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.

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.

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.

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.

EvenUp is a Claims Intelligence Platform that leverages AI technology to transform medical documents and case files into AI-driven demand packages for personal injury lawyers. The platform provides rich insights, AI workflow automation, and best-in-class document creation to help injury lawyers claim bigger and settle faster. EvenUp's team of injury experts use AI to craft demand packages, freeing up time for case managers and attorneys to focus on case strategy. The platform is designed to consistently settle for more, resolve cases faster, and save time for legal professionals. EvenUp is SOC2 certified, ensuring top-tier security standards and client privacy.

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.

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.

Kira Systems is a machine learning contract search, review, and analysis software that helps businesses identify, extract, and analyze content in their contracts and documents. It uses patented machine learning technology to extract concepts and data points with high efficiency and accuracy. Kira also has built-in intelligence that streamlines the contract review process with out-of-the-box smart fields. Businesses can also create their own smart fields to find specific data points using Kira's no-code machine learning tool. Kira's adaptive workflows allow businesses to organize, track, and export results. Kira has a partner ecosystem that allows businesses to transform how teams work with their contracts.

Bitskout is an AI Front Office platform designed for CPAs and professional services firms to enhance their operational efficiency and client management. 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, automate tasks, and provide real-time insights to optimize business processes and improve client satisfaction.

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.

MiniAiLive is a provider of Touchless Biometrics Authentication and ID verification solutions. They offer strong security solutions with cutting-edge technologies for facial recognition, liveness detection, and ID document recognition. MiniAiLive ensures seamless integration with clients' existing systems. The application caters to various industries and provides solutions for identity verification, biometric authentication, and fraud prevention. MiniAiLive stands out for its global coverage, configurability, speed, and accuracy in identity verification services.

Sonny9 is an AI-powered data collection tool designed specifically for CPAs, tax preparers, and auditors. It helps professionals in these fields collect customer information and documents efficiently, minimizing the time and effort spent on back-and-forth communications. With Sonny9, users can automate repetitive tasks, receive notifications about new insights and consulting opportunities, and get prepared data for further analysis. The tool integrates with QuickBooks and can automatically extract data from documents into CSV format. Sonny9 also provides users with tips and opportunities for high-level consulting services based on customer information.

lmstudio.js is a pre-release alpha client SDK for LM Studio, allowing users to use local LLMs in JS/TS/Node. It is currently undergoing rapid development with breaking changes expected. Users can follow LM Studio's announcements on Twitter and Discord. The SDK provides API usage for loading models, predicting text, setting up the local LLM server, and more. It supports features like custom loading progress tracking, model unloading, structured output prediction, and cancellation of predictions. Users can interact with LM Studio through the CLI tool 'lms' and perform tasks like text completion, conversation, and getting prediction statistics.

GPTel is a simple Large Language Model chat client for Emacs, with support for multiple models and backends. It's async and fast, streams responses, and interacts with LLMs from anywhere in Emacs. LLM responses are in Markdown or Org markup. Supports conversations and multiple independent sessions. Chats can be saved as regular Markdown/Org/Text files and resumed later. You can go back and edit your previous prompts or LLM responses when continuing a conversation. These will be fed back to the model. Don't like gptel's workflow? Use it to create your own for any supported model/backend with a simple API.

SemanticFinder is a frontend-only live semantic search tool that calculates embeddings and cosine similarity client-side using transformers.js and SOTA embedding models from Huggingface. It allows users to search through large texts like books with pre-indexed examples, customize search parameters, and offers data privacy by keeping input text in the browser. The tool can be used for basic search tasks, analyzing texts for recurring themes, and has potential integrations with various applications like wikis, chat apps, and personal history search. It also provides options for building browser extensions and future ideas for further enhancements and integrations.

Zep is a long-term memory service for AI Assistant apps. With Zep, you can provide AI assistants with the ability to recall past conversations, no matter how distant, while also reducing hallucinations, latency, and cost. Zep persists and recalls chat histories, and automatically generates summaries and other artifacts from these chat histories. It also embeds messages and summaries, enabling you to search Zep for relevant context from past conversations. Zep does all of this asyncronously, ensuring these operations don't impact your user's chat experience. Data is persisted to database, allowing you to scale out when growth demands. Zep also provides a simple, easy to use abstraction for document vector search called Document Collections. This is designed to complement Zep's core memory features, but is not designed to be a general purpose vector database. Zep allows you to be more intentional about constructing your prompt: 1. automatically adding a few recent messages, with the number customized for your app; 2. a summary of recent conversations prior to the messages above; 3. and/or contextually relevant summaries or messages surfaced from the entire chat session. 4. and/or relevant Business data from Zep Document Collections.

Apache Airflow (or simply Airflow) is a platform to programmatically author, schedule, and monitor workflows. When workflows are defined as code, they become more maintainable, versionable, testable, and collaborative. Use Airflow to author workflows as directed acyclic graphs (DAGs) of tasks. The Airflow scheduler executes your tasks on an array of workers while following the specified dependencies. Rich command line utilities make performing complex surgeries on DAGs a snap. The rich user interface makes it easy to visualize pipelines running in production, monitor progress, and troubleshoot issues when needed.

