kitio.aiAll AI tools
Every tool in the directory (10,042). Filter by category and price, or search by what you want to do.
Every tool in the directory (10,042). Filter by category and price, or search by what you want to do.
27 tools for “Client Intake”
Few tools use these exact words, so these also include tools that match what you mean.
Accounting practice management and client portal with AI features
Client success software with AI helpers for agencies and service firms
AI client engagement and onboarding suite for wealth management firms
Legal practice management with the Vincent AI legal assistant
Applicant tracking and CRM for recruiters, with built-in AI agents
Generative AI tax research assistant for accountants and lawyers
AI assistant and meeting notetaker built for financial advisors
Drafts psychological evaluation reports from tests, notes and audio
Practice management for Indian tax advisors, with a built-in AI assistant
AI assistant that preps meetings and writes notes for financial advisors
Recruiting CRM and ATS with AI agents for staffing firms
AI scribe for therapists that writes notes and treatment plans
AI tax research and preparation assistant for accountants
AI therapy notes from a short recap, with no session recording
AI assistant and CRM replacement for financial advisors
AI quoting software for French building tradespeople
AI tax assistant for CPAs, EAs and tax firms
Legal drafting and contract review workspace for counsel
Automatic timekeeping for lawyers that files to Clio
AI trial balance mapping that exports to Lacerte, UltraTax and Drake
AI-native ledger for accounting firms and bookkeepers
Voice-first assistant that tracks leads and follow-ups for realtors
Restaurant ordering, bookings and CRM with an AI phone assistant
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