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Every tool in the directory (10,042). Filter by category and price, or search by what you want to do.

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70 tools for “Client Intake”

Formaloo
Forms, portals and AI agents that run approvals and intake
FreemiumAgents & automation
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CaseGenNew
AI receptionist and intake agents that answer calls for law firms
PaidLegal, finance & HRMade in United States
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LitifyNew
Legal practice platform with native AI for intake, matters and documents
PaidLegal, finance & HRMade in United States
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ReferentNew
AI-native practice management for solo lawyers and small firms
PaidLegal, finance & HR
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Teamwork.comNew
Client project management with AI for resourcing and profitability
Free trialProductivityMade in Ireland
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Clio
Legal practice management with the Vincent AI legal assistant
Free trialLegal, finance & HRMade in Canada
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K Health
AI-assisted primary care and patient intake for health systems
PaidLegal, finance & HRMade in United States
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RingCentralNew
Business phone system with voice AI receptionist and agents
Free trial · $30/moCustomer supportMade in United States
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Smith.aiNew
AI receptionist with optional live agents for small business calls
Freemium · $150/moCustomer supportMade in United States
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B12
AI website builder for professional services firms
Freemium · $24/moDesignMade in United States
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ClaioNew
AI receptionist, scribe and booking tools for dental practices
Free trialLegal, finance & HR
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AI.Law
AI litigation software that reads case files and drafts filings
Freemium · $149/moLegal, finance & HR1 views1 clicks to the websiteMade in United States
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Enso Connect
AI guest messaging, check-in and upsells for rentals and hotels
PaidLegal, finance & HR
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Client Hub
Accounting practice management and client portal with AI features
Free trialLegal, finance & HRMade in United States
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Eve
AI platform for plaintiff law firms across the full case lifecycle
PaidLegal, finance & HRMade in United States
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SachivNew
Turns scattered client calls into structured onboarding data
PaidSales
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LexideskNew
AI phone and chat intake that qualifies and books leads for law firms
PaidLegal, finance & HR
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Feathery
AI workflow platform for insurance and wealth management firms
FreemiumLegal, finance & HRMade in United States
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indigo.aiNew
Multi-agent conversational AI for companies with heavy contact volumes
PaidCustomer supportMade in Italy
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User IntuitionNew
AI-moderated customer interviews for agencies and research teams
Freemium · $2499/moLegal, finance & HR
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respond.ioNew
Customer conversation platform with AI agents for WhatsApp and social
Free trialCustomer supportMade in Malaysia
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Outlit
Monitors long-tail customers and flags revenue risks and growth
PaidSales
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SolutionreachNew
Patient engagement software with an AI receptionist for missed calls
PaidLegal, finance & HRMade in United States
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InsertChat
AI receptionist for calls, chat, SMS, email and WhatsApp
Free trial · $98/moCustomer support
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Aimdoc
AI agent that onboards each new customer until they're live
Freemium · $500/moCustomer support
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Faraday
Consumer data and predictions delivered to AI agents via API and MCP
FreemiumData & analyticsMade in United States
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LAW.co
Legal AI workspace, private LLMs and custom workflows for law firms
FreemiumLegal, finance & HR
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Resolve by retape.ai
AI-native CRM with AI workers for debt settlement firms
PaidLegal, finance & HR
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SongHQNew
Order workflow for Etsy and Fiverr sellers who make custom AI songs
From $19/moAudio & voice
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Callin.io
White-label AI voice agents and receptionists billed per minute
FreemiumCustomer support
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