Top AI tools for # client portal

Hoowla delivers a comprehensive legal case management solution with workflow automation, document generation, accounting, and client engagement tools tailored for law firms.

• Usage Based

Power Supply Chain Management offers secure, reliable, and efficient order fulfillment services, simplifying logistics for businesses of all sizes. The platform provides seamless integrations, transparent operations, and dedicated support to power your supply chain needs.

• Paid
• From 49$

Apex27 is a cloud-based estate agent and letting agent CRM platform that streamlines sales, lettings, and property management with integrated AI-powered reporting, automation, and marketing tools.

• Free Trial
• From 42$

Knowify is a comprehensive job and project management platform designed for trade contractors, offering seamless QuickBooks integration, automated workflows, and robust tools to manage construction projects and service jobs from bidding to invoicing.

• Paid
• From 99$

Uku is an advanced accounting practice management software designed to automate workflows, streamline billing, and enhance productivity for accountants and bookkeepers.

• Freemium

Yocale is a comprehensive business management platform offering online scheduling, client management, marketing automation, payment processing, and virtual appointments for service-based industries.

• Paid
• From 39$

Papyrs provides a user-friendly, drag-and-drop platform for creating custom company intranets, internal wikis, and knowledge bases. Designed for seamless team collaboration, it offers secure document sharing, advanced permission settings, and integration with popular workplace tools.

• Freemium
• From 99$

My CPA Dashboard is an all-in-one online CPA practice management software designed for accountants, CPAs, and bookkeepers, offering secure document storage, e-signatures, and streamlined client communication. Enhance efficiency and productivity with its robust client portal and efficient workflow features.

• Free Trial
• From 49$

Moxo is an AI-powered workflow orchestration platform that streamlines complex, human-driven business processes across organizations and departments through automation, integrations, and intelligent decision support.

• Freemium

Cloudfy is a comprehensive SaaS B2B e-commerce platform designed to streamline online ordering and sales processes for manufacturers, distributors, and wholesalers. It offers seamless ERP integration, extensive automation, and out-of-the-box features to accelerate business growth.

• Paid
• From 4000$

My B2B Cloud is a powerful B2B e-commerce platform that automates order processing, integrates seamlessly with ERP and accounting systems, and offers businesses a flexible, scalable solution to manage sales and inventory.

• Paid

Project Panorama is a WordPress project management plugin that streamlines workflows, enhances team collaboration, and improves client communication with its visual dashboards and customizable features.

• Paid
• From 9$

WorkCase streamlines project management, team coordination, and client communication for construction and field service businesses, boosting productivity and efficiency with robust, real-time tools.

• Paid
• From 25$

Invoicera is a comprehensive automated billing and invoicing platform that streamlines financial management, client relationships, and business operations for companies of all sizes.

• Freemium
• From 4$

MyTAXPrepOffice is a comprehensive cloud-based tax preparation platform featuring My AI Assistant for automated data entry, designed to help tax professionals work more efficiently with unlimited tax preparation, e-filing, and integrated bank products.

• Paid
• From 58$

Fitcode is an all-in-one gym management software that helps fitness businesses streamline operations, automate payments, track attendance, and manage memberships with comprehensive features and integrations.

• Free Trial

SongBoard is a customizable DJ event planning portal that enables seamless collaboration between DJs, hosts, and guests for song requests, event scheduling, and communication.

• Freemium
• From 50$

Fimac Solutions provides a secure client login portal for accessing private networks, with authentication features and legal compliance warnings.

• Contact for Pricing

Assembly is a comprehensive client portal platform that helps service businesses streamline operations, automate workflows, and deliver branded client experiences through integrated tools for CRM, billing, contracts, and communication.

• Freemium
• From 39$

TheraPlatform is an all-in-one web-based practice management software that helps therapists manage their practices efficiently with built-in teletherapy, scheduling, documentation, billing automation, and HIPAA-compliant security features.

