, litigation support, document review and analysis, transactional skills, personalized legal support, and billing support.

LexEdge is an AI-powered legal practice management solution that revolutionizes how legal professionals handle their responsibilities. It offers advanced features like case tracking, client communications, AI chatbot assistance, document automation, task management, and detailed reporting and analytics. LexEdge enhances productivity, accuracy, and client satisfaction by leveraging technologies such as AI, large language models (LLM), retrieval-augmented generation (RAG), fine-tuning, and custom model training. It caters to solo practitioners, small and large law firms, and corporate legal departments, providing tailored solutions to meet their unique needs.

Bridge Legal is a transformative AI-powered platform designed for legal professionals. It offers scalable, customizable services to adapt instantly to high-volume litigation needs. The platform optimizes every facet of the legal business, providing case insight, document analysis, record review acceleration, intelligent report analytics, and essential details summarization to streamline case preparations.

Litera is a legal technology solutions provider offering a wide range of software tools to streamline contract and document creation, review, analysis, and management for law firms. The platform also focuses on enhancing firm performance, governance, and productivity through innovative legal AI solutions. With a strong emphasis on knowledge management, marketing, finance, talent management, and security, Litera aims to empower legal professionals with cutting-edge technology to amplify their impact and deliver exceptional client service.

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.

Taia Translations is an AI-powered platform that offers human-perfected services for document translation, website localization, subtitling and transcription, software localization, financial translations, and content marketing localization. The platform combines AI and human expertise to provide accurate and brand-consistent translations, simplifying the localization process for businesses. Taia's Translation Process includes instant translation quotes, transparent pricing, project management, DIY & AI translation tools, and on-time delivery. The platform also offers resources such as success stories, client comparisons, and references. Taia's dedication to efficient localization is evident in its commitment to quality, speed, and customer satisfaction.

Paxton is an all-in-one AI legal assistant platform designed to amplify legal practice by enabling legal professionals to conduct research, accelerate drafting, and analyze documents efficiently. It provides comprehensive document analysis, contextual research, and thought partnership to enhance the quality and efficiency of legal teams' work. Paxton prioritizes security and confidentiality, ensuring data protection and integrity for every client interaction. Join thousands of lawyers who trust and use Paxton to perform at their best, enhance client outcomes, and grow their business.

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.

Karbon is an AI-powered practice management software designed for accounting firms to increase visibility, control, automation, efficiency, collaboration, and connectivity. It offers features such as team collaboration, workflow automation, project management, time & budgets tracking, billing & payments, reporting & analysis, artificial intelligence integration, email management, shared inbox, calendar integration, client management, client portal, eSignatures, document management, and enterprise-grade security. Karbon enables firms to automate tasks, work faster, strengthen connections, and drive productivity. It provides services like group onboarding, guided implementation, and enterprise resources including articles, ebooks, and videos for accounting firms. Karbon also offers live training, customer support, and a practice excellence scorecard for firms to assess their performance. The software is known for its AI and GPT integration, helping users save time and improve efficiency.

Assists professionals with psychotherapy cases and treatment plans

Legal assistant specializing in complex visa cases.

Helps you build an OpenAI Assistant Client

Soy un profesor de derecho digital que busca acercar a los abogados al fascinante mundo de la tecnología.

Escreva ou anexe as informações detalhadas sobre o caso e pressione ENTER. O assistente, então, sugerirá perguntas a serem feitas ao seu cliente. Assistente desenvolvido para advogados e profissionais do direito.

Legal support, Citing civil and criminal law documents---Taageerada sharciga, tixraacaya dukumentiyada sharciga madaniga iyo dembiyada --- SOMALIA

A virtual professor specializing in antitrust law and EU competition law. The smaller brother of the Expert version.

Expert in crypto legality, blockchain tech, and Bitcoin whitepaper

Provides legal advice in structured format, focusing on Sri Lankan law.

Startup lawyer specializing in Delaware corporations.

Legal scenario simulator for professionals, students, and enthusiasts.

Specialised assistant dedicated to providing in-depth knowledge and insights on Nigerian laws and legal matters.

Deskundige in het Nederlands recht.

Expert in answering Real Estate Law queries for small businesses in the USA

Discusses legal specialties and processes in a formal, informative tone.

Simulates legal debates in a text-based GPT game.

Assists with Estonian Law - Obligations, Employment & Labour

Constitutional knowledge source

A Brazilian Constitution agent specialized and deeply knowledgeable about the Brazilian Constitution and related legal frameworks.

GPT da Constituição da República Federativa do Brasil