The Spring AI project provides a Spring-friendly API and abstractions for developing AI applications. It offers a portable client API for interacting with generative AI models, enabling developers to easily swap out implementations and access various models like OpenAI, Azure OpenAI, and HuggingFace. Spring AI also supports prompt engineering, providing classes and interfaces for creating and parsing prompts, as well as incorporating proprietary data into generative AI without retraining the model. This is achieved through Retrieval Augmented Generation (RAG), which involves extracting, transforming, and loading data into a vector database for use by AI models. Spring AI's VectorStore abstraction allows for seamless transitions between different vector database implementations.

The ChatGPT Telegram Bot is a powerful Telegram bot that utilizes various GPT models, including GPT3.5, GPT4, GPT4 Turbo, GPT4 Vision, DALL·E 3, Groq Mixtral-8x7b/LLaMA2-70b, and Claude2.1/Claude3 opus/sonnet API. It enables users to engage in efficient conversations and information searches on Telegram. The bot supports multiple AI models, online search with DuckDuckGo and Google, user-friendly interface, efficient message processing, document interaction, Markdown rendering, and convenient deployment options like Zeabur, Replit, and Docker. Users can set environment variables for configuration and deployment. The bot also provides Q&A functionality, supports model switching, and can be deployed in group chats with whitelisting. The project is open source under GPLv3 license.

Open AI is a powerful tool for artificial intelligence research and development. It provides a wide range of machine learning models and algorithms, making it easier for developers to create innovative AI applications. With Open AI, users can explore cutting-edge technologies such as natural language processing, computer vision, and reinforcement learning. The platform offers a user-friendly interface and comprehensive documentation to support users in building and deploying AI solutions. Whether you are a beginner or an experienced AI practitioner, Open AI offers the tools and resources you need to accelerate your AI projects and stay ahead in the rapidly evolving field of artificial intelligence.

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.

The 'nlp-llms-resources' repository is a comprehensive resource list for Natural Language Processing (NLP) and Large Language Models (LLMs). It covers a wide range of topics including traditional NLP datasets, data acquisition, libraries for NLP, neural networks, sentiment analysis, optical character recognition, information extraction, semantics, topic modeling, multilingual NLP, domain-specific LLMs, vector databases, ethics, costing, books, courses, surveys, aggregators, newsletters, papers, conferences, and societies. The repository provides valuable information and resources for individuals interested in NLP and LLMs.

This leaderboard evaluates the hallucination rate of various Large Language Models (LLMs) when summarizing documents. It uses a model trained by Vectara to detect hallucinations in LLM outputs. The leaderboard includes models from OpenAI, Anthropic, Google, Microsoft, Amazon, and others. The evaluation is based on 831 documents that were summarized by all the models. The leaderboard shows the hallucination rate, factual consistency rate, answer rate, and average summary length for each model.

Kernel Memory (KM) is a multi-modal AI Service specialized in the efficient indexing of datasets through custom continuous data hybrid pipelines, with support for Retrieval Augmented Generation (RAG), synthetic memory, prompt engineering, and custom semantic memory processing. KM is available as a Web Service, as a Docker container, a Plugin for ChatGPT/Copilot/Semantic Kernel, and as a .NET library for embedded applications. Utilizing advanced embeddings and LLMs, the system enables Natural Language querying for obtaining answers from the indexed data, complete with citations and links to the original sources. Designed for seamless integration as a Plugin with Semantic Kernel, Microsoft Copilot and ChatGPT, Kernel Memory enhances data-driven features in applications built for most popular AI platforms.

Yet Another Chatbot is a sophisticated multimodal chat interface powered by advanced AI models and equipped with a variety of tools. This chatbot can search and browse the web in real-time, query Wikipedia for information, perform news and map searches, execute Python code, compose long-form articles mixing text and images, generate, search, and compare images, analyze documents and images, search and download arXiv papers, save conversations as text and audio files, manage checklists, and track personal improvements. It offers tools for web interaction, Wikipedia search, Python scripting, content management, image handling, arXiv integration, conversation generation, file management, personal improvement, and checklist management.

**Promptulate** is an AI Agent application development framework crafted by **Cogit Lab** , which offers developers an extremely concise and efficient way to build Agent applications through a Pythonic development paradigm. The core philosophy of Promptulate is to borrow and integrate the wisdom of the open-source community, incorporating the highlights of various development frameworks to lower the barrier to entry and unify the consensus among developers. With Promptulate, you can manipulate components like LLM, Agent, Tool, RAG, etc., with the most succinct code, as most tasks can be easily completed with just a few lines of code. 🚀

AIlice is a fully autonomous, general-purpose AI agent that aims to create a standalone artificial intelligence assistant, similar to JARVIS, based on the open-source LLM. AIlice achieves this goal by building a "text computer" that uses a Large Language Model (LLM) as its core processor. Currently, AIlice demonstrates proficiency in a range of tasks, including thematic research, coding, system management, literature reviews, and complex hybrid tasks that go beyond these basic capabilities. AIlice has reached near-perfect performance in everyday tasks using GPT-4 and is making strides towards practical application with the latest open-source models. We will ultimately achieve self-evolution of AI agents. That is, AI agents will autonomously build their own feature expansions and new types of agents, unleashing LLM's knowledge and reasoning capabilities into the real world seamlessly.

A curated list of Generative AI projects, tools, artworks, and models

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