• Freemium
• From 40$

Project.co is a project management tool that centralizes communication, file sharing, and task management, enabling seamless collaboration between teams and clients.

• Freemium
• From 10$

Vibly is a comprehensive HIPAA-compliant platform designed specifically for coaches to manage their practice, connect with clients, and grow their business with features including scheduling, website building, client management, and an AI-driven marketplace.

• Freemium
• From 12$

Hubflo is a comprehensive client portal solution that streamlines business operations with integrated tools for file sharing, contracts, messaging, tasks, CRM, and billing. It helps service businesses improve client experience and operational efficiency.

• Freemium
• From 72$

Bit.ai is an AI-powered platform for creating professional documents and wikis, featuring real-time collaboration, smart document management, and an AI writing assistant for enhanced team productivity.

• Freemium
• From 12$

Retainr is a comprehensive white-label client management platform designed for agencies and freelancers, offering project management, client portals, and automated workflows with built-in AI capabilities.

• Freemium
• From 57$

LaunchPal is an AI-powered marketing platform that helps businesses and agencies streamline their digital marketing workflow through automated content creation, scheduling, and client management.

• Freemium
• From 49$

CloseSync is an AI-powered transaction management platform that helps real estate companies streamline their closing processes from contract to completion, featuring automated document handling, task management, and commission disbursement.

• Free Trial
• From 14$

Crust AI is an AI-powered portal builder that transforms data into custom client portal applications without coding, offering seamless integration with platforms like Airtable, Monday.com, and Notion.

• Contact for Pricing

Fieldguide is an AI-powered platform designed for advisory and audit firms that helps increase efficiency, margins, and client satisfaction across all engagements.

• Contact for Pricing

Clio is a cloud-based legal practice management software that helps law firms manage cases, clients, billing, and documents, improving efficiency and client satisfaction.

• Paid
• From 49$

Frontly is an AI-powered no-code app builder that enables users to create custom web applications through a drag-and-drop interface, offering lifetime access and integration with popular databases like Google Sheets and Supabase.

• Pay Once
• From 499$

ReqIt AI accelerates client acquisition by rapidly generating detailed software requirements and managing client approvals, ensuring efficient project initiation and relationship management.

• Freemium
• From 15$

Pulsedesk is a ChatGPT-powered helpdesk solution designed for SMBs, offering multichannel support, automation, and reporting in one platform to simplify customer support.

• Free Trial
• From 8$

Socialyze is an all-in-one platform designed to simplify influencer marketing by helping users find influencers, analyze audience insights, and manage campaigns efficiently.

• Free Trial
• From 300$

CaseFox offers a comprehensive, cloud-based legal practice management software designed for attorneys, CPAs, and other legal professionals to streamline case management, billing, and client communication. It supports firms of all sizes with features like time tracking, document management, and AI document analysis.

• Freemium
• From 45$

Crust AI transforms Airtable data into shareable, AI-generated mini-apps (Snippets) for enhanced collaboration with clients, teams, and partners. Access and share data visually on desktop and mobile with live Airtable sync.

• Freemium
• From 10$

OkaySend streamlines the process of collecting documents from clients with automated reminders, secure client portals, and customizable workflows. Focused on eliminating tedious back-and-forth communication, it enhances productivity for professionals and teams of all sizes.

• Free Trial
• From 25$

Clientjoy streamlines agency operations with AI-powered tools for client management, sales automation, invoicing, and communication, all within a white-labeled portal. The platform enhances productivity and client experience from lead generation to payment collection.

• Paid
• From 49$

Pinrom offers streamlined project management tailored to freelancers and small teams, featuring essential tools for collaboration, task tracking, and productivity at just $1/user per month.

• Paid
• From 1$

PlexTrac is an AI-driven platform designed for cybersecurity teams to streamline pentest reporting, threat exposure management, and contextual risk prioritization.

• Contact for Pricing