Best AI tools for< Manage Client Intake >

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.

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.

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.

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.

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.

Timworks is an all-in-one client support and team management app for online businesses and clients. It offers a range of features to help businesses streamline their customer support operations, including secure audit trails, unlimited client seats, and integrations with popular accounting and productivity tools. Timworks also includes a built-in AI assistant, TIMi, which can answer customer queries and questions, saving businesses time and resources.

Scopey is an AI-powered scope management tool designed to help businesses manage shifting client demands and prevent scope creep. It offers real-time tracking of project changes, detailed scopes of work creation, seamless integration with team workflows, and upselling opportunities. Scopey aims to save time, increase revenue, ensure transparency, stop scope creep, and boost project success effortlessly.

SmartPlate is an AI-powered application designed to simplify meal planning for nutritionists, dietitians, and health practitioners. The platform generates personalized meal plans based on individual client preferences and dietary restrictions, allowing users to save time and focus on providing tailored nutrition advice. With features like client management, meal plan generation, and 24/7 AI support, SmartPlate aims to streamline the meal planning process, increase profitability, and save time for health professionals.

LaunchPal is an AI-powered marketing tool designed to streamline and enhance the marketing workflow for individuals, agencies, and enterprises. It enables users to train AI on new brands in minutes, deliver results quickly, manage clients efficiently, and improve content delivery over time. LaunchPal offers features such as effortless setup, content engine, client portal, pricing plans tailored for different user needs, and a user-friendly interface for a seamless experience.

Manatal is an AI Recruitment Software designed to streamline the hiring processes for HR teams, recruitment agencies, and headhunters. It offers features such as candidate sourcing from various channels, applicant tracking system, recruitment CRM, candidate enrichment, AI recommendations, collaboration tools, reports & analytics, branded career page creation, support & assistance, data privacy compliance, and more. The platform provides customizable pipelines, AI-powered recommendations, candidate profile enrichment, mobile application access, and onboarding & placement management. Manatal aims to transform recruitment by leveraging AI technology to source and hire candidates faster and more efficiently.

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.

Upheal is an AI-powered platform designed to assist mental health professionals with progress notes, treatment plans, session analytics, and scheduling. It leverages AI technology to automate note-taking, provide insights into client sessions, and streamline clinical workflows, allowing therapists to focus more on their clients and less on administrative tasks.

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.

Recordme-Client is a web application designed to provide automated services for accounting processes. Users can access their accounts, fetch data, and manage their credentials securely. The application offers a seamless experience for users to streamline their accounting tasks efficiently.

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.

Omni Engage is a powerful omnichannel communications software designed to help businesses create meaningful and personalized interactions with their customers. It allows businesses to connect with their audience across multiple channels, including email, social media, and voice, and deliver a consistent and memorable experience for every customer. Omni Engage simplifies customer engagement with its Unified Inbox, which enables agents to handle requests from all channels seamlessly and efficiently. It also offers AI automation with Omni Automate, which streamlines customer interactions by automating routine inquiries and providing rapid response times. With its robust reporting and analytics capabilities, Omni Engage empowers supervisors to measure engagement and performance across all channels, identify areas for improvement, and drive success.

Beebzi.AI is an all-in-one AI content creation platform that offers a wide array of tools for generating various types of content such as articles, blogs, emails, images, voiceovers, and more. The platform utilizes advanced AI technology and behavioral science to empower businesses and individuals in their marketing and sales endeavors. With features like AI Article Wizard, AI Room Designer, AI Landing Page Generator, and AI Code Generation, Beebzi.AI revolutionizes content creation by providing customizable templates, multiple language support, and real-time data insights. The platform also offers various subscription plans tailored for individual entrepreneurs, teams, and businesses, with flexible pricing models based on word count allocations. Beebzi.AI aims to streamline content creation processes, enhance productivity, and drive organic traffic through SEO-optimized content.

