All 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.
105 tools for “Client Intake”
Few tools use these exact words, so these also include tools that match what you mean.
AI tax research and preparation assistant for accountants
White-label AI chat and voice agents for agencies
Scans AI answers daily and drafts pages to get your business named
AI therapy notes from a short recap, with no session recording
Check whether ChatGPT mentions your brand and find content gaps
Staff project rooms with AI agent teams that wait for your approval
AI assistant and CRM replacement for financial advisors
Digital asset manager for 3D files with AI search and browser preview
AI quoting software for French building tradespeople
Transcribes consultations and formats them into custom reports
AI tax assistant for CPAs, EAs and tax firms
Forward WhatsApp voice notes to get transcripts and summaries
Automatic review requests and rebooking texts for Squire barbershops
Legal drafting and contract review workspace for counsel
AI assistant for solopreneurs that handles proposals, invoices and follow-ups
AI mockups and configurators for promotional products and packaging
Automatic timekeeping for lawyers that files to Clio
AI trial balance mapping that exports to Lacerte, UltraTax and Drake
AI agents that plan, write and design a brand's monthly social posts
AI-native ledger for accounting firms and bookkeepers
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