Products

AI scribe software created by a practicing cardiologist wanting maximum note quality and speed, with natural-sounding notes free of hallucinations. Users instruct the AI scribe using plain language, just as they would with a human scribe. Also includes revenue optimization features such as MDM level analysis, CPT code suggestions, ICD-10 codes, and automatic patient instruction generation.

PortalD is an online customer portal for UK small businesses that need to collect documents, manage customer information, create online forms, and connect workflow data with Xero. The platform lets businesses request files from customers, track submissions, store documents securely, and use AI-assisted checks to review uploaded information for completeness and consistency. PortalD also supports custom online form creation, helping businesses replace email-based information gathering with struct

Portico is client onboarding software for service businesses. It replaces the scattered emails, manual follow-ups, and disconnected tools that slow down new client intake. Create a multi-step onboarding workflow once. Add intake forms, document uploads, e-signatures, welcome messages, and payment steps. Send clients a single link. They complete everything in one sitting without creating an account. Who uses Portico: - Marketing and creative agencies onboarding new retainer clients - Accounting

MyKaya is an AI-powered, bot-free clinical workspace designed for mental health professionals to automate clinical tasks like note-taking, allowing therapists to focus entirely on client care.

grnlght is a modern client delivery system designed to help agencies, freelancers, and service-based businesses manage every stage of their client relationships in one place. From onboarding to final delivery, grnlght functions as a complete management tool, giving you structured systems to track communication, tasks, approvals, and progress without the chaos of scattered tools. At its core, grnlght was built on the belief that emails suck, that there had to be better way to manage client work w

End-to-end AI clinical documentation platform that captures conversations, generates notes, recommends ICD-10/CPT codes, and streamlines patient intake.

Almox is the client experience platform for professional services firms. It gives you one branded place to run the entire client relationship, from the first proposal to the latest invoice, instead of stitching together a handful of separate tools. Clients log in to a single portal under your own domain to see their projects, tasks, files, messages, contracts, and payments. Your team works from a built-in CRM that keeps leads, deals, and renewals moving, with an AI Manager on hand that already

BulkShare is branded file delivery for agencies, freelancers, and client-facing teams. Send large client files from your own custom domain with branded download pages, password protection, link expiry, and download analytics. Recipients see your brand, not a generic file-host link. Includes folder sharing, Google Drive import, and up to 5 team seats on one flat plan.

DokuTrak is document collection software built around one frustration: clients won't make yet another account just to send you a file. With DokuTrak you send a secure magic-link request — no login, no password — and clients upload their documents in seconds. Automated reminders chase the missing pieces for you, AI checks each upload so files arrive organized and validated, and nothing slips through the cracks. Flat plans, no per-seat billing. It's used by accountants, mortgage professionals, rea

SendShoot is a photography-focused client portal that helps professional photographers upload, organize, share, proof, and deliver photos through secure online galleries. Photographers can create one share link with multiple passcodes and assign different permissions for viewing, downloading, or marking and commenting on photos. Clients can select favorites, request edits, and leave feedback directly on images, while photographers can track and export that feedback. SendShoot also includes AI-po