Best AI tools for< Manage Client Records >

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.

Sensible Proforma is a free team invoicing software that offers a comprehensive solution for managing invoices, quotes, receipts, stock, sales, inventory, customer management, and taxes. The software provides cutting-edge tools to streamline organization and enhance productivity, such as simultaneous quotes, price quote history, smart product organization, sales tracking, quick quote-to-invoice conversion, client overview, client records, and sales & tax insights. It is suitable for various businesses including shops, restaurants, bars, laundries, pharmacies, taxi services, and more. Sensible Proforma offers a free plan with limited documents per day and various paid unlimited plans for companies with different needs.

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.

The EMR Software is an AI-powered application designed to streamline healthcare practices by integrating future technologies for accurate outcomes and enhanced care. It offers innovative features such as natural language processing, AI-powered assistant, task automation, and radiology image enhancement. The software aims to reduce medical costs, improve turnover rates, increase medical efficiency, and enhance patient retention rates. It provides data security, clinical management, e-billing processes, revenue management, and tele-monitoring. EMR Software assists in managing clients effortlessly, improving billing operations, maximizing hospital profits, consulting patients remotely, and tracking chronic disease progression.

AKASA is a healthcare revenue cycle management company that uses generative AI (GenAI) to improve the revenue cycle for healthcare providers. AKASA's GenAI-powered platform and solutions help healthcare providers reduce denials, improve margins, and increase revenue. AKASA's platform includes solutions for authorization management, claim status, and claim attachment. AKASA's GenAI is trained on clinical and financial data and is optimized for healthcare. AKASA's clients include over 475 hospitals and 6,500 outpatient facilities across all 50 states.

Xquisite AI is an IT company specializing in providing innovative and client-focused solutions in the areas of Application Development, Cloud, Big Data, Data Warehouse, Business Intelligence, and AI/Machine Learning. With over 8 years of market experience, Xquisite AI offers the latest technologies and a modern approach to help businesses achieve their goals. The company has a proven track record with 50+ successful cases in its portfolio, demonstrating a strong commitment to quality and excellence.

Bliro is an AI assistant designed for meetings, offering transcription and AI note-taking services to help users collect important information. It works across all meeting tools, both online and in-person, without the need for bots. Bliro ensures privacy compliance by not recording audio or video, with data processing and hosting on European servers. The tool integrates seamlessly with CRM systems, Slack, and Confluence, providing users with accurate meeting summaries and insights. Bliro is highly praised by customers for its efficiency, organization, and ability to improve customer experience through optimized conversation tracking.

Saleswise is an AI platform designed for real estate agents to save time, delight clients, and close more deals. It offers personalized emails, scripts, listing descriptions, and more, powered by AI technology. The platform provides expert-level content creation tools, instant AI-remodels for visualizing properties, access to millions of property records, and a variety of real estate-specific AI tools. Saleswise stands out by incorporating live listing data and real-time neighborhood market insights, ensuring customized and meaningful outputs for users.

BetterFriendAI is an AI-powered assistant that helps users record, summarize, and remember key points from conversations. It transcribes voice notes, provides clear summaries, suggests follow-up questions, and identifies connections that energize the user. It is designed to assist busy entrepreneurs in staying organized and building valuable networks.

Anytime AI™ is a premier AI legal assistant designed specifically for plaintiff lawyers. It offers a range of features to help lawyers conduct legal research, summarize depositions, analyze medical records, and draft legal documents efficiently. Anytime AI™ aims to boost revenue, amplify efficiency, unlock more clients, and fortify work-life balance for legal professionals. Trusted by Associations of Justice and Plaintiff Lawyers, Anytime AI™ is revolutionizing the legal practice by quadrupling case capacity and accelerating the delivery of justice.

Single Grain is a full-service digital marketing agency focused on driving innovative marketing for great companies. They specialize in services such as SEO, programmatic SEO, content marketing, paid advertising, CRO, and performance creative. With a team of highly specialized marketing experts, Single Grain helps clients increase revenue, lower CAC, and achieve their business goals through data-driven strategies and constant optimization. They have a proven track record of delivering impressive results for their clients, including significant increases in organic traffic, conversion rates, revenue growth, and more.

Coherent Solutions is a custom software development and engineering company that offers a range of services including digital product engineering, artificial intelligence, data and analytics, mobile development, DevOps and cloud, quality assurance, Salesforce, and product design and UX. They work collaboratively and transparently with clients to deliver successful projects. The company values set the standard for all decisions, and they have a strong focus on understanding and meeting the business needs of their clients. Coherent Solutions has a strong track record of success in various industries and is known for empowering business success through global expertise and industry-specific product engineering consulting services.

Apro Software is a custom software development company that specializes in AI, web, and mobile applications. They offer a range of services, including software development, consulting, and training. Apro Software has a team of experienced developers and engineers who are passionate about creating innovative and effective software solutions. They have a proven track record of success, and their clients include some of the world's leading companies.

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.

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.

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.

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.

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.

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.