Retainr is an all-in-one agency management software powered by AI, designed to help creative agencies and freelancers streamline their operations. It offers a comprehensive suite of features including file storage, client management, payments, tasks assignment, help desk, project delivery, and referrals. The platform aims to elevate agency identity by providing white-label features, custom sign-up experiences, and transparent pricing. Retainr simplifies client management from onboarding to service delivery, offers valuable insights into agency performance, and integrates with various tools for streamlined workflows. It enables agencies to scale their services, increase profitability, and enhance client experience through automation and collaboration tools.

HubSpot is an AI-powered platform that offers CRM, marketing, sales, customer service, and content management tools. It provides a unified platform optimized by AI, with features such as marketing automation, sales pipeline development, customer support, content creation, and data organization. HubSpot caters to businesses of all sizes, from startups to large enterprises, helping them generate leads, automate processes, and improve customer retention. The platform also offers a range of integrations and solutions tailored to different business needs.

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.

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.

Swarms provides simple, reliable, and agile tools to create your own Swarm tailored to your specific needs. Currently, Swarms is being used in production by RBC, John Deere, and many AI startups.

Experts.js is a tool that simplifies the creation and deployment of OpenAI's Assistants, allowing users to link them together as Tools to create a Panel of Experts system with expanded memory and attention to detail. It leverages the new Assistants API from OpenAI, which offers advanced features such as referencing attached files & images as knowledge sources, supporting instructions up to 256,000 characters, integrating with 128 tools, and utilizing the Vector Store API for efficient file search. Experts.js introduces Assistants as Tools, enabling the creation of Multi AI Agent Systems where each Tool is an LLM-backed Assistant that can take on specialized roles or fulfill complex tasks.

LangChat is an enterprise AIGC project solution in the Java ecosystem. It integrates AIGC large model functionality on top of the RBAC permission system to help enterprises quickly customize AI knowledge bases and enterprise AI robots. It supports integration with various large models such as OpenAI, Gemini, Ollama, Azure, Zhifu, Alibaba Tongyi, Baidu Qianfan, etc. The project is developed solely by TyCoding and is continuously evolving. It features multi-modality, dynamic configuration, knowledge base support, advanced RAG capabilities, function call customization, multi-channel deployment, workflows visualization, AIGC client application, and more.

mediasoup-client-aiortc is a handler for the aiortc Python library, allowing Node.js applications to connect to a mediasoup server using WebRTC for real-time audio, video, and DataChannel communication. It facilitates the creation of Worker instances to manage Python subprocesses, obtain audio/video tracks, and create mediasoup-client handlers. The tool supports features like getUserMedia, handlerFactory creation, and event handling for subprocess closure and unexpected termination. It provides custom classes for media stream and track constraints, enabling diverse audio/video sources like devices, files, or URLs. The tool enhances WebRTC capabilities in Node.js applications through seamless Python subprocess communication.

ActionWeaver is an AI application framework designed for simplicity, relying on OpenAI and Pydantic. It supports both OpenAI API and Azure OpenAI service. The framework allows for function calling as a core feature, extensibility to integrate any Python code, function orchestration for building complex call hierarchies, and telemetry and observability integration. Users can easily install ActionWeaver using pip and leverage its capabilities to create, invoke, and orchestrate actions with the language model. The framework also provides structured extraction using Pydantic models and allows for exception handling customization. Contributions to the project are welcome, and users are encouraged to cite ActionWeaver if found useful.

The Mistral Python Client is a tool inspired by cohere-python that allows users to interact with the Mistral AI API. It provides functionalities to access and utilize the AI capabilities offered by Mistral. Users can easily install the client using pip and manage dependencies using poetry. The client includes examples demonstrating how to use the API for various tasks, such as chat interactions. To get started, users need to obtain a Mistral API Key and set it as an environment variable. Overall, the Mistral Python Client simplifies the integration of Mistral AI services into Python applications.

