Top client portal AI tools

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$

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

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$

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$

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$

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$

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$

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$

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$

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$

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

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$