DagsHub is a platform for machine learning and data science teams to build, manage, and collaborate on their projects. With DagsHub you can: 1. Version code, data, and models in one place. Use the free provided DagsHub storage or connect it to your cloud storage 2. Track Experiments using Git, DVC or MLflow, to provide a fully reproducible environment 3. Visualize pipelines, data, and notebooks in and interactive, diff-able, and dynamic way 4. Label your data directly on the platform using Label Studio 5. Share your work with your team members 6. Stream and upload your data in an intuitive and easy way, while preserving versioning and structure. DagsHub is built firmly around open, standard formats for your project. In particular: * Git * DVC * MLflow * Label Studio * Standard data formats like YAML, JSON, CSV Therefore, you can work with DagsHub regardless of your chosen programming language or frameworks.

The official Node.js client for Pinecone, written in TypeScript. This client library provides a high-level interface for interacting with the Pinecone vector database service. With this client, you can create and manage indexes, upsert and query vector data, and perform other operations related to vector search and retrieval. The client is designed to be easy to use and provides a consistent and idiomatic experience for Node.js developers. It supports all the features and functionality of the Pinecone API, making it a comprehensive solution for building vector-powered applications in Node.js.

Neptune is a scalable experiment tracker for teams training foundation models. Log millions of runs, effortlessly monitor and visualize model training, and deploy on your infrastructure. Track 100% of metadata to accelerate AI breakthroughs. Log and display any framework and metadata type from any ML pipeline. Organize experiments with nested structures and custom dashboards. Compare results, visualize training, and optimize models quicker. Version models, review stages, and access production-ready models. Share results, manage users, and projects. Integrate with 25+ frameworks. Trusted by great companies to improve workflow.

LLMClient is a JavaScript/TypeScript library that simplifies working with large language models (LLMs) by providing an easy-to-use interface for building and composing efficient prompts using prompt signatures. These signatures enable the automatic generation of typed prompts, allowing developers to leverage advanced capabilities like reasoning, function calling, RAG, ReAcT, and Chain of Thought. The library supports various LLMs and vector databases, making it a versatile tool for a wide range of applications.

Singulatron is an AI Superplatform that runs on your computer(s) and server(s) without using third party APIs, providing complete control over data and privacy. It offers AI functionality, user management, supports different database backends, collaboration, and mini-apps. It aims to be a desktop app for local usage and a distributed daemon for servers, with a web app frontend client. The tool is stack-based on Electron, Angular, and Go, and currently dual-licensed under AGPL-3.0-or-later and a commercial license.

Maige is a tool designed to simplify repository maintenance by automating the handling of issue labels. Users can quickly set up Maige to let AI manage their issue labels effortlessly. The tool provides guidance on self-hosting, GitHub app integration, environment variables setup, and offers commands for streamlined issue management. Maige aims to streamline the process of managing issues in a repository, making it easier for users to handle tasks related to labeling and tracking issues.

Ollama Colab Integration V4 is a tool designed to enhance the interaction and management of large language models. It allows users to quantize models within their notebook environment, access a variety of models through a user-friendly interface, and manage public endpoints efficiently. The tool also provides features like LiteLLM proxy control, model insights, and customizable model file templating. Users can troubleshoot model loading issues, CPU fallback strategies, and manage VRAM and RAM effectively. Additionally, the tool offers functionalities for downloading model files from Hugging Face, model conversion with high precision, model quantization using Q and Kquants, and securely uploading converted models to Hugging Face.

The Python Redis Vector Library (RedisVL) is a tailor-made client for AI applications leveraging Redis. It enhances applications with Redis' speed, flexibility, and reliability, incorporating capabilities like vector-based semantic search, full-text search, and geo-spatial search. The library bridges the gap between the emerging AI-native developer ecosystem and the capabilities of Redis by providing a lightweight, elegant, and intuitive interface. It abstracts the features of Redis into a grammar that is more aligned to the needs of today's AI/ML Engineers or Data Scientists.

AzureOpenAI-with-APIM is a repository that provides a one-button deploy solution for Azure API Management (APIM), Key Vault, and Log Analytics to work seamlessly with Azure OpenAI endpoints. It enables organizations to scale and manage their Azure OpenAI service efficiently by issuing subscription keys via APIM, delivering usage metrics, and implementing policies for access control and cost management. The repository offers detailed guidance on implementing APIM to enhance Azure OpenAI resiliency, scalability, performance, monitoring, and chargeback capabilities.

Backend.AI Web UI is a user-friendly web and app interface designed to make AI accessible for end-users, DevOps, and SysAdmins. It provides features for session management, inference service management, pipeline management, storage management, node management, statistics, configurations, license checking, plugins, help & manuals, kernel management, user management, keypair management, manager settings, proxy mode support, service information, and integration with the Backend.AI Web Server. The tool supports various devices, offers a built-in websocket proxy feature, and allows for versatile usage across different platforms. Users can easily manage resources, run environment-supported apps, access a web-based terminal, use Visual Studio Code editor, manage experiments, set up autoscaling, manage pipelines, handle storage, monitor nodes, view statistics, configure settings, and more.

llm-swarm is a tool designed to manage scalable open LLM inference endpoints in Slurm clusters. It allows users to generate synthetic datasets for pretraining or fine-tuning using local LLMs or Inference Endpoints on the Hugging Face Hub. The tool integrates with huggingface/text-generation-inference and vLLM to generate text at scale. It manages inference endpoint lifetime by automatically spinning up instances via `sbatch`, checking if they are created or connected, performing the generation job, and auto-terminating the inference endpoints to prevent idling. Additionally, it provides load balancing between multiple endpoints using a simple nginx docker for scalability. Users can create slurm files based on default configurations and inspect logs for further analysis. For users without a Slurm cluster, hosted inference endpoints are available for testing with usage limits based on registration status.

Chroma is an open-source embedding database that simplifies building LLM apps by enabling the integration of knowledge, facts, and skills for LLMs. The Ruby client for Chroma Database, chroma-rb, facilitates connecting to Chroma's database via its API. Users can configure the host, check server version, create collections, and add embeddings. The gem supports Chroma Database version 0.3.22 or newer, requiring Ruby 3.1.4 or later. It can be used with the hosted Chroma service at trychroma.com by setting configuration options like api_key, tenant, and database. Additionally, the gem provides integration with Jupyter Notebook for creating embeddings using Ollama and Nomic embed text with a Ruby HTTP client.

Superagent is an open-source framework that enables developers to integrate production-ready AI assistants into any application quickly and easily. It provides a Python SDK for interacting with the Superagent API, allowing developers to create, manage, and invoke AI agents. The SDK simplifies the process of building AI-powered applications, making it accessible to developers of all skill levels.

Strengthens business relationships through client interaction and feedback analysis.

Maintains and expands client portfolio through strategic upselling, relationship-building, and negotiation.

Expert in agency growth, focusing on strategic advice for scaling and client acquisition.

Assists professionals with psychotherapy cases and treatment plans

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

Dynamic veterinary marketing assistant with tailored advice and updates.

Drives client retention, renewals, upsells and client satisfaction.

Supports business growth by maintaining strong client relationships.

Expert on Siemens Active Workspace and Rich Application Client, guiding based on specific documentation.

Engineering Director | Delivery Management, and Client Engagement | Bridging the Gap Between Technology and Business Goals

Freelancers and Independent Consultants, individuals in these roles often handle client data, project specifics, and personal contact information, requiring them to be vigilant about data privacy.

Adapts to each client's unique ad campaign needs.

Guides freelancers in enhancing skills and client acquisition.

Assistant to Fitness & Personal Trainers, skilled in client management and fitness education (Version 2.0)

Architecture and Construction Firms handle sensitive project data, client information, and architectural plans, necessitating strict data privacy measures.

BookeAI Assistant sorts bank transactions into merchants, categories, and confidence levels, tailored by client location and business type.

A real estate expert aiding in listings, market analysis, and client communication.

Guiding you in business & mental health with compassion and expertise.

Comprehensive photography and business assistant.

A guide for professionals becoming consultants, specializing in service offerings and pricing